Looking forward to looking back

Telecom Outlook: What's in store for the sector in 2022?

In this series on the telecommunications sector in 2022, we look at the build-out of 5G and fibre networks, mergers in the telecom and mobile tower…

Energy Outlook: Solid growth for wind and solar amid energy crisis

Today's energy crisis is a wake-up call for Europe, which is increasingly dependent on suppliers outside the continent for gas. That’s why we…

Trade Outlook 2022: Clogged supply chains won’t hold trade back

Demand for consumer goods rose strongly last year despite the profound disruption to supply chains due to the pandemic. We expect global trade not only to…

ECB preview: How to avoid jumping from patience to panic

Next week’s European Central Bank meeting is unlikely to bring any policy changes. Instead, the central bank will have to master a new communication…

Four scenarios for the Bank of England's February meeting

We expect a 25 basis-point rate hike next Thursday, and that will kick-start the process of 'quantitative tightening'. Markets are still…

What to expect from Australia's central bank next week

The Reserve Bank of Australia will probably say they'll keep rates as they are until all, not just most, of the evidence points to a hike. But we…

Fed: Countdown to March lift-off!

The Federal Reserve admits rate hikes are coming "soon" and this will be the primary tool to tighten monetary policy. They are also laying the…