We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
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Research Briefing
We believe the most significant policy measures to come through in the budget for residential building are the announced tax...
Research Briefing
The Treasury announced its full acceptance of findings and recommendations in the latest release of the independent review of Inland...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
Research Briefing
Austin's large and expanding tech sector will escape many of the recessionary forces in the second half of 2023.
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
Research Briefing
We expect the Philippines' 10-year government bond yield to trend down in 2023-2024, after rising continuously since Q3 2020.
Research Briefing
Cost and availability of financing are critical to the health of construction markets. With interest rates at historically low levels...
Research Briefing
In sizing the macro impact of recent US semiconductor export controls on China, we estimate a near-term drag of around...
Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
Consulting Report
Investment incentives are set to fall in the UK • In April 2023, the Corporation Tax rate is set to...
Research Briefing
The impact of policies to address climate change cannot be discussed only in national terms. There will be variations by...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
We estimate that reforms to France's pension system proposed by the government would increase the labour force by 1.4%, lifting...
Research Briefing
After a difficult 2022 for UK households, we expect real income to fall 1.2% in 2023 due to a range...
Research Briefing
We now incorporate a faster recovery from the post-Covid exit wave and raise our 2023 full-year GDP growth forecast to...
Research Briefing
France has dodged soaring price pressures better than its eurozone peers, but we think its inflation will fall more slowly.
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
The BoE raised Bank Rate by 75bps to 3% at its November meeting, in line with our expectations and market...
After a tighter-than-expected runoff on October 30, Lula da Silva (PT) was elected president of Brazil for a third time....