Up until recently there had been growing signs that the forces that lifted durable goods prices last year had begun weakening or even reversing. But...
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...
Africa | Ripple effects of a Russia-Ukraine war
Posted by Callee Davis on Mar 3, 2022
The Russia-Ukraine war is set to have implications for economies across the globe and African markets won’t be spared. Trade disruptions and soaring...
Global | A darker economic scenario from Russia’s war
Posted by Innes McFee on Mar 2, 2022
We have modelled a plausible downside scenario in which the fighting in Ukraine lasts well into 2023, the west imposes further sanctions and Russia...
Global | Russia’s invasion will trim real estate returns
Posted by Mark Unsworth on Mar 2, 2022
Our latest baseline forecast incorporates the economic impact of the Russia-Ukraine conflict, which has led us to downgrade our real estate...
Africa | Who will ride the oil price tailwinds?
Posted by Petro van Eck on Mar 1, 2022
Crude oil prices breached the $100pb threshold on February 24 as news broke that Russia invaded Ukraine. Geopolitical tensions, tight oil markets and...
Russia | CBR’s huge rate hike unlikely to restore financial stability
Posted by Tatiana Orlova on Mar 1, 2022
Following Russia’s invasion of Ukraine, the US and EU announced harsh new sanctions, including banning some Russian banks from SWIFT and freezing the...
United Kingdom | Russian invasion dents near-term growth outlook
Posted by Andrew Goodwin on Feb 28, 2022
The main impact on the UK economy of Russia’s invasion of Ukraine is likely to be energy prices staying higher for longer. The UK’s energy price cap...
Turkey | Outlook sours after Russia invades Ukraine
Posted by Maya Senussi on Feb 25, 2022
Turkey will take a hit from the Russian invasion of Ukraine through three main channels – tourism, energy prices and financial market disruption –...
Eurozone | War in Ukraine will hit Europe’s economy
Posted by Angel Talavera on Feb 25, 2022
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