At the September policy meeting, the CBR is likely to consider staying on hold or hiking its policy rate 25bp or 50bp. However, we think a 25bp...

Profitability has staged an impressive recovery, but the rise in Q1 operating margins to a 12-year high materially overstates corporate health....

Elevated inflation is giving policymakers in Central and Eastern Europe headaches. Two of the regions’ outperformers, Poland and Hungary, are...

Eurozone inflation is set to push above the ECB’s 2% target for the first time since 2018. But we think higher near-term inflation is unlikely to...

We expect the more transmissible Delta coronavirus variant will have a much lower impact on European economies than previous waves, although some...

Midwestern and Southern state labor market recoveries are still outpacing the rest of the country. Labor demand has strengthened most strongly in...

World goods trade is staging an impressive recovery. It has now returned to its pre-pandemic trend, and our forecasts see it expanding by 10.5%...