Latest reports
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Everything everywhere all at once
29 March
Negative confidence effects from the near-death experience in the US banking sector and the unresolved energy situation in Europe will shape the rest of the year.
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Swiss shotgun wedding – What’s next?
24 March
What to watch: US Fed's interest rate path, France's political & social crisis, EU electricity markets
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Centrifugal emerging markets
23 March
While the global financial system remains dominated by advanced economies (and anchored to the US monetary regime), it will be increasingly shaped by faster-growing emerging market economies.
Latest analysis of the energy crisis
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Russia’s war economy
23 February
Despite Western sanctions, Russia's economy held up better than expected in 2022. However, the outlook is challenging for 2023.
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Monetary policy in Central and Eastern Europe ahead of the curve?
09 February
Central banks in the CEE-4 were the first to halt their interest rate hiking cycles and, barring any new shocks, we expect some of them to also be ahead of the curve when it comes to the pivot.
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No, the energy shock in Europe does not mean de-industrialization
24 January
The large energy-price shock still lies ahead for European corporates but it won't be a game-changer for price competitiveness against the US.