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Recovery of Russian consumption is likely to moderate

Location:

RUSSIA

Strong household demand, now restored to pre-war levels, mitigated the impact on GDP of falling exports last year. The consumer market is profoundly changed, with new brands from…

Parallel imports continue to support Russia’s economy

Location:

RUSSIA

Parallel imports have played a crucial role in securing the supply of goods for the Russian economy. The creation and management of parallel import channels is now an important…

US trade exposure to China will remain high

Location:

CHINA/UNITED STATES

In January-November, imports of Chinese goods dropped more than 20% year-on-year. China’s share of total US imports plunged to 13.9% from 16.7% in the same period in 2022, while…

Russian household consumption is recovering slowly

Location:

RUSSIA

This was the first acceleration after twelve consecutive declines and was driven by an 11% rise in the prices of services. The war in Ukraine has exposed Russia’s consumers to…

Russia’s car industry will struggle to recover

Location:

RUSSIA

Russia’s full-scale invasion of Ukraine and subsequent Western sanctions caused a severe crisis in the automotive sector. Supply chains were severed, output collapsed and exports…

Many factors will restrict Russia’s recovery in 2023

Location:

RUSSIA

This turnout was a far milder contraction than the many assessments made at the outset of the invasion of Ukraine of its likely impact on the Russian economy. It prompted a public…

Russia's economic decline will continue this year

Location:

RUSSIA

The recession was far shallower than expected; early forecasts had predicted a contraction of up to 10%. However, economic decline will continue into 2023. Unprecedented sanctions…

Inflation could rise again in Russia in 2023

Location:

RUSSIA

Inflation has subsided owing to base effects. War, sanctions, geopolitical isolation and economic restructuring have already undermined population living standards, with poorer…

EU-US economic ties will survive testing US policies

Location:

INTERNATIONAL

EU-US ties.

Iran will see a decline in manufacturing output

Location:

IRAN

The consequences of renewed US sanctions on Iranian domestic manufacturing