The GCC countries have entered a period of higher interest rates - their US$ currency pegs mean regional central banks mirror US Fed hikes. Our...
Europe | Russia's invasion of Ukraine is sending tremors through CEE
Posted by Mateusz Urban on Mar 15, 2022
Russia's invasion of Ukraine is being felt throughout the global economy, but few places are as exposed to its impact as the Central and Eastern...
Global | Climate change and the economic impact of extreme weather
Posted by James Nixon on Mar 14, 2022
From a climate change perspective, 2021 was another remarkable year. While not the warmest year on record, a host of extreme weather events and...
MENA | Commodity price shock is a mixed blessing for MENA
Posted by Maya Senussi on Mar 14, 2022
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact on commodity prices. Fuel...
Eurozone | EU faces tough trade-offs to phase out Russian gas
Posted by Daniel Kral on Mar 11, 2022
Following Russia's attack on Ukraine, the EU Commission has accelerated plans to phaseout Russian gas, with a two-thirds cut this year. To offset the...
US | Supply chain stress is poised to intensify
Posted by Oren Klachkin on Mar 7, 2022
US supply chain stress tracker brought bad news in February. Inflation took up the baton from transportation and now represents the most stressed...
Global | Key themes 2022: Supply response cools price pressure
Posted by Stephen Hare on Jan 31, 2022
Brent is currently trading at multi-year highs amid low inventories, robust demand and supply concerns. This follows a sharp recovery in demand last...
Eurozone | ECB Watch – inflation risks will dominate ECB meeting
Posted by Oliver Rakau on Jan 31, 2022
Inflation prospects will again dominate the upcoming ECB meeting. We do not expect any clear policy signals or decisions given that the council made...
Middle Eastern Cities: The long-term outlook
Posted by George Bowen on Jan 31, 2022
In 2021, there were 16 Urban Economic Powerhouses in the world (cities with GDP greater than $500bn), but none were located in the Middle East. By...
Global | Real estate to outperform bonds and equities
Posted by Mark Unsworth on Jan 28, 2022
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and equities. We...