Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Fiscal policy
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Research Briefing
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the...
Research Briefing
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which...
Research Briefing
The race to succeed long-term Chancellor Merkel and lead Europe’s largest economy is wide open. But we think Germany will...
The construction sector did not escape the coronavirus-induced economic downdraft unscathed. Activity at the global scale fell 1.4% in 2020,...
Inflation has become the all-consuming focus of investors’ attention in recent weeks. On the surface the story is simple—transitory factors...
In his recent blog post, Ahmed Esam discusses the challenges the GCC region faces as it aims to transition away...
Research Briefing
Our baseline forecast sees a strong rebound in eurozone economic activity as vaccinations bring the pandemic under control, but this...
Research Briefing
Vaccine programs across the world are well underway and should enable a sustained and meaningful easing of restrictions in mid-2021....
Research Briefing
The Recovery and Resilience Plans (RRPs) that EU member states have so far submitted to the European Commission to unlock...
Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
As John Templeton once said, the four most dangerous words in investing are “this time it’s different.” This notion seems...
Sarah Hunter, Chief Australian Economist at BIS Oxford Economics joins Shaun Roache from S&P Ratings on this Australian Securitisation Forum...
