Research Briefing
The minutes from the April ECB meeting confirm the hawkish tilt initiated a few months ago continues to gain momentum....
Russia-Ukraine crisis
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.
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Displaying 1 to 20 of 79 results
Russia’s huge oil and gas reserves, and the systemic importance of some commodities that are exported by Ukraine make the...
Research Briefing
We have revised our 2022 eurozone inflation forecasts sharply higher, to 6.0%, since the start of the Ukraine war, as...
Research Briefing
Inflationary pressures continue to build, with input costs rising at a rapid pace. The economic landscape is also constantly shifting:...
Research Briefing
Around 3.2mn Ukrainian refugees, over half of the total number, have escaped to Poland since the start of the Russian...
Research Briefing
While the economic fallout from Russia's invasion of Ukraine will likely be limited for the Nordic region, we have nonetheless...
Construction activity is expected to grow by 2.2% in 2022 (compared to 2.1% in our January update). The impact of...
Research Briefing
According to early estimates, Ukraine's GDP experienced a 40%-45% contraction in March in the wake of Russia's invasion. In our...
Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
Research Briefing
Two months after Russia's invasion, Ukraine is suffering huge humanitarian and economic losses. According to official estimates, Ukraine's economy contracted...
Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Research Briefing
Eurozone financial conditions have tightened abruptly since the start of the Ukraine war, supporting our caution on near-term growth. Unless...
Research Briefing
The Russian government is no longer able to make payments on its US-denominated external debt as the US Treasury has...
Research Briefing
The minutes from the March ECB meeting showed that inflation continued to dominate Governing Council's discussions. The body remains split,...
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 100bps at yesterday's meeting, bringing it to 4.5%. The...
Research Briefing
Globalisation has started to level off since its heyday prior to the global financial crisis. But while the Russia-Ukraine war...
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...
Research Briefing
As Western Europe accelerates a structural transition away from Russian energy dependence, Africa will play a salient role in filling...
Research Briefing
We forecast that as the distortions from the pandemic subside, employment growth across Europe's major cities will generally outperform national...
Research Briefing
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
