Our latest research has focused on what the most extreme and persistent inflation overshoot of the inflation targeting era means...
Fiscal policy
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Displaying 1 to 20 of 294 results
Research Briefing
Monetary policy is at a critical juncture. After decades of low and stable inflation, the seismic supply adverse shocks and...
Consulting Report
The UK Government's Autumn 2022 Growth Plan examined the potential reintroduction of tax-free shopping for non-EU27 and extending the scheme...
Research Briefing
There are four ways Treasury can avoid a near-term default on any of its obligations: Democrats and Republicans reach a...
Research Briefing
Though the impact of a slowing global economy is weighing on Asian economies, we expect fiscal consolidation to continue, which...
Research Briefing
The failure of Silicon Valley Bank and other stresses in the global banking system have triggered a sharp repricing in...
Research Briefing
We think the collapse of Silicon Valley Bank (SVB) will be contained and is not a sign of systemic risks...
Consulting Report
Investment incentives are set to fall in the UK • In April 2023, the Corporation Tax rate is set to...
Research Briefing
Our 2023 growth forecast of 4.5% for China is still 6-tenths below the consensus’ 5.1%, owing to a more cautious...
Research Briefing
A cautious 2023 budget amid the need to stabilize government finances post pandemic means that fiscal policy won't be able...
Consulting Report
Despite the Covid-19 pandemic, the German construction industry developed positively in 2020 and 2021 supporting the overall economy during the...
Research Briefing
Financial conditions in Canada have tightened significantly this year and we estimate this will shave 0.7ppts off GDP growth by...
Research Briefing
The Federal Reserve knows that their mission to tame inflation isn’t complete, and odds are rising that the central bank...
Consulting Report
Despite the Covid-19 pandemic, the German construction industry developed positively in 2020 and 2021 supporting the overall economy during the...
Research Briefing
We expect the MPC to raise Bank Rate at December's meeting. But recent UK developments, including calmer financial markets, a...
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
Research Briefing
Bank Indonesia raised its policy rate by 50 bps at its last meeting on November 17, making for a total...
Research Briefing
The global economic outlook has deteriorated, with downside risks threatening global real estate.
Research Briefing
The energy crisis will shape the macroeconomic outlook again in 2023, keeping the eurozone economy in recession at the start...
Research Briefing
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
