Based on the positive carryover effects from two strong months of GDP growth in August and September, we have raised our mainland GDP forecasts for...
Eurozone | Another difficult winter ahead amid Omicron threat
Posted by Daniel Kral on Dec 10, 2021
We have revised down our near-term eurozone growth forecast, owing to deteriorating health conditions and the emergence of the Omicron variant. This...
Eurozone 2022 themes: Now for the hard part
Posted by Angel Talavera on Nov 30, 2021
The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With reopening tailwinds mostly exhausted, the...
Eurozone | Europe’s labour shortages – not all equal
Posted by Daniel Kral on Nov 23, 2021
Although reported labour shortages in the eurozone appear to be worsening, our analysis of the underlying dynamics shows a more nuancedicture. We...
Eurozone weekly economic briefing | Rising Covid cases in the eurozone – the tide has turned
Posted by Nicola Nobile on Nov 19, 2021
As Covid cases continue to rise in Europe, some governments have started to introduce new restrictions, while others have been discussing potential...
Eurozone | Low-flation risks to come back to the fore in late-2022
Posted by Oliver Rakau on Nov 18, 2021
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...
European Cities | Why Warsaw out-performs its rivals, at least for now
Posted by Jonathan Walker on Nov 4, 2021
We estimate that Warsaw’s GDP grew by 4.5% a year in the 2010-19 period, so notably faster than its five main rivals among EU accession cities....
APAC | Recovery Tracker points to stalling momentum
Posted by Lloyd Chan on Oct 20, 2021
Our new monthly Asia Pacific Recovery Tracker shows overall momentum stalling in recent months amid the Delta-driven surge in Covid cases and...
APAC | Weak growth limits inflation worries in the region
Posted by Priyanka Kishore on Oct 20, 2021
Inflation has been elevated in many Asian economies for several months now. Indeed, the Bank of Korea and the Monetary Authority of Singapore have...
Australia | A Re-Tail of Three Cities
Posted by Thomas Rudgley on Oct 20, 2021
The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate a...