Research Briefing
Large primary deficits make for a concerning fiscal outlook
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Displaying 1 to 20 of 647 results
Saudi Aramco’s 20-year, $11bn lease deal with Global Infrastructure Partner (GIP), a firm under BlackRock’s umbrella, for Jafurah Field Gas...
In a rapidly evolving global trade environment, businesses must stay ahead of changing tariffs and regulatory demands. Our latest blog...
Amid ongoing global trade uncertainty, business leaders are struggling to plan ahead as new tariffs continue to reshape the market....
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at its July meeting. We continue to think the BoJ...
Last week, oil prices moderated by around 15%, as the ceasefire between Iran and Israel helped to reduce risk premiums.
Research Briefing
We expect 10-year bund yields to increase towards 2.8% by late 2026, as the term premium remains around 1.1% and...
Saudi Arabia's Q1 GDP was revised upward to 3.4% year-on-year, driven by a robust 4.9% expansion in the non-oil sector.
Research Briefing
We believe the recent sell-off in the dollar and US assets stems from cyclical pressures linked to tariffs and market...
Consulting Report
Sustainable finance is not merely a climate imperative but a development necessity. As climate risks intensify, Africa must urgently mobilise...
Research Briefing
We expect Japan's fiscal outlook to deteriorate due to weak economic growth and pressure on the government to implement fiscal...
Despite the recent unwinding of the selloff in high-yield credit triggered by the April 2 Liberation Day tariffs, we remain...
Consulting Report
Capgemini leveraged custom macro and insurance market forecasts from Oxford Economics for their latest P&C insurance flagship report.
Webinar
La hausse historique des droits de douane décidée par l’administration américaine en avril compromet la stabilité de l’économie mondiale. L’économie...
Research Briefing
The rise in bond yields reflects fiscal concerns, higher risk premia, shifting investor preferences, and idiosyncratic factors.
OPEC+ is considering another 411,000 b/d output hike for July, with a decision expected on May 31. If confirmed, this...
Despite a stronger-than-expected start to the year, the Eurozone economy remains on a weak footing as global trade tensions escalate.
Research Briefing
The scale of the US tariffs announced on April 2 suggests the economic impact on the Eurozone will be swift....
Research Briefing
Our sentiment data-based nowcast, developed with Penta, suggests UK employment growth has continued to slow in recent months.
To really understand exposure to risk, you need to look at how a business interacts with the broader economy.
