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....
Europe | Key Themes 2022: CEE is in for an eventful year
Posted by Tomas Dvorak on Jan 20, 2022
After emerging as an outperformer in early 2021, the Central and Eastern European region is set to face an eventful year in 2022. This year should...
Denmark | Successful virus containment strategy means Omicron will not derail growth in 2022
Posted by Rory Fennessy on Jan 19, 2022
We’ve lowered our 2022 Danish GDP forecast 0.1ppt to 3%, with the Omicron variant expected to slow activity in Q1. But the economy should make up the...
Global Industry | Global logistics challenges more than just port bottlenecks
Posted by Kiki Sondh on Jan 17, 2022
The pandemic has tested the adaptability and resilience of transport and logistics companies. With consumers focusing their spending on goods rather...
Eurozone | Industry offering some hope for a better year ahead
Posted by Nicola Nobile on Jan 17, 2022
Strong industrial production numbers for November offer some hope that the worst is over, supporting our view of a gradual resolution of supply-side...
Eurozone | Solid pay rebound won’t trigger a wage-price spiral
Posted by Katharina Koenz on Jan 13, 2022
We expect the solid recovery of the labour market and the lagged impact from the 2021 inflation surge to trigger a sharp pick-up in wage growth in...
US | Supply chain remained strained at year end
Posted by Oren Klachkin on Jan 10, 2022
Our US supply-chain stress tracker offers some encouraging news to kick off the new year. Pressures on the inventory front diminished in December,...
Canada | Recovery continuing despite bumps in the road
Posted by Stephen Adams on Dec 21, 2021
The recovery of Canadian metros is continuing in terms of both GDP and employment. We forecast that GDP in Edmonton and Calgary will grow by more...
Global | Key themes 2022: Supply chains to begin normalising
Posted by Kiki Sondh on Dec 20, 2021
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery in...