The Gulf Cooperation Council (GCC) will be one of only two major regions globally (the other being ASEAN) to grow faster – at above 5% – in 2022...
Europe | Inflation risks pose conundrum for the CEE
Posted by Tomas Dvorak on Dec 16, 2021
Inflationary pressures have strengthened and broadened in Central and Eastern Europe recently, prompting a hawkish turn by the region’s central...
Denmark | Solid growth expected despite emergence of Omicron variant
Posted by Rory Fennessy on Dec 16, 2021
Downward revisions to Q2 and Q3 GDP figures and concerns about the spread of the Omicron coronavirus variant have led us to lower our 2022 GDP growth...
Eurozone | Easing supply bottlenecks to bolster industrial rebound
Posted by Oliver Rakau on Dec 14, 2021
The easing of the severe supply-chain bottlenecks that brought the eurozone’s industrial recovery to a standstill in early 2021 will be gradual, with...
Eurozone | ECB will aim to retain optionality given high uncertainty
Posted by Oliver Rakau on Dec 13, 2021
It appears to be a forgone conclusion that the ECB council will agree to end its Pandemic Emergency Purchase Programme (PEPP) at its upcoming...
Eurozone | Macron sets EU aims amid Omicron risks
Posted by Daniela Ordonez on Dec 10, 2021
The health situation is deteriorating across Europe, prompting strongercontainment measures. Beyond the direct impact that renewed restrictions will...
Nordic key themes 2022: Headwinds to dissipate
Posted by Rory Fennessy on Dec 9, 2021
The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts and post-reopening...
APAC | Asia exports look to improve in 2022
Posted by Lloyd Chan on Dec 9, 2021
The level of Asian exports in volume terms has been stagnant in H2 2021. In addition, across the major manufacturing exporting economies, there have...
APAC | Regional monetary policies to continue to diverge in 2022
Posted by Sian Fenner on Dec 8, 2021
We expect monetary policy to continue to diverge across Asia Pacific (APAC) in 2022, with central banks in the advanced APAC economies (apart from...
Global | Key themes 2022: Strong recovery amid shifting risks
Posted by Ben May on Dec 7, 2021
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong...