INSIGHT

SORBUS spotlight: After the war

It has been more than two years since Russia invaded Ukraine. The war itself has bogged down into a vicious stalemate and the direct economic impacts on Ukraine’s allies have fallen back as global energy prices have receded. However the conflict will eventually end, it seems likely to herald large changes in the structure of the global economy, reshaping global energy markets and pushing defence spending higher.

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SORBUS spotlight: The US Outlook

The United States has been the standout growth story of the post-pandemic years. Perhaps the best way to measure this is to compare the size of national output at the end of 2023 to the level it was expected to be at by the end of 2023 in the last set of pre-covid IMF forecasts back in the winter of 2019.

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SORBUS spotlight: The economy in 2024. Five key points.

2023 turned out to be a lot better than expected. A year ago the consensus view was that high energy prices would push the British and European economies into recession and the chances of a similar downturn in the United States were closely balanced.

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SORBUS spotlight: Third time lucky?

Speaking to a crowd of Western ambassadors at the Polish embassy in Moscow in 1956, the Soviet premier, Nikita Khrushchev, famously declared “we will bury you”. While some paranoid observers took this as a veiled threat to start a Third World War, what Khrushchev was actually talking about was economic output.

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SORBUS spotlight: Europe

The headlines about the Eurozone’s economic performance often mislead as much as they inform. All too often the fortunes of Germany are misrepresented as conveying the whole story. Often, such as now, this is simply not the case.

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