Consulting Report
In our flagship report, ‘Multilateral Development Banks for Global Public Goods’, commissioned by Deutsche Gesellschaft für Internationale Zusammenarbeit on behalf...
Debt and savings
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Research Briefing
We think that a dissaving-driven consumption boom is unlikely to happen in Japan. Excess savings accumulated during the pandemic, in our view, is smaller...
Consulting Report
The global challenges of today are transboundary and pose existential risks for our societies and economies – including climate change,...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
Consulting Report
This report investigates the impact of the rise in mortgage interest rates on the financial resilience of UK households.
Research Briefing
Though our baseline forecast this year is a shallow global recession in the first half of the year the uncertainty...
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
Research Briefing
We expect Asian currencies to stabilise, if not strengthen, versus the US dollar in 2023, as the Fed pauses hiking...
Research Briefing
South Africa's detailed JET IP unveiled at COP27 offers a model for other carbon-intensive developing countries to follow. Although the...
Research Briefing
To no one's surprise, the FOMC raised interest rates by 75bps for a fourth consecutive meeting, lifting the target range...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Consulting Report
BIS Oxford Economics was commissioned to measure the economic impact of BNPL in Australia. Our research found that BNPL contributed...
Research Briefing
The pieces are almost in place for a high conviction OW on Asian local currency debt, but not quite. Indeed, we maintain a...
Research Briefing
The question of debt restructuring is becoming a more pressing one: in recent weeks, a number of African sovereigns have...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
We do not expect a long-lasting rebound in sterling (or gilts) anytime soon, given the lack of a credible fiscal...
Research Briefing
The negative market reaction to last week's fiscal announcements appears to be a function of doubts over the credibility of...
Global commercial property prices were barely affected by the pandemic despite the fall in output and changes in the structure...
Research Briefing
After multiple assertions that it would continue servicing its debt, Ukraine's government finally gave in to the inevitable, proposing to...
