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The global economic outlook has deteriorated in the last quarter.
As a result, we have revised down our baseline forecast for world GDP, particularly...
Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT and freezing the...
Russia’s invasion of Ukraine means that the economic impact of the conflict on Europe will be larger than we previously assumed. Our new baseline sees
Due to events over the past 24 hours, with Russia now intent on installing a “friendly” government in Ukraine, we have moved our global baseline in...
The escalation in the Russia-Ukraine conflict will hit the eurozone economy mainly via higher energy prices giving another spur to inflation, which...
On Monday 21 February, separatist leaders of the so-called Donetsk andLuhansk People’s Republics (LNR and DNR) called on Russia’s PresidentVladimir...
Despite tensions continuing to ratchet higher, on a medium term view we think the balance of probabilities implies a buying opportunity for affected...
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 bond yields have risen sharply over recent weeks to become more in line with fair value. Previous episodes have demonstrated that what starts...
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