Emerging Europe Rapid Response Manufacturing PMIs (Feb.) The manufacturing PMIs out of Central and Eastern Europe (CEE) generally ticked up last month, but still suggest that industrial sectors remained weak. In contrast, the increases in the PMIs in Turkey... 1st March 2024 · 2 mins read
UK Housing Market Rapid Response Nationwide House Price Index (Feb. 2024) Another sizeable monthly increase in the Nationwide house price index in February confirmed that lower mortgage rates are feeding through to higher prices. But recent increases in interest rate... 1st March 2024 · 3 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Feb. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economies in Central and Eastern Europe ended 2023 on a weak note, but the outlook for... 29th February 2024 · 1 min read
UK Markets Chart Pack UK Markets Chart Pack (Feb. 2024) Despite renewed inflation concerns pushing interest rate expectations and gilt yields higher, our forecast that CPI inflation will fall below 1.0% later this year makes us think that the markets are... 29th February 2024 · 1 min read
Climate Economics Monthly Five highlights from February This Monthly looks at five highlights from the Climate Economics service in February, including the addition of Canada to our Regional Climate Databank, and the launch of our coverage of the EU carbon... 29th February 2024 · 5 mins read
UK Commercial Property Rapid Response Lending to commercial property (Jan. 24) 29th February 2024 · 1 min read
Europe Rapid Response Swiss GDP (Q4 2023.) The second successive 0.3% q/q increase in Swiss GDP in Q4 was better than the consensus and our own forecasts of 0.1% and we now think economic growth is likely to accelerate further in the coming... 29th February 2024 · 2 mins read
UK Economics Rapid Response UK Money & Credit (Jan. 2024) January’s money and credit figures suggest the drag on consumer spending and the housing market from higher interest rates is easing, which suggests an economic recovery, at least in some sectors, has... 29th February 2024 · 3 mins read
Emerging Europe Rapid Response Turkey GDP (Q4 2023) The pick-up in Turkish GDP growth to 1.0% q/q in Q4 was driven by a rebound in private consumption and suggests that aggressive monetary tightening has yet to take the sting out of domestic demand... 29th February 2024 · 2 mins read
Emerging Europe Rapid Response Russia Activity Data (Feb.) The latest activity data for January suggest that Russia’s economy maintained solid growth at the start of this year, which supports our forecast for above-potential GDP growth of 3.0% over the course... 28th February 2024 · 1 min read
Emerging Europe Economics Update Romania needs to reduce its macro imbalances Romania’s large twin budget and current account deficits remain a key concern. One near-term risk is that fiscal policy stays very loose (or is loosened further), particularly in view of elections... 28th February 2024 · 5 mins read
Asset Allocation Update We think European equities will keep playing catch-up We expect strong returns from European equities in the next couple of years, but we think they will continue to underperform those in the US. 28th February 2024 · 5 mins read
Europe Economics Update Swiss disinflation largely complete, rate cuts incoming The disinflation story is largely over in Switzerland, and rising rent inflation may actually cause headline inflation to increase in the summer. However, this will not stop the SNB from cutting its... 28th February 2024 · 4 mins read
Emerging Europe Rapid Response Economic Sentiment Indicators (Feb.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally fell in February, but still point to regional GDP growth strengthening in Q1. 28th February 2024 · 2 mins read