Research Briefing
Survey data this week offer a glimpse into the European economy's post-invasion reality. The Economic Sentiment Index (ESI) reading for...
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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Research Briefing
President Putin's threat to halt gas supplies from "unfriendly" states if they don't switch to roubles is not as important...
Research Briefing
Global recovery from the pandemic will be further deferred due to effects from the Russian invasion of Ukraine and we...
Research Briefing
Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's...
Research Briefing
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion...
Blog|18 March 2022 Central banks walk a thin line in setting policy rates Ben May Director, Macro Forecasting & Analysis...
Research Briefing
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate. In this Research Briefing, we share our...
Research Briefing
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact...
Research Briefing
Back to Resource Hub Research Briefing | Mar 15, 2022 Tourism effects of Russia’s war on Ukraine While Ukraine and...
Research Briefing
The last week has delivered little let-up in the energy price-driven supply shock to the UK economy triggered by Russia's...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact...
Research Briefing
Following Russia's attack on Ukraine, the EU Commission has accelerated plans to phaseout Russian gas, with a two-thirds cut this...
Research Briefing
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate...
Research Briefing
The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although...
Research Briefing
Our baseline forecast is that the impact of the Russia-Ukraine war will lower overall world GDP by around 0.2% this...
