Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given that the council made...

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

Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...

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...

With eurozone inflation confirmed at a record-high of 5.0% y/y in December, the debate over how long upward price pressures will continue returned to...

The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions last month....

After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful year in 2022. This year should...

Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual resolution of supply-side...

We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger a sharp pick-up in wage growth in...

The news for Europe at the start of the year has been mixed. The spread of the Omicron variant has resulted in a predictable surge in infections, in...