Russia's GDP is unlikely to return to pre-crisis levels until the early 2030s, according to our modelling. We expect Russia's economy to contract by...

Following Russia's attack on Ukraine, the EU Commission has accelerated plans to phaseout Russian gas, with a two-thirds cut this year. To offset the...

The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via higher inflation squeezing real...

The ECB's unexpectedly hawkish shift tone prompted a sizeable market reaction, with Italian 10-year bond yields rising 55bps, to 1.95%. However, we...

In a week with few economic data releases, the latest ECB communicationsturned the week tumultuous. It appears that worries about inflation have...

Persistently high energy prices will cause eurozone inflation to be higher forlonger than we previously anticipated. Our new forecast envisions...

The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and regions, let alone the UK as a...

Tensions between Russia and Ukraine continue to put pressure on energyprices, which remain at extremely high levels. Barring a quick resolution of...

Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...

Our eurozone Recovery Tracker rose 1.4pts to 80.3 in the two weeks ending January 9. We view the reading with a bit of caution, as it may reflect a...