Eurozone headline inflation has risen substantially, with underlying pressures becoming more broad-based. But we think the impact on consumer...

Our eurozone Recovery Tracker recorded a small increase over the two weeks ended October 24, rising 0.3pts to 88.0, just shy of its post-pandemic...

With inflation in Spain hitting a 30-year high, fears of an inflationary cycle are rising. However, the transition from the present energy-driven...

Monthly data continues to show a gradual but persistent slowdown in economic activity moving deeper into Q4. While we still expect the eurozone...

The National Bank of Poland (NBP) hiked its policy rate by 75bps to 1.25% at yesterday’s meeting. Although some tightening was expected, the...

The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include an increase in cash...

GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The surprise came mainly from France and Italy,...

The Bank of Japan (BoJ) left monetary policy unchanged at today’s (28th October) meeting, retaining current short- and long-term interest rate...

The CBR today surprised the market and us with a 75bp hike, which brought the policy rate to 7.50%. The CBR language has remained hawkish,...

We have lowered our 2021 mainland GDP growth forecast to 3.9% from 4.1% previously after a softer-than-expected expansion in July. GDP rose by...