The banking sector has proved resilient during the pandemic, and eurozone banks will continue to play a significant role supporting the near-term...

Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...

Ukraine’s sovereign Eurobond yields soared since mid-November when US sources first reported a build-up of Russian troops along its eastern border....

The Nordic countries will exit 2021 in much better shape than when they entered it. Considerable progress on vaccine rollouts and post-reopening...

A less positive economic outlook and rising downside risks are threatening the global real estate recovery. Our baseline forecast is for global all...

The eurozone pushed on with a strong recovery in 2021, but in many ways that’s been the easy part. With reopening tailwinds mostly exhausted, the...

We concur with the central bank’s (BSP) view that the current rise in inflation in the Philippines is for the most part transitory, reflecting...

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

The Nordic recovery is on track despite some surprises in the Q2 GDP components and rising downside risks. Real goods exports underperformed given...

We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of the crisis. In the short...