Research Briefing
Japan’s Takaichi government approved a plan to cut the food consumption tax to 1% from 8% without resorting to debt...
Fiscal policy
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Research Briefing
Explore the complexities of devolution in the UK and its potential impact on regional growth and governance. Discover insights on...
Research Briefing
Andy Burnham's cautious economic strategy focuses on regional investment and electoral reform, aiming for long-term growth and improved political standing.
Research Briefing
France's economic outlook is concerning, with weak consumer confidence and a struggling labor market impacting growth. Discover more insights.
Prime Minister Sanae Takaichi’s administration will set economic and fiscal policy guidelines for 2026 in mid-July, targeting JPY370trn (US$2.3trn) in...
Research Briefing
The UK is set for a leadership change, with Andy Burnham likely stepping in. Key economic challenges await, impacting fiscal...
European defence spending is increasing, but challenges like import reliance and capacity constraints limit its economic impact. Explore the details.
Research Briefing
We’ve raised our end-2026 10-year Japanese government bond (JGB) yield forecast to 2.8% from 2.5%. The prospect of higher inflation...
Research Briefing
We expect the Gulf Cooperation Council (GCC) economies to enter recession in the first half of this year as the...
Research Briefing
In response to the US-Iran war, we've downgraded our forecast for GCC real GDP growth by 1.8ppts to 2.6% for...
Consulting Report
While Ethiopia already had a large illicit cigarette market prior to 2020, recent changes to the excise regime and the...
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Research Briefing
Despite the new government's 2026 budget being slightly more timid than anticipated, we don't plan major changes to our outlook....
Research Briefing
Japanese government bond yields have surged over the past few weeks. Here, we answer the most frequently asked questions about...
Research Briefing
We think the Czech 10-year bond yield is on track to breach 5% in the coming months, as the markets continue to price in the...
Research Briefing
Gilt yields are expected to ease over the coming years, but higher term premia, fiscal pressures, and shifting investor demand...
Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
Research Briefing
We anticipate another year of broadly steady and unexceptional global GDP growth, but with some more interesting stories running below...
Research Briefing
The UK Budget featured a backloaded tightening of fiscal policy via a series of tax rises. Given most of the...
