From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of extreme weather events and...
Global | Russia-Ukraine tensions: Asset market scenarios
Posted by Tatiana Orlova on Jan 27, 2022
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
Eurozone weekly economic briefing | High inflation keeps fuelling debates
Posted by Daniela Ordonez on Jan 21, 2022
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...
Eurozone | Council worried about a risk of higher medium-run inflation
Posted by Mateusz Urban on Jan 21, 2022
The release of the ECB December meeting minutes confirmed that inflation remained at the forefront of the Governing Council’s discussions last month....
Ukraine | Sovereign Eurobonds are a bargain despite risks
Posted by Tatiana Orlova on Jan 20, 2022
Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern border....
Global | The global real estate rebound is under threat
Posted by Christopher Babatope on Dec 9, 2021
A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is for global all...
Poland | Quantifying the costs of a prolonged clash with the EU
Posted by Mateusz Urban on Oct 22, 2021
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive response from the EU....
Global | Assessing the risk of an inflation regime change
Posted by Adam Slater on Jun 2, 2021
Inflation in advanced economies is set to rise this year to the highest rate in a decade. This has sparked fears of a shift to a high inflation...