Research Briefing
Gilt yields are expected to ease over the coming years, but higher term premia, fiscal pressures, and shifting investor demand...
Fiscal policy
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Displaying 1 to 20 of 290 results
Research Briefing
We've changed our fiscal outlook for Japan in our December forecast round. We now expect the new government to set...
Research Briefing
We anticipate another year of broadly steady and unexceptional global GDP growth, but with some more interesting stories running below...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
The Eurozone economy appears resilient, but when looking under the hood growth is weaker than headline figures suggest and remains...
Research Briefing
The UK Budget featured a backloaded tightening of fiscal policy via a series of tax rises. Given most of the...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
An epic burst of capex from the tech sector to build AI and related infrastructure has driven a pick-up in...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
Consulting Report
Half-built Britain - unlocking the nation’s infrastructure growth plans has been written for the Construction Plant-hire Association. It investigates how...
Webinar
The Chancellor will present her latest Budget on November 26. We expect Rachel Reeves to tighten fiscal policy significantly as...
The UAE has set a balanced federal budget of AED92.4bn for 2026, a 29% jump in both revenue and spending,...
Research Briefing
Research Briefing India’s GST reform benefits durables, but far from a game changer
Research Briefing
Southern European economies face the threat of a steep fiscal cliff in 2027. The EU Commission plans to end payments...
Research Briefing
By 2035, we expect France’s public debt to approach 125% of GDP, up from 113% in 2024 and among the...
Research Briefing
We expect Nordic GDP growth to outperform the Eurozone in 2026, driven by expansionary fiscal policy and higher consumer spending....
Webinar Perspectivas España: ¿Puede España seguir liderando el crecimiento en 2026?
Research Briefing
The abrupt fall of the French government today will increase pressure on President Emmanuel Macron to dissolve the National Assembly...
Research Briefing
The next Czech government will inherit a relatively fast-growing consumer-driven economy, but also a host of difficult medium-term challenges.
Research Briefing
Diverging fortunes across age and income groups reveal both resilience and fragility in the US consumer outlook.
