Research Briefing
The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and...
Research Briefing
The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and...
Research Briefing
Back to Resource Hub Research Briefing UK inflation set to peak higher and remain stickier We now see UK CPI...
Research Briefing
A key aim of the climate negotiations at COP26 was the notion of keeping 1.5°C alive. While the emission reductions...
Research Briefing
Alongside its decision to raise rates by 25bps to 0.5%, the MPC today sent an unmistakeably hawkish message, and we...
Research Briefing
Turkey’s unpredictable macro policies could leave the treasury with a sizeable bill stemming from FX-protected lira deposits. The baseline for...
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...
Research Briefing
After a decade of consistently strong growth, UK labour supply has slumped since the onset of the pandemic and we...
Research Briefing
The lifting of Covid restrictions on January 27 adds to hopes that the worst of the pandemic is in the...
Research Briefing
Global real estate returns are looking healthy over the next five years, providing a strong relative performance versus bonds and...
Research Briefing
We have lowered our mainland 2022 GDP growth forecast by 0.1ppt to 4.2% to reflect the economic impact of the...
Research Briefing
Whether or not the MPC raises Bank Rate in February is close to a 50:50 call. We marginally favour a...
Research Briefing
Though the scale of December’s fall in retail sales came as a nasty surprise, it was not simply an Omicron...
Research Briefing
A strong outturn for November took the output measure of GDP above its pre-pandemic peak. Given GDP is likely to...
Research Briefing
This week’s talks between Russia, on one side, and on the other the US, NATO and the Organisation of Security...
Research Briefing
The hit to UK GDP from Omicron is likely to be much smaller than previous Covid waves
Research Briefing
That movements in consumer credit and households’ savings in November returned to levels more akin to pre-Covid norms offered further...
Research Briefing
Though the government has opted to defer a decision on introducing further restrictions until after Christmas, it seems likely that...
Research Briefing
We project that Asia Pacific’s 25 leading cities experience on average 4.5% GDP growth in 2022, and 4.1% over the...
In spite of global supply-side issues and another wave of Covid-19 infections at the end of 2021, we expect GDP...
Research Briefing
Based on the positive carryover effects from two strong months of GDP growth in August and September, we have raised...