Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
Research Briefing
Despite the recent appreciation, our forecast still sees a weaker euro versus the US dollar compared to our pre-US election...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast. Our new baseline...
Research Briefing
The Trump administration's imposition of a blanket 20% tariff on EU imports, in addition to the wide-ranging tariff increases imposed...
Research Briefing
Our initial estimates of the direct impact from the US decision to raise tariffs on imports from the EU and...
The implementation of the US “Liberation Day” tariff hikes will have a significant impact on individual sectors and firms, even...
Research Briefing
The 'Liberation Day' tariffs, together with separately announced higher tariffs on auto imports to the US, will lead us to...
Research Briefing
A series of problems have undermined confidence in the accuracy of official economic statistics for the UK. When using Office...
Research Briefing
Prime Minister Sir Kier Starmer has pledged to increase the UK's defence spending to 2.5% of GDP by 2027, following...
Consulting Report
The UK can capitalise on growing opportunities in green innovations by investing in sectors where it has a competitive advantage....
Consulting Report
This study, commissioned by the British Army, assesses both the long-term contribution the organisation makes to the UK's productive capacity...
Research Briefing
Trump's first term was marked by policies and pronouncements that strained international relations, including trade tariffs and a travel ban...
Research Briefing
The government's plan to cut immigration and reduce the number of temporary residents will cause Canada's population to decrease slightly...
Research Briefing
Fears that President-elect Donald Trump would attempt to fire Federal Reserve Chair Jerome Powell or meddle with the Federal Open...
Research Briefing
Our baseline forecast assumes that President-elect Trump won't increase tariffs on US imports from the UK. In fact, the main...
Research Briefing
We think improving profitability and falling interest rates will underpin a gradual pickup in UK business investment. But this follows...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
We expect growth across the Nordic economies to pick up in the near term, with quarterly growth in Sweden and...
Research Briefing
Hopes of a consumer spending recovery becoming the driving engine of eurozone growth in 2024 have not materialised. Private consumption...