African political economy is consistently evolving both at a national and continental level. Robust data analysis needs to be supplemented...
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Research Briefing
Extensive academic research shows the importance of central bank independence in reducing inflation. Those institutions with strong operational independence from...
Research Briefing
This Research Briefing sets out the first of four scenarios for South Africa's general election on May 29. In this...
Research Briefing
Despite last summer's US Supreme Court decision, the Biden administration has forgiven $153bn in student loan debt through piecemeal actions....
Research Briefing
The military escalation between Iran and Israel has ratcheted up fears of an expanded Middle East conflict. The threat of...
Research Briefing
We will retain our below-consensus 2024 GDP growth forecast of 1.9% for Mexico irrespective of the presidential election results on...
Research Briefing
The first round of Senegal's presidential election will take place on Sunday, March 24. The race is unpredictable, given the...
Research Briefing
Last week's Budget highlighted the flaws at the heart of the UK's dysfunctional fiscal policy, particularly its poorly-designed fiscal rules....
Research Briefing
The UK Budget was a damp squib of small-scale measures that will do little to change the economic or political...
Research Briefing
Related Posts Takaichi’s big win doesn’t affect the fiscal outlook for Japan The ruling Liberal Democratic Party’s (LDP) landslide election...
Research Briefing
History suggests that presidential elections are not a significant driver of asset returns. That is, asset returns around elections are,...
This study investigates how Spain’s ageing workforce should be seen as an antidote to financial shocks and an ingredient for...
Research Briefing
This Research Briefing provides an overview of the most consequential elections being run in Africa this year: South Africa's general...
The attacks on container ships by Houthi militants have, once again, revealed the underlying fragility of the international supply chains...
Research Briefing
We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...
Research Briefing
Our view is that the flurry of elections across Asia this year generally do not look like high-risk events for...
Research Briefing
Weak demand, profit margin compression, easing pipeline pressures, and abating supply bottlenecks mean we see core goods inflation strongly coming down...
One month into the Israeli-Palestinian conflict, cruise operators have responded swiftly to geopolitical disturbances in the Middle East by modifying...
Research Briefing
In this presentation deck, we grappled with some of the Africa’s most pressing issues for 2024 and beyond. We explored...
Research Briefing
The UK's house price correction has been mild so far and recent data has indicated the market may be more...
