Research Briefing
The South African government has been struggling to rein in the public sector wage bill in the past. This seems...
Fiscal policy
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Research Briefing
Though the budget deficit remains very high, monthly borrowing totals haveconsistently undershot the OBR’s forecasts. We expect this to continue...
With the American Rescue Plan, US President Biden is implementing a stimulus program of historic proportions. Coming on top of...
Research Briefing
Australia’s remarkably strong economic performance since the onset of the pandemic has led to a marked revision to the budget...
Research Briefing
The Canadian economy will get a significant fiscal stimulus boost as it emerges from the coronavirus crisis. We see the...
As the Australian economy recovers from the COVID-19 recession, we are at a critical juncture in policy in Australia. Policy...
Research Briefing
US earnings growth continues to surprise to the upside, with more cyclical sectors leading the way in the Q1 earnings...
In a recent blog post we highlighted the role that public infrastructure investment can play in leading and sustaining economic...
Research Briefing
The budget deficit blew out in FY20 and will widen further in FY21 due to thegovernment’s efforts to cushion the...
Research Briefing
Since the start of the pandemic, eurozone countries have been able to relax fiscal policy without worrying about the eurozone’s...
Research Briefing
Global trade is recovering so strongly that infrastructure seems unable to support it. As shipping costs reach new highs, reports...
Research Briefing
In line with trends seen across the GCC, the twin shock of the coronaviruspandemic and low oil prices has put...
Research Briefing
After spending over $5tn in cumulative cyclical fiscal relief, Congress is now contemplating President Joe Biden’s structural stimulus package worth...
Research Briefing
Could fiscal stimulus lead to economic overheating? Our assessment suggests that while that’s a risk, it’s not a foregone conclusion,...
Research Briefing
CPI inflation is set to rise well above the Bank of Canada’s 2% target this spring and will likely surpass...
Research Briefing
The unexpected resilience of house prices last year sets 2021 up to be another year of rising values. But unsupportive...
Australia’s moniker as the lucky country, as mentioned in a previous blog post, has held through the pandemic and is...
Over the past thirty years Richard Nixon’s famous comment “we are all Keynesians now” could hardly have rung more hollow....
With Democrats winning the two Georgia Senate runoff races, they will hold a “soft” 50-vote majority. Control of the Senate...
Consulting Report
In 2019, Huawei supported a £3.3 billion contribution to UK GDP. The company also had a sizeable impact on the...
