Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
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....
Norway | Outlook for 2022 holding firm despite inflation and Covid headwinds
Posted by Rory Fennessy on Nov 29, 2021
Our 2021 mainland GDP growth forecast remains unchanged at 3.9% after the 2.6% Q3 expansion was broadly in line with our estimate, and we continue to...
Norway | Forecast for 2021 downgraded slightly, but GDP will still rebound strongly in Q3
Posted by Rory Fennessy on Oct 27, 2021
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 1.1%...
Norway | Central bank begins the rate hiking cycle amid strong growth outlook
Posted by Rory Fennessy on Oct 1, 2021
Our 2021 mainland GDP growth forecast remains unchanged at 4.1%. With all domestic restrictions eased and the pandemic largely under control, the...
North America | Key themes 2021: North America looks to a brighter future
Posted by Gregory Daco on Dec 10, 2020
Control over the virus will determine the economic outlook in 2021. While it’s been a long and tiresome year, a brighter future is within reach if we...
Asia Pacific | Key Themes 2021: Strengthening Tailwinds
Posted by Priyanka Kishore on Dec 10, 2020