Research Briefing
Our Watchlist 2025 unpacks the likelihood of a South African economic boom and Kenya falling off a fiscal cliff. We...
Research Briefing
Our Watchlist 2025 unpacks the likelihood of a South African economic boom and Kenya falling off a fiscal cliff. We...
Research Briefing
The creation of the Department of Government Efficiency (DOGE), along with the incoming Treasury secretary's goal of halving the deficit...
Research Briefing
Trump's first term was marked by policies and pronouncements that strained international relations, including trade tariffs and a travel ban...
Research Briefing
This Research Briefing presents two scenarios for Ghana’s December 7 general election, based on our assessment of the election manifestos...
Research Briefing
u live in interesting times in US The first release of the November baseline incorporated the election outcome, but in...
Research Briefing
Our baseline forecast assumes that President-elect Trump won't increase tariffs on US imports from the UK. In fact, the main...
Research Briefing
We think improving profitability and falling interest rates will underpin a gradual pickup in UK business investment. But this follows...
Research Briefing
The Bank of Japan's decision to maintain the policy rate at 0.25% today surprised no-one. Although the quarterly outlook report...
Research Briefing
Following Wednesday's UK Budget, gilt yields have risen sharply as financial markets appear concerned over the scale of the extra...
Research Briefing
The ruling Liberal Democratic party and its partner Komeito lost their majority in Japan's lower house elections on Sunday, which...
Research Briefing
The UK grew at an above-trend pace in H1 2024, but we don't expect this to be sustained over the...
At the top of the Quality of Life category are cities with lower inequality and residents that live long lives....
Research Briefing
We expect a continuity of AMLO's policies, but Sheinbaum's ability to pass constitutional reforms with a supermajority in Congress and...
Research Briefing
This Research Briefing summarises our four scenarios for the general election that will take place in South Africa on May...
Research Briefing
This is the last of the four Research Briefings on scenarios for South Africa's general election on May 29. In...
Research Briefing
This Research Briefing details the third of our four scenarios for South Africa's general election on May 29. In this...
Research Briefing
This briefing sets out the second of our four scenarios for South Africa's general election: the ANC wins only 40%...
Research Briefing
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this...
Research Briefing
The first round of Senegal's presidential election will take place on Sunday, March 24. The race is unpredictable, given the...
Research Briefing
We forecast UK GDP growth will average 1.5% a year over the medium-term. Though strong inward migration will continue to...