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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...
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact on commodity prices. Fuel...
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...
Up until recently there had been growing signs that the forces that lifted durable goods prices last year had begun weakening or even reversing. But...
The Russia-Ukraine war is set to have implications for economies across the globe and African markets won’t be spared. Trade disruptions and soaring...
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months ago. In fact, there’s a high...
While the potential collapse of Chinese property firm Evergrande matters, it doesn’t signal a ‘Lehman moment’ that might spark global financial...
Africa is a key source of the minerals that will be central to the green energy transition. The level of proven reserves means that the continent...
Export prices have surged over the past 9 months, driven by record high iron ore prices. This has driven the terms of trade to its highest level...
Africa may be best known for its wealth of gold, diamonds, and oil, but the mineral-rich continent also hosts significant copper reserves. The red...
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