Research Briefing
Our baseline forecast now assumes that European defence spending will rise to 3% of GDP by the end of the...
Politics
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Displaying 1 to 20 of 257 results
Tariffs are taxes imposed by a government on goods and services imported from other countries. Think of tariff like an...
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.50% at Wednesday's meeting, as expected. Despite a marginally higher...
Mentre il mondo si scontra con un’amministrazione Trump molto interventista, l’economia dell’Eurozona rimane sostanzialmente bloccata, in attesa di sviluppi sul...
Dans une période où l’incertitude atteint des niveaux record, nous distinguons le bruit du signal et analysons les implications de...
New geopolitical realities have forced the likely next German coalition of the CDU and SPD into agreeing to a massive...
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Research Briefing
A ceasefire between Ukraine and Russia would provide a modest boost to EU economies, mainly due to higher military spending...
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...
Research Briefing
The narrative surrounding policymaking and its near-term economic impact has shifted dramatically from the January to February baseline forecast.
Climate change is one of the greatest challenges of this century.
Webinar
Conflict has escalated in the eastern DRC after March 23 Movement (M23) rebels seized Goma – the largest city in...
Research Briefing
President Trump initiated a global trade war by announcing across-the-board tariffs on Canada, Mexico and China. This development came sooner...
Consulting Report
The EU VAT Gap 2024 report offers an extensive analysis of the value-added tax (VAT) compliance and policy gaps across...
Elections have consequences, and inaugurating a new president means policy change will soon follow.
Research Briefing
Our Watchlist 2025 unpacks the likelihood of a South African economic boom and Kenya falling off a fiscal cliff. We...
Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Research Briefing
The three major policy proposals planned for the second Trump administration—expansionary fiscal policy, lower immigration, and tariffs—will have mixed implications...
Research Briefing
Trump's first term was marked by policies and pronouncements that strained international relations, including trade tariffs and a travel ban...
