The SPD, FDP and Green party have struck a deal to form the next German government, which should be in power by early-December. A first reading of...
Chile | Voters face most momentous election in a generation
Posted by Felipe Camargo on Nov 22, 2021
Chileans go to the polls on November 21, in a polarised election that will decide its full lower house, more than half of the senate, and new...
Italy | Draghi effect cannot last forever
Posted by Nicola Nobile on Nov 5, 2021
We remain sceptical that Draghi’s reform agenda will be fully delivered and consider a long-term improvement in Italy’s economic prospects as an...
Germany | Inconclusive election triggers long-lasting horse-trading
Posted by Oliver Rakau on Sep 27, 2021
The federal election has seen a further fragmentation of the vote, which has left Germany with an inconclusive result. A protracted government...
Canada | Leading parties open wallets in pandemic election bid
Posted by Tony Stillo on Sep 20, 2021
Canada will likely usher in another minority government when voters hit the polls on Sept 20, led by either the incumbent Liberals or the...
Germany | Lifting the fiscal handbrake is easier said than done
Posted by Oliver Rakau on Sep 17, 2021
Recent political shifts have increased the odds of Germany loosening its tight national fiscal rules after the September elections, which could be...
Eurozone | Europe’s consumer boom faces several challenges
Posted by Angel Talavera on Sep 13, 2021
We expect above-average growth in the eurozone over the coming quarters given the ample pent-up demand in the aftermath of the crisis. In the short...
Germany | Push for carbon neutrality to get limited fiscal support
Posted by Oliver Rakau on Aug 25, 2021
The race to succeed long-term Chancellor Merkel and lead Europe’s largest economy is wide open. But we think Germany will continue its reactive,...
Peru | Castillo risks are more in the optics than the agenda
Posted by Debora Reyna on Jul 30, 2021
President-elect Pedro Castillo will struggle to pass legislation in Peru’s fragmented Congress, meaning the proposals that markets most worry about...
Africa | Zambia: August elections a pivotal moment
Posted by Zaynab Mohamed on Jul 27, 2021
The August 12 national elections could mark a key turning point for Zambia’s future. Deteriorating economic conditions have left President Edgar...