Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Fiscal policy
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Displaying 1 to 20 of 189 results
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...
Consulting Report
Semiconductors are central to Europe’s digital and green transformation and therefore its future competitiveness. The Industry Outlook 2030+ The Semiconductor...
Research Briefing
After multiple assertions that it would continue servicing its debt, Ukraine's government finally gave in to the inevitable, proposing to...
Research Briefing
A consumer recession is almost inevitable in Chile and Colombia due to overheating domestic demand combined with the need to...
Research Briefing
The resignation of Prime Minister Boris Johnson could leave a policy vacuum in the UK as the Conservative Party embarks...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
After tough negotiations within Japan's ruling party, on June 7 the cabinet finally approved the Basic Policy on Economic and...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
The implementation of Marine Le Pen's main economic proposals would drag on France's medium-term growth prospects, according to our analysis....
Blog|18 March 2022 Central banks walk a thin line in setting policy rates Ben May Director, Macro Forecasting & Analysis...
Research Briefing
President Cyril Ramaphosa’s State of the Nation Address (Sona) again contained some positive signs of a change in policy direction....
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...
