Research Briefing
Political turmoil in Portugal will delay the execution of some EU recovery funding and freeze key stimulus measures planned for...
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Research Briefing
Carbon pricing – either through a tax or an emissions trading scheme – will play an integral role in efforts...
Research Briefing
The government has announced a record spending plan in the 2022 Budget to spur the post pandemic recovery. Measures include...
Research Briefing
The global recovery from the pandemic will be dented but not derailed if high energy prices persist throughout 2022, our...
Research Briefing
GDP for the eurozone surprised on the upside in Q3 with growth of 2.2% q/q, slightly up from Q2. The...
Research Briefing
China's growth slowdown will dampen economic activity across the APAC region. But the full extent of the impact will be...
Research Briefing
Rising odds of an early rate hike have brought the BoE’s guidance on when it will start reversing course on...
Research Briefing
The week was full of events that could potentially become policy shakers. While the PMIs showed economic growth keeps cooling,...
Research Briefing
The recent escalation of the conflict between Poland and the European Union has significantly increased the odds of a decisive...
Research Briefing
The pandemic and a fragile political base will provide little room for new PM Fumio Kishida to make drastic changes...
Research Briefing
The outlook for retail demand is mixed. As lockdowns ease, relaxed tradingrestrictions will drive sales. However, this will also facilitate...
Research Briefing
We estimate France’s fiscal deficit in 2022 will be around €40bn wider than projected by the government in its draft...
Research Briefing
Finland’s GDP in the last few quarters has been revised up slightly, lifting our growth forecast for 2021. High-frequency indicators...
Research Briefing
Data for the UAE show inflation turned positive in August for the first time since December 2018, due to a...
Research Briefing
It’s not runaway inflation, and it’s certainly not stagflation. In fact, the US economy is going through a bout of...
Research Briefing
In a surprise move, the Monetary Authority of Singapore today tightened monetary policy by slightly raising the slope of the...
Research Briefing
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
Research Briefing
We still think India’s recovery will be subdued in H2 2021, despite a significant pick-up in vaccinations from August. The...
Research Briefing
Electricity demand from the road vehicle sector is set to accelerate sharply in the coming decades, according to our new...
Research Briefing
Revisions in Q2’s national accounts showed the economy responding more strongly to exiting lockdown than initially thought. At the same...
