Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Consulting Report
Half-built Britain - unlocking the nation’s infrastructure growth plans has been written for the Construction Plant-hire Association. It investigates how...
Research Briefing
Southern European economies face the threat of a steep fiscal cliff in 2027. The EU Commission plans to end payments...
The Budget on November 26 will be a key test of market confidence in the UK government's fiscal approach. If...
Research Briefing
A federal government shutdown is unlikely to shift forecasts for GDP, unemployment, or inflation but adds downside risks to near-term...
Research Briefing
The next Czech government will inherit a relatively fast-growing consumer-driven economy, but also a host of difficult medium-term challenges.
Research Briefing
Diverging fortunes across age and income groups reveal both resilience and fragility in the US consumer outlook.
Research Briefing
Large primary deficits make for a concerning fiscal outlook
Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
Research Briefing
The July baseline forecast will fully adopt the Republican tax-and-spending bill, which is poised to become law by the July...
Research Briefing
NATO's commitment to spend 5% of GDP annually on defence by 2035 is broadly in line with the change to...
Research Briefing
The German finance ministry's draft budget for 2025 and updated medium-term fiscal plan show the government is embarking on a...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
For some governments, pressure from markets to set out clearer or more ambitious fiscal plans may build, posing a downside...
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Research Briefing
The report argues that enhancing project bankability should become a main policy priority as part of climate investment endeavors.
Consulting Report
Sustainable finance is not merely a climate imperative but a development necessity. As climate risks intensify, Africa must urgently mobilise...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...