Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...
Fiscal policy
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Displaying 1 to 20 of 189 results
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...
Research Briefing
Prime Minister Sir Kier Starmer has pledged to increase the UK's defence spending to 2.5% of GDP by 2027, following...
Research Briefing
The April increase in employers' national insurance contributions will weaken the UK labour market, increasing unemployment. Sectors with the greatest...
Research Briefing
The more aggressive ramp up in tariffs caused us to lower, but not slash, our forecast for real consumer spending...
Consulting Report
The EU VAT Gap 2024 report offers an extensive analysis of the value-added tax (VAT) compliance and policy gaps across...
Research Briefing
The creation of the Department of Government Efficiency (DOGE), along with the incoming Treasury secretary's goal of halving the deficit...
Research Briefing
The risks around the forecast for federal government employment are skewed to the downside because of the limited scope for...
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
We think Australia's growth prospects are set to improve in 2025. Lower inflation will be supportive of the growth outlook,...
Research Briefing
This Research Briefing presents two scenarios for Ghana’s December 7 general election, based on our assessment of the election manifestos...
Research Briefing
u live in interesting times in US The first release of the November baseline incorporated the election outcome, but in...
Research Briefing
Our nowcast suggests October's headline and core PCE inflation will be at their fastest monthly pace in six months and...
Research Briefing
US tariffs under a Trump presidency and a Republican-led Congress are a major concern for China. However, we expect additional...
