The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to cut our 2022 mainland GDP growth...

The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of the region is causing...

The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...

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...

Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate its QE exit...

The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although a continuation of monetary...

Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT and freezing the...

Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for public...

We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the Omicron outbreak at the start of the...

The risk of a shift to a higher inflation regime in advanced economies has risen in the last six months, but markets may be under-pricing the risk in...