Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Debt
Filter content
Tag
Region
Research Briefing
The debt limit was reinstated at $36tn on January 2, but it's not a hard deadline for Congress to act...
Research Briefing
We estimate that Japan's nominal neutral interest rate – the rate consistent with monetary policy that is neither stimulative nor...
Research Briefing
During the next presidential term, the economy will receive a net boost from federal policymaking, and inflation will come in...
Research Briefing
Related Content UK Elections | Beyond the Headlines In this week’s Beyond the Headlines, join Andrew Goodwin, Chief UK Economist,...
Retail sales fell by 0.4% m/m in March following the boost to sales from the Taylor Swift tour in February....
The Australian Government’s review of Australia’s it’s higher education system could not have come at a more opportune time. Lacklustre...
The supply-shocks era (2020-23) represented the first time in a generation where inflation significantly eroded the real value of global...
Research Briefing
Mortgage payments have soared since the Bank of Canada began aggressively hiking interest rates in early 2022, and there is...
Research Briefing
The supply-shocks era represented the first time in a generation where inflation significantly eroded the real value of global public...
Research Briefing
Last week's Budget highlighted the flaws at the heart of the UK's dysfunctional fiscal policy, particularly its poorly-designed fiscal rules....
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
The commercial real estate landscape has undergone considerable changes due to the recent surge in interest rates and emerging funding...
Research Briefing
The Census Bureau released its long-term population projections in November. They paint a more pessimistic outlook for the US than...
Research Briefing
Growth in most LatAm economies will be below consensus. Economic momentum has surprised to the upside through most of 2023,...
Research Briefing
The divergence in yield curves across markets has been notable, with most experiencing significant upward shifts in the last two...
Research Briefing
China's weak economic activity amid a housing correction has led many investors to draw comparisons with Japan's balance sheet recession...
Research Briefing
Reforms to the UK's fiscal framework would help put the public finances on a more sustainable path and provide a...
Research Briefing
We continue to forecast growth in global construction activity over 2023, albeit at a slower rate than we anticipated at...
The late December announcement of China’s intention to re-open its borders for travel took the international community by surprise, with...
