Research Briefing
With Liz Truss's agenda of tax cuts and supply-side reforms dead before it had even begun, her resignation as UK...
Fiscal policy
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Displaying 1 to 20 of 181 results
Research Briefing
The new UK Chancellor's decision to reverse almost all September's mini-Budget tax cuts plus action to limit the cost of...
Research Briefing
According to the proposal of the German government's expert commission around half of the recently agreed €200bn fiscal package or...
Research Briefing
The National Bank of Poland (NBP) kept its policy rate unchanged at 6.75% yesterday, undershooting consensus and our expectation of...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
Research Briefing
The government's levelling up ambition has probably been made more, not less, difficult by the new "Plan for Growth". Policies...
Research Briefing
We expect Indonesia's budget balance to show a large deficit in H2 of this year as the cost of fuel...
Research Briefing
Ecuador is no longer on track towards meeting the criteria imposed on it by the IMF to keep its US$6.4bn...
Research Briefing
The energy crisis took a dramatic turn this week after reports of several leaks in the gas pipelines Nordstream 1...
Research Briefing
The impact of the lockdowns and Covid-19-related restrictions in China were severe in the second quarter of 2022. We have...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Research Briefing
The real-wages squeeze, slowing retail sales, and falling commodity and producer prices all point to inflation slowing down, albeit slowly....
Research Briefing
Odds of a downturn in Canada have just crossed a tipping point and we now expect a moderate recession starting...
Research Briefing
Brazil's October presidential election will likely be decided in a runoff between two arch-rivals: the far-right Jair Bolsonaro and left-wing...
Research Briefing
The UK government's energy price guarantee will mean a much lower peak for inflation, reducing the damage to household incomes....
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
A right-wing coalition government is expected to win in the upcoming Italian elections in September. Although "euroexit" is now very...
