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
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...
Research Briefing
The non-oil PMIs for the UAE, Saudi Arabia and Qatar remained in expansionary territory in October, a run that has...
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 pandemic and a fragile political base will provide little room for new PM Fumio Kishida to make drastic changes...
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
Necessity and opportunity allowed African issuers to expand their public debt positions markedly since the Covid-19 pandemic hit. The sharp...
Research Briefing
High-frequency data on numbers of employees and median pay suggest that the Covid-19 pandemic has not made the ‘north-south divide’...
Research Briefing
We expect Latin America to return to low trend growth in 2022, as policysupport is withdrawn and the easy gains...
Research Briefing
Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the...
Research Briefing
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which...
Research Briefing
Oil exports from Saudi Arabia soared to SAR61.5bn in June, a 123% increase from a year earlier, as oil output...
Research Briefing
Sweden’s economy grew by 0.9% q/q in Q2 according to the flash estimate. This was below our forecast and driven...
Research Briefing
Saudi Arabia’s GDP rose 1.5% y/y in Q2 according to the flash estimate. This was mainly driven by a boost...