Category: Pricing & Markets
Europe Pricing & Markets
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Analysis by Region - Europe - Russia
... in Q1, this mainly reflects buoyant growth in January-February, before Russia's invasion of Ukraine. Having already banned coal imports, the EU is currently considering further sanctions to restrict oil and gas imports from Russia, which ... Read More
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Macro - Country Economic Forecasts - France
... Russia and Ukraine on France’s exports and imports, the real pain will be felt in sharply higher energy prices. Overall, we continue to expect French GDP to expand by 3.0% in 2022, and by 2.0% ... Read More
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Macro - Country Economic Forecasts - Spain
... we expect Spanish GDP to grow 4.8% this year (down from our previous 5.1% forecast) and 3.9% in 2023. An extension of the conflict or escalation in hostilities will likely lead to further downward revisions ... Read More
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Industry - Country Industry Forecasts - United Kingdom
Industry - Country Industry Forecasts - United Kingdom Industrial production had been increasing slowly but steadily since last October thanks to easing supply chain pressures, but remains about 2% below pre-pandemic levels. Read More
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Macro - Country Economic Forecasts - Poland
... higher energy commodity prices will keep inflation elevated for longer, which will weigh on real incomes and consumer spending. However, looser fiscal policy, due in part to new refugee-related and military spending, will cushion some ... Read More
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Macro - Country Economic Forecasts - Norway
... 0.7ppts to 3.6%. While government subsidies for household electricity bills are containing energy price rises, the stark strengthening of underlying price pressures has led us to expect the strongest year for inflation since 1989, which ... Read More
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Macro - Country Economic Forecasts - Netherlands
... forecast to 5.7% for this year (from 5.1% last month) and 1.1% in 2023. The high pass-through of gas prices in the Netherlands will hit households' disposable income and consumption spending, so we have cut ... Read More
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Analysis by Region - Europe
... how long the fighting will last. Judging by Russia’s stalled offensive, we base our forecast on the assumption that the acute phase of the war will not extend beyond May, at which point a tentative ... Read More
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Global Economic Outlook: Impact of War in Ukraine
... impact channels would be accelerated energy and commodity prices, disruptions in the global supply chains and reduced business and consumer confidence. Beyond global spillovers, the depth of the impact varies among economies, with the Eurozone ... Read More
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Macro - Country Economic Forecasts - Germany
... the rebound in spending. New supply disruptions are also set to constrain the budding recovery in industrial production, at least in the near-term. We now expect GDP growth of 2.4% in 2022, down from 3.5% ... Read More
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Ukraine Renewable Energy Policy Handbook, 2022 Update
... major policies governing the renewable energy market in the country. The report discusses renewable energy targets and plans along with the present policy framework, giving a fair idea of overall growth potential of the renewable ... Read More
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Macro - Weekly Briefings - United Kingdom
... shock to the UK economy triggered by Russia's invasion of Ukraine. Inflation is set to rise above 8% later in the spring and we have downgraded our forecast for GDP growth this year and next. Read More
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