Research Briefing
Rising interest rates mean the BoE is now making a loss on the gilts it purchased under quantitative easing. With the Treasury committed to making the BoE's...
Research Briefing
Rising interest rates mean the BoE is now making a loss on the gilts it purchased under quantitative easing. With the Treasury committed to making the BoE's...
Research Briefing
The Hungarian economy is being hit by a perfect storm of shocks, particularly surging inflation and a weakening currency. Our...
Research Briefing
Fiscal policy has begun to play a more active part in business cycle management. But while its role in pushing...
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
UK government's U-turns on tax cuts, the prospect of further fiscal policy tightening, and calmer financial markets mean the Monetary...
Research Briefing
The government's levelling up ambition has probably been made more, not less, difficult by the new "Plan for Growth". Policies...
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...