Research Briefing
We expect Indonesia's budget balance to show a large deficit in H2 of this year as the cost of fuel...
Research Briefing
We expect Indonesia's budget balance to show a large deficit in H2 of this year as the cost of fuel...
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...
Research Briefing
Argentina's best shot at keeping its IMF deal afloat, regaining market access, and repaying bondholders is by boosting its forex...
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
A consumer recession is almost inevitable in Chile and Colombia due to overheating domestic demand combined with the need to...
Research Briefing
The resignation of Prime Minister Boris Johnson could leave a policy vacuum in the UK as the Conservative Party embarks...
Research Briefing
The message sent by May's UK PMIs of an economy suffering a loss of momentum but still under strong inflationary...
Research Briefing
High inflation and a tight jobs market, muddied by signs of sagging momentum in the UK economy, present a complicated...
After tough negotiations within Japan's ruling party, on June 7 the cabinet finally approved the Basic Policy on Economic and...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
Research Briefing
Back to Resource Hub Research Briefing | Mar 11, 2022 South Korea: Victory for Yoon signals domestic and foreign policy...
Research Briefing
Japan’s parliament has approved the latest supplementary budget, which includes the second-largest expenditure package in its history. But while the...
Research Briefing
We expect important changes to the EU’s fiscal governance framework, but no paradigm shift. Specifically, green and digital public investments...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
Japan has been a country with a persistent current account surplus since the 1980s. By breaking down the current account...
Research Briefing
The SPD, FDP and Green party have struck a deal to form the next German government, which should be in...
Research Briefing
Civil war in Ethiopia has put the country on a different developmental trajectory. International and regional stakeholders cautioned that Ethiopia...
Consulting Report
An independent quantitative assessment of the economic implications of the introduction of an online sales tax in the UK.
The easy gains from re opening the London economy have now mostly been realised, and the visitor economy is still...