The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of the region is causing...
United Kingdom | MPC's dovish hike starts to rein in market expectations
Posted by Andrew Goodwin on Mar 18, 2022
Though the MPC raised Bank Rate for the third successive meeting, March's minutes revealed a clear change in tone. Growing concerns about the...
Global | Russia-Ukraine war adds to the risks facing global real estate
Posted by Christopher Babatope on Mar 18, 2022
The global economic outlook has deteriorated, with downside risks threatening global real estate. In this Research Briefing, we share our baseline...
Japan | BoJ has little incentive to lead on policy normalisation
Posted by Shigeto Nagai on Mar 18, 2022
Today's BoJ policy meeting, as anticipated, maintained the monetary policy status quo. While higher energy and commodity prices are expected to raise...
US | Recovery Tracker offers optimism despite several headwinds
Posted by Oren Klachkin on Mar 18, 2022
The US Recovery Tracker is back within reach of its pre-Covid baseline, rising 0.4ppts to 99.8 in the week ended March 4 – its highest level since...
MENA | Growth prospects remain robust as GCC embraces rate hikes
Posted by Maya Senussi on Mar 17, 2022
The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...
Europe | Russia's invasion of Ukraine is sending tremors through CEE
Posted by Mateusz Urban on Mar 15, 2022
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact as the Central and Eastern...
Europe | Tourism effects of Russia's war on Ukraine
Posted by Jack Minchin on Mar 15, 2022
While Ukraine and Russia will suffer significant impacts in terms of inbound travel, there will be immediate and direct impacts across other...
Global Scenarios: The risk outlook post-invasion
Posted by Oxford Economics on Mar 14, 2022
The global economic outlook has deteriorated in the last quarter.
As a result, we have revised down our baseline forecast for world GDP, particularly...
Global | Climate change and the economic impact of extreme weather
Posted by James Nixon on Mar 14, 2022
From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of extreme weather events and...