Category: Pricing & Markets
Europe Pricing & Markets
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Analysis by Region - Emerging Markets - Croatia
... large hike in energy prices early next year that will cause real income growth to slow down considerably. Still, the economy will likely continue to outperform the eurozone average next year and over the long ... Read More
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Macro - Country Economic Forecasts - Netherlands
... wage growth helps drive the recovery in consumption, along with lower inflation. We expect inflation will average 3.4% in 2024 and 2.5% in 2025, thanks to lower international energy prices and easing underlying inflationary pressures. Read More
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Macro - Country Economic Forecasts - Sweden
... pace in the next few quarters due to household real income gains, easing financial conditions, and improved domestic and external demand. Both fiscal and monetary policy will support growth next year, making Sweden the fastest ... Read More
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Macro - Country Economic Forecasts - Germany
... in August limits the risks of a more material drop in Q3 GDP. But incoming capital goods and construction orders underscore the continued drag from past monetary policy tightening. Meanwhile, the drop in employment in ... Read More
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Macro - Country Economic Forecasts - Estonia
... and our forecast of soft growth in Q3 and Q4 will likely result in a mild GDP contraction of 0.5% for this year. We expect growth of 3.6% next year as the economy starts to ... Read More
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Industry - Country Industry Forecasts - Germany
... signs cited in our last quarter’s report have either reversed or stalled out: monthly industrial production figures showed steep falls first in May and then again in July, falling below the previous trough in December. Read More
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Macro - Country Economic Forecasts - Ukraine
... June, from 3.7% y/y in May. But due to stronger growth in Q1, GDP reached a decent 4.1% y/y expansion in H1. Although we still expect GDP will climb by 3.8% this year, risks are ... Read More
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United Kingdom Renewable Energy Policy Handbook 2024
... major policies governing the renewable energy market in the country and provides information on renewable policies/developments at a regional/municipal level. The report discusses renewable energy targets and plans along with the present policy framework, giving ... Read More
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Analysis by Region - Europe
... forecast for Kyrgyzstan to 4% y/y, 0.2ppts down from the previous forecast. We expect that growth will drop to 3.2% y/y in 2025, but will then hover around 4% in the medium to long term. Read More
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Analysis by Region - Emerging Markets - Albania
... with a strong finish to 2023 providing a healthy carryover for growth in 2024. Growth will moderate over this year as we estimate the economy is operating above potential, but quarterly momentum will be supported ... Read More
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Analysis by Region - Europe
... raised our GDP growth forecasts for Turkmenistan by 0.1ppt to 3.1% y/y in 2023 and by 0.5ppts to 2.7% y/y in 2024, as we expect energy prices to rise due to an intensifying Israel-Hamas conflict. Read More
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Developed Europe: Macroeconomic Growth Opportunities, 2030
... geopolitical tensions and record-high inflationary pressures. Economic growth is likely to remain subdued in 2023 across the whole region as high energy costs weigh on household spending and lower profit margins of businesses, given high ... Read More
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Macro - Country Economic Forecasts - Germany
... a technical recession, leading us to raise our 2023 GDP forecast to 0.3% growth (up 0.4ppts from last month). That said, we now assume that recent market turbulence will add to the monetary policy headwinds ... Read More
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Industry - Country Industry Forecasts - Germany
... the economy are be easing, rocketing gas prices are likely to weigh on German industry through the winter. We forecast a 0.9% decline in industrial production this year, followed by a 1% increase in 2023. Read More
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European Telcos' Response to Energy Volatility and Long-Term Sustainability
... employing to manage the current energy crisis and the impact each one has on their long-term sustainability goals to meet the promises of zero emission delivery by 2050. Please Note: Extended description available upon request. Read More
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Macro - Country Economic Forecasts - Sweden
... activity. Inflation continues to rise and underlying pressures are intensifying, the housing market is undergoing a major correction, and consumer confidence is at record lows. The labour market has provided important support but will soften ... Read More
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War in Ukraine - Six Months on and the Conflict is Creating a Global Crisis
... the effects continuing to have a damaging effect. Although Russia had planned a swift invasion this has not materialized due to the unforeseen strength of Ukrainian resistance with front lines having become stationary in recent ... Read More
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Spain Power Market Size and Trends by Installed Capacity, Generation, Transmission, Distribution, and Technology, Regulations, Key Players and Forecast, 2022-2035
... numbers for capacity, generation, and consumption up to 2035. Detailed analysis of the country’s power market regulatory structure, competitive landscape, and a list of major power plants are provided. The report also gives a snapshot ... Read More
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Analysis by Region - Europe - Ukraine
... plateaued in May, as broken supply chains, destroyed infrastructure, displaced population and fuel shortages put a cap on the degree to which the economy can adapt. Such trends are consistent with our expectation that the ... Read More
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Macro - Weekly Briefings - United Kingdom
... cost of living pressures. It’s still unclear what effect a more generous bills rebate will have on official inflation, but the targeted nature of the new support means any indirect inflationary boost should be limited. Read More
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Macro - Country Economic Forecasts - Netherlands
... lockdowns in China, we have lowered our GDP growth forecast by 0.1ppt this year to 3.1%, but for 2023 we have raised it to 1.7% (from 1.6% last month). Inflation has continued to rise in ... Read More
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Macro - Country Economic Forecasts - United Kingdom
... and 1.4%, respectively. While inflation has probably peaked, renewed supply-chain disruptions and a weaker pound will keep price pressures higher for longer, and the MPC is set to tighten more aggressively than we previously anticipated. Read More
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Macro - Country Economic Forecasts - Romania
... industry advancing only 2.5% q/q and retail sales growing by 0.8%. That said, economic confidence increased in Q1 to 103.0 from 102.3 in Q4 2021, despite the impact of the Russia-Ukraine war and the resulting ... Read More
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Macro - Country Economic Forecasts - Ireland
... in sentiment, survey data and other evidence point to an economy that is being borne along by a healthy degree of positive momentum. As such, we're sticking with our forecast that GDP will grow by ... Read More
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Macro - Country Economic Forecasts - Portugal
... while we had pencilled in just a 0.4% gain to the start of the year. This builds on last year's solid growth, adding to the strong carry-over effect in 2022 (no growth from Q2 to ... Read More
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