Research Briefing
The UK Budget featured a backloaded tightening of fiscal policy via a series of tax rises. Given most of the...
Research Briefing
The UK Budget featured a backloaded tightening of fiscal policy via a series of tax rises. Given most of the...
US tariffs and global trade tensions will slow growth across Latin America in 2026. Which countries will remain resilient despite...
Research Briefing
The German finance ministry's draft budget for 2025 and updated medium-term fiscal plan show the government is embarking on a...
Research Briefing
The narrative surrounding policymaking and its near-term economic impact has shifted dramatically from the January to February baseline forecast.
Research Briefing
Related topics Greenomics – Ep. 11 | Social disruption: The impact of climate change on vulnerable communities Climate change is...
Research Briefing
Recession fears are overdone and premature. The economic data has generally come in weaker than expected, but this is not...
Research Briefing
The IMF's forecast still looks too optimistic over the next 2 years in our view. The impact of bank funding...
Research Briefing
A string of positive high-frequency data and an upside surprise in the flash GDP estimate for Q4 2022 have prompted...
Research Briefing
After a mixed 2022, with post-pandemic recovery driving strong growth in the first half of the year, a recession over...
Research Briefing
Middle Eastern and North African cities are set to experience some of the fastest rates of employment and population growth...
Research Briefing
Canada has likely just entered a moderate recession that will last for much of 2023.
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Research Briefing
The 2023 outlook for the Gulf Cooperation Council (GCC) region will not compare to this year's spectacular expansion. That said,...
Research Briefing
Tightening US financial conditions over the past year will likely trim 0.2ppts from Q4 2022 GDP growth.
Research Briefing
Swings in oil prices pack less of an economic punch than in the past but sudden increases can still be...
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
We expect the UK economy to be in recession for most of 2023, with activity dragged down by falling real...
Research Briefing
Pioneering research has used panel econometric techniques to estimate the economic impact of average temperatures. Building on that approach, we...
Research Briefing
It's been a horrible period for EM portfolio debt flows. The better news is that broader capital flows to EMs...