The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to cut our 2022 mainland GDP growth...
Sweden | Fallout from Russia's invasion of Ukraine to be limited
Posted by Daniel Kral on Mar 22, 2022
We have lowered Sweden's growth for this year to 3.1% from 3.6% previously due to the fallout from Russia's invasion of Ukraine. The main channel...
Eurozone | Markets are at the mercy of war
Posted by Angel Talavera on Mar 18, 2022
The war between Russia and Ukraine continues to dominate headlines and financial markets. The daily news flow coming out of the region is causing...
Global | Russia-Ukraine war adds to the risks facing global real estate
Posted by Christopher Babatope on Mar 18, 2022
The global economic outlook has deteriorated, with downside risks threatening global real estate. In this Research Briefing, we share our baseline...
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...
Europe | Tourism effects of Russia's war on Ukraine
Posted by Jack Minchin on Mar 15, 2022
While Ukraine and Russia will suffer significant impacts in terms of inbound travel, there will be immediate and direct impacts across other...
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...
Eurozone | There are several dovish caveats to ECB's faster QE tapering
Posted by Oliver Rakau on Mar 11, 2022
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate its QE exit...
Europe | NBP hikes rates amid falling PLN and higher inflation prospects
Posted by Mateusz Urban on Mar 9, 2022
The National Bank of Poland (NBP) hiked its policy rate by 75bps at yesterday's meeting, bringing it to 3.5%. Although a continuation of monetary...