Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Consulting Report
The report assesses the economic impact of Project Kuiper's launch partnerships in the EU.
Research Briefing
GDP growth likely to be revised up but will remain weaker than assumed prior to Liberation Day.
Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
Research Briefing
Despite the recent appreciation, our forecast still sees a weaker euro versus the US dollar compared to our pre-US election...
Research Briefing
Our initial estimates of the direct impact from the US decision to raise tariffs on imports from the EU and...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast.
Research Briefing
Wealth effects proved to be a quite reliable tailwind to consumer spending this cycle.
Research Briefing
The Spring Statement delivered on Wednesday 26 March is likely to prove a stopgap ahead of a more comprehensive overhaul...
Research Briefing
The slew of tariff proposals coming out of the US has added much uncertainty to the highly export-reliant Singapore economy....
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
Research Briefing
First-quarter GDP is tracking weakly at 1% annualized, but we think a lot of the swings in the data are...
Research Briefing
The impact of AI is highly visible in some segments of the economy but barely seen in others, leaving the...
Research Briefing
We've lowered our 2025 GDP growth forecast for Australia by 0.1ppt to 1.9% due to a weaker outlook for near-term...
Research Briefing
Related Services US Forecasting Service Access to short- and long-term analysis, scenarios and forecasts for the US economy. Find Out...
Research Briefing
The UK is planning one of the largest fiscal consolidations of any advanced economy over the next two years. We...