Research Briefing
Recently, Asian economies have looked to consolidate their fiscal balances as the need for counter-cyclical policy reduces.
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...
Research Briefing
We believe that recent jitters about US growth prospects are overdone. While US GDP growth will slow a bit, we...
Research Briefing
Abrupt yen appreciations have been associated with, or preludes to, global financial instability. So far, the recent yen surge has...
Research Briefing
As expected, the RBA kept rates on hold in August. The cash rate has now been unchanged at 4.35% since...
Research Briefing
You may be interested in 2024 Paris Olympics: Impact on Tourism and Beyond The Olympics are set to push Paris...
Research Briefing
The second round of the French snap elections resulted in a hung parliament, as we expected. Even though the Nouveau...
Research Briefing
Related Services Macro and Regulatory Scenarios Our models, forecasts, and datasets can be customised to fit the unique needs of...
Research Briefing
The economy slowed following the strong gains in the second half of last year, as it settled into a more...
Research Briefing
We subjectively assign a greater probability of a divided government after the 2024 elections rather than one that is fully...
Research Briefing
We modeled two scenarios in which former President Donald Trump returns to the White House and Republicans gain full control...
This year is set to be a turning point for commercial property markets in the US. A gradual easing in...
Research Briefing
We will retain our below-consensus 2024 GDP growth forecast of 1.9% for Mexico irrespective of the presidential election results on...
Research Briefing
Total construction work done is forecast to expand 8.8% in 2024 after falling 0.1% last year. Demand for construction came...