UK PM Liz Truss brings a slew of policy changes Europe, Middle East and AfricaThe Lens UK PM Liz Truss brings a slew of policy changes Despite positive developments, the UK is still unlikely to avoid a recession through 2023 While…Martin BelchevSeptember 15, 2022
Fighting in Ethiopia will aggravate FX shortages Europe, Middle East and AfricaThe Lens Fighting in Ethiopia will aggravate FX shortages A new truce is likely in the coming months, but a definitive end to the…Antoine BradleySeptember 15, 2022
The risk of unrest in Morocco is increasing Europe, Middle East and AfricaThe Lens The risk of unrest in Morocco is increasing Inflation will remain high through H1 2023 before beginning to ease in H2 B2Cs should…Assem HeibaSeptember 15, 2022
Ukraine’s successful counteroffensives alter the strategic trajectory of the war Europe, Middle East and AfricaThe Lens Ukraine’s successful counteroffensives alter the strategic trajectory of the war Ukraine’s successes open up several downside risks Firms need to prepare for a very difficult…Mark McNameeSeptember 15, 2022
Argentina’s FX outlook looks slightly less bleak Latin AmericaThe Lens Argentina’s FX outlook looks slightly less bleak The influx of USD will enable the BCRA to maintain a controlled pace of ARS…Mariana ZepedaSeptember 15, 2022
Japan takes a small step toward resuming tourism Asia PacificThe Lens Japan takes a small step toward resuming tourism Tourism is unlikely to make a meaningful recovery until tour requirements are dropped B2C firms…Milind SinghSeptember 15, 2022