Category: Pricing & Markets
Europe Pricing & Markets
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Macro - Country Economic Forecasts - Germany
... 2026. This stability reflects that GDP grew by the expected 0.2% q/q in Q1, that our tariff assumptions haven't changed, and that the new German government, having entered office, hasn't yet revealed any policy changes. Read More
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Macro - Country Economic Forecasts - Estonia
... We don't expect the trade war launched by the US to directly impact Estonia's growth much, but the indirect effects will be negative on the margin for the trade-intensive economy. Therefore, we have lowered our ... Read More
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Analysis by Region - Emerging Markets - Croatia
... as US President Donald Trump's trade war escalates. But Croatia should remain one of the fastest-growing Eurozone economies this year and next, thanks to loose fiscal policy, a thriving tourism sector, and significant EU investment. Read More
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Macro - Country Economic Forecasts - Netherlands
... making them dearer, but they will also hit demand for Dutch-produced inputs into other countries' US-bound exports. We expect inflation to average 2.7% in 2025 and 2.2% in 2026, with the tariff hit to demand ... Read More
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Macro - Country Economic Forecasts - Germany
... in 2026. This stability reflects the positive effects of the initial impact from Germany's fiscal sea change offset by the weaker and more uncertain global backdrop in light of the shifts in US trade policy. Read More
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Macro - Country Economic Forecasts - Germany
... in our April forecast round. Upward revisions could see GDP growth peak at 2.6% in 2027 and average 1.8% over the next four years, 0.7ppts higher than in February and 0.6ppts higher than in March. Read More
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Industry - Country Industry Forecasts - Germany
... downgrades to our forecast for German industry and now expect a significantly slower pace of growth over the next 2 years. A cyclical component—weak domestic demand—is an important factor that has pushed back the recovery. Read More
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Macro - Country Economic Forecasts - Netherlands
... lower inflation will help drive the recovery in consumption. However, tariffs and trade uncertainty will constrain growth. We expect inflation will average 2.9% in 2025, and 2.1% in 2026, with tariffs hindering the disinflationary process. Read More
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Macro - Country Economic Forecasts - Sweden
... in Sweden, which will increase to 3% of GDP by 2030 from 2.4% currently, and in Europe, which will benefit Sweden's large defence industry. We expect growth will be driven by domestic demand this year. Read More
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Analysis by Region - Emerging Markets - Croatia
... year. A gradual restocking process as industrial fortunes turn should support a quicker rebound than we expected. Over the next few years, GDP growth will slow but remain healthy as the positive output gap narrows. Read More
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Macro - Country Economic Forecasts - Estonia
... in Q3 2024, but was close to stagnation at 0.03%. This lack of momentum bodes poorly for growth prospects. Unlike in 2008 and 2020, when GDP posted a clear one-quarter bottoming out followed by a ... Read More
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Analysis by Region - Europe
... to 4.1% in 2025, an improvement from recent years. Stabilising natural gas prices and stronger-than-expected population growth will be the main growth drivers next year as the economy strengthens from several years of soft growth. 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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