Research Briefing
A recent uptick in militant activity in Cabo Delgado suggests that foreign troops deployed to the insurgency-hit northern province are...
Research Briefing
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Displaying 1 to 20 of 2250 results
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy...
Research Briefing
Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Research Briefing
The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting...
Research Briefing
Following a swift recovery, the US labor market is entering a crucial phase and the answers to five key questions...
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...
Research Briefing
After a decade of consistently strong growth, UK labour supply has slumped since the onset of the pandemic and we...
Research Briefing
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given...
Research Briefing
In 2021, there were 16 Urban Economic Powerhouses in the world (cities with GDP greater than $500bn), but none were...
Research Briefing
The lifting of Covid restrictions on January 27 adds to hopes that the worst of the pandemic is in the...
Research Briefing
Tensions between Russia and Ukraine continue to put pressure on energy prices, which remain at extremely high levels. Barring a...
Research Briefing
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and...
Research Briefing
We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the...
Research Briefing
The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months,...
Research Briefing
Whether or not the MPC raises Bank Rate in February is close to a 50:50 call. We marginally favour a...
Research Briefing
Back to Resource Hub Research Briefing | Jan 27, 2022 Russia-Ukraine tensions: Asset market scenarios Despite tensions continuing to ratchet...
Research Briefing
Japan’s parliament has approved the latest supplementary budget, which includes the second-largest expenditure package in its history. But while the...
Research Briefing
Our eurozone Recovery Tracker rose 1.4pts to 80.3 in the two weeks ending January 9. We view the reading with...
Research Briefing
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments...
