After tough negotiations within Japan's ruling party, on June 7 the cabinet finally approved the Basic Policy on Economic and...
Research Briefing
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Research Briefing
The global economic outlook has deteriorated in the last quarter. With the Russia-Ukraine war the major concern.
Research Briefing
The National Bank of Poland (NBP) hiked the policy rate by 75bps at yesterday's meeting, in line with both our...
Research Briefing
Recent evidence clearly shows the London economy slowing. We have trimmed our forecast for GVA growth in 2022 to 4.1%...
Research Briefing
A key component on the road to global net-zero is reducing the emissions of those hard-to-decarbonise sectors; chiefly, in heavy...
Research Briefing
The quantitative easing (QE) programmes undertaken by the leading global central banks since the global financial crisis (GFC) have changed...
Research Briefing
As part of our extensive analysis on regional economies across the world, we continue to explore novel approaches and innovative...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
The Middle East and North Africa (MENA) region is highly vulnerable to physical and climate transition risks, with water scarcity,...
Research Briefing
The big concern about inflation is no longer the level at which it will peak, but where it will settle...
Research Briefing
The scale of the increases in debt costs, coupled with the low-yielding environment makes some repricing highly likely for gateway...
Research Briefing
Norwegian mainland GDP declined by 0.6% q/q in Q1. Despite strongly growth in both February and March, a low starting...
Research Briefing
Our analysis suggests a 10% correction is needed on average for the major office markets in Europe to compensate for...
Research Briefing
What’s the future for inflation? Joachim Nagel, the new president of Germany's central bank, believes the rapidly ageing global population...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
Australia's terms of trade (the ratio of export prices to import prices) increased sharply through the pandemic due to a...
Research Briefing
The minutes from the April ECB meeting confirm the hawkish tilt initiated a few months ago continues to gain momentum....
Research Briefing
Households' financial surpluses sharply increased in 2020 and remained high in 2021 due to the Covid pandemic. Most of the...
Research Briefing
We have lowered our 2022 GDP growth forecast for Finland to 1.5% from 1.7% last month, as weakening confidence further...