Consulting Report
Investment incentives are set to fall in the UK • In April 2023, the Corporation Tax rate is set to...
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.
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...