Research Briefing
The resignation of Prime Minister Mario Draghi is going to leave a policy vacuum in Italy. Snap elections are now...
Research Briefing
The resignation of Prime Minister Mario Draghi is going to leave a policy vacuum in Italy. Snap elections are now...
Research Briefing
The resignation of Prime Minister Boris Johnson could leave a policy vacuum in the UK as the Conservative Party embarks...
Research Briefing
The approaching French legislative elections are defined by serious political risks. Our baseline sees Macron's presidential coalition winning the majority...
Private new capital expenditure fell 0.3% q/q in Q1 2022, led lower by a fall in buildings and structures investment. The weak result is in...
Research Briefing
President-elect Ferdinand Marcos Jr faces a tricky balancing act between supporting the economic recovery and containing the Philippines' burgeoning fiscal...
The RBA has opted to raise the cash rate target to 0.35%. For some time, the RBA identified faster wage growth...
Research Briefing
Residential real estate markets globally performed strongly over 2020 and 2021 and Australia was no exception. Low borrowing costs, grant...
Research Briefing
The strong performance of the Australian economy over the past six months has led to a sizeable revision of Treasury's...
Research Briefing
The implementation of Marine Le Pen's main economic proposals would drag on France's medium-term growth prospects, according to our analysis....
Research Briefing
The dominance of international events has shifted attention away from the medium-term economic programmes of the candidates in France's crowded...
Research Briefing
The year of 2021 was significant for South Africa. It was marked by the largest civil unrest since the end...
Research Briefing
Back to Resource Hub Research Briefing | Mar 11, 2022 South Korea: Victory for Yoon signals domestic and foreign policy...
Research Briefing
Our baseline forecast is that the impact of the Russia-Ukraine war will lower overall world GDP by around 0.2% this...
A replacement for the EU-US Privacy Shield is long overdue. Without it, US-based companies are left at the mercy of...
Research Briefing
The Levelling Up White Paper contains nothing to cause us to revise our forecasts for the UK’s various nations and...
Research Briefing
President Cyril Ramaphosa’s State of the Nation Address (Sona) again contained some positive signs of a change in policy direction....
Research Briefing
In a week with few economic data releases, the latest ECB communications turned the week tumultuous. It appears that worries...
Research Briefing
A key aim of the climate negotiations at COP26 was the notion of keeping 1.5°C alive. While the emission reductions...
Research Briefing
A recent uptick in militant activity in Cabo Delgado suggests that foreign troops deployed to the insurgency-hit northern province are...
Research Briefing
Yesterday’s unexpected majority win for the Socialist Party paves the way for greater political stability in Portugal. This will simplify...