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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...
Eurozone consumer spending was poised to drive growth in 2022, but increasingly consumers' underpinnings have become shaky. While we still expect a...
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of the region is causing...
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...
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...
The impact of a “limited” incursion by Russia into Ukraine would deal an unwelcome blow to the European economy via higher inflation squeezing real...
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...
January inflation surprised on the upside, with the headline rate up to 5.1%, the highest since the 1990s. And while the energy component rose over...
The February ECB meeting marked the beginning of a clear hawkish shift in the ECB’s policy outlook. Although the policy stance was left unchanged,...
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