Research Briefing
Prime Minister Sir Kier Starmer has pledged to increase the UK's defence spending to 2.5% of GDP by 2027, following...
Fiscal policy
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Displaying 1 to 20 of 181 results
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...
Research Briefing
Recently, Asian economies have looked to consolidate their fiscal balances as the need for counter-cyclical policy reduces.
Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
The broad shape of the UK Budget was largely as expected, but the scale of the increases in current spending,...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Consulting Report
The Burden of Unpredictable Excise Taxes & High Inflation on Beer Producers & Consumers in South Africa
Research Briefing
The UK grew at an above-trend pace in H1 2024, but we don't expect this to be sustained over the...
Research Briefing
Economic policy uncertainty is rising earlier than normal for a presidential election year, and this has implications for the Q4...
