Research Briefing
The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and...
Research Briefing
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Displaying 1 to 20 of 2361 results
Research Briefing
President Cyril Ramaphosa’s State of the Nation Address (Sona) again contained some positive signs of a change in policy direction....
Research Briefing
Back to Resource Hub Research Briefing UK inflation set to peak higher and remain stickier We now see UK CPI...
Research Briefing
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via...
Research Briefing
The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%....
Research Briefing
Back to Resource Hub Research Briefing Eurozone: Energy price spike means “higher for longer” inflation Persistently high energy prices will...
Research Briefing
Back to Resource Hub Research Briefing | Feb 14, 2022 Data confirms modest hit from Omicron in the UK The...
Research Briefing
In a week with few economic data releases, the latest ECB communications turned the week tumultuous. It appears that worries...
Research Briefing
The Midwest and South are leading the surge in inflation nationally. While US CPI inflation averaged 6.7% y/y in Q4...
Research Briefing
While industrial real estate performance is expected to remain strong in the near term, longer-term prospects are more uncertain. Three...
Research Briefing
A key aim of the climate negotiations at COP26 was the notion of keeping 1.5°C alive. While the emission reductions...
Research Briefing
A recent uptick in militant activity in Cabo Delgado suggests that foreign troops deployed to the insurgency-hit northern province are...
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...
