Research Briefing
The ruling Liberal Democratic party (LDP) and its partner Komeito lost their majority in Japan's upper house elections on July...
Fiscal policy
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Displaying 1 to 20 of 181 results
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...
Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...
Research Briefing
House Republicans have narrowly passed a reconciliation bill aligned with President Trump's economic goals, including short-term tax cuts and cost...
Research Briefing
The 2025/26 Victorian Budget offers little to change the near-term outlook for construction activity, as high debt levels constrain the...
Research Briefing
We appear to be witnessing the beginning of a new global economic and market paradigm. We expect five key trends...
Research Briefing
The 'Liberation Day' tariffs, together with separately announced higher tariffs on auto imports to the US, will lead us to...
Research Briefing
Our baseline forecast now assumes that European defence spending will rise to 3% of GDP by the end of the...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
