Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
Read our latest reports and analysis to learn more about the economic implications of the Russia-Ukraine conflict. We cover the latest news on Russia’s invasion of Ukraine, the Western response and the likely spill-over effects for global financial and commodity markets, and the implications for food prices.
Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
Research Briefing
We assess the implications and risks for our commodity price forecasts against the backdrop of a 'fragile' ceasefire in the...
We assess the likelihood of war and ceasefire given our views on the fundamental incentives of Ukraine and Russia under...
Research Briefing
Following the failed coup in Russia over the weekend, we will not change our forecasts for GDP nor make significant changes to our commodity price forecasts. However, it highlights the...
Research Briefing
Following the loss of Russian pipeline gas, European countries have increasingly focused on LNG shipments as a replacement, giving Europe...
Research Briefing
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
Research Briefing
As Russia's war in Ukraine enters a new phase, so does the economic crisis. Based on my conversations with locals...
Research Briefing
Russia's quick U-turn over its earlier decision to suspend participation in the Black Sea grain initiative suggests that pressure from...
Russia's decision to halt its participation in the UN-brokered Black Sea grain deal risks a renewal of global food price...
Research Briefing
Since the invasion of Ukraine in late February, hundreds of thousands of Russians have fled to neighbouring countries to avoid...
Research Briefing
Ukraine's successful counteroffensive in Kharkiv in the north-east of the country has stoked hopes of a Ukraine victory and perhaps...
Research Briefing
If successful, the Turkey-brokered deal between Russia and Ukraine to unblock Ukraine's ports and facilitate grain exports would be highly...
Research Briefing
After the West and its allies imposed sanctions on Russia for invading Ukraine, President Putin announced a radical rehaul of...
Research Briefing
In early August, Russia's Gazprom refused to accept a Siemens' turbine used in Nord Stream 1, citing technical issues. Gazprom...
In The Media
Priyanka Kishore, Head of India and Southeast Asia Economics at Oxford Economics joins Shazana Mokhtar, Tan Chen Li and Khoo...
Research Briefing
After multiple assertions that it would continue servicing its debt, Ukraine's government finally gave in to the inevitable, proposing to...
Research Briefing
With its Black Sea ports under blockade, Ukraine's grain silos are brimming with millions of tons of cereals, with no...
Research Briefing
The global rebound in construction activity is set to continue over the coming years, supported by a wave of publicly funded infrastructure...
Research Briefing
The ground has shifted and cheap budget funding in frontier markets is a thing of the past. In the current...
Research Briefing
The global economic environment has shifted with international price inflation surging, monetary conditions being aggressively tightened, and a number of...