Our research
Access all our publications and columns. Use the filters to easily find what content you are looking for.
Filters
All publications
288 results
The Week Ahead - 15 - 19 December 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.
The Week Ahead - 8 - 12 December 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.
The Week Ahead - 1 - 5 December 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.
The Week Ahead - 24 - 28 November 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.
The Week Ahead - 17 - 21 November 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.
Global Outlook 2026 - The Netherlands: Bottlenecks keep a lid on the economy
- Macro economy
-
The growth outlook improves moving into 2026, but bottlenecks and competitiveness issues constrain potential growth. We expect GDP growth to average 1.7% in 2025, 1.2% in 2026, and 1.4% in 2027. Labour market tightness eases, but the unemployment rate will only increase marginally. Inflation stays above the eurozone aggregate, due to tax changes and services prices.
Global Outlook 2026 - Eurozone: External environment rough, will Europe step up?
- Macro economy
-
The eurozone economy performed well in 2025, despite the headwinds from US tariffs and intense competition from China – even if that performance is exaggerated by outlier Ireland. We expect growth to re-accelerate in 2026 as German fiscal spending ramps up, though southern European outperformance is expected to wane on the end of the EU’s Recovery & Resilience Facility. The ECB is expected to stay on hold through 2026-7. Near term risks are tilted to another cut given the looming inflation undershoot, but those risks could tilt towards a hike as 2027 develops.
Global Outlook 2026 - The shifting world order
- Macro economy
-
The transition from one world order to another is in full swing, but it is still unclear how that new world order will look. The advent of AI, China’s rise, and the US’s relative decline offer challenges but also opportunities. The trade war weapon du jour has shifted from tariffs to chokepoints, creating new challenges for governments and manufacturers. Fiscal troubles in France and the UK are likely to remain a worry. Global growth has been remarkably resilient given the headwinds. We expect that resilience to continue in 2026, albeit with considerable risks.
The Week Ahead - 10 -14 November 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.
The Week Ahead - 3 - 7 November 2025
- Macro economy
-
These are the Key Macro Events for the upcoming week.