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...
Australia | Road maintenance races ahead, construction in pit stop
Posted by Nicholas Fearnley on Sep 17, 2021
Governments around Australia pursued an ‘infrastructure-led recovery’ to kickstart the economy following the coronavirus induced 2020 recession. As...
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...
Global | Mid-2021: the evolving outlook for cities around the world
Posted by Richard Holt on Jun 22, 2021
We will publish our latest city forecasts at the end of June, showing that for the world’s major cities, 2020’s GDP declines will be mostly reversed...
Australia | Population update: migration recovery delayed
Posted by Timothy Hibbert on Jun 18, 2021
With the border closed until mid-2022, suppressed net overseas migration will limit Australia’s population growth to only 48,200 people in FY2021. It...
Italy | A government crisis in the middle of a pandemic
Posted by Nicola Nobile on Jan 13, 2021
The current Conte government looks very likely to end soon, as previous PM Renzi will withdraw his support over the next few hours. At this stage,...
US | Despite stronger revenues, states won’t rush to spend
Posted by Oren Klachkin on Dec 23, 2020
US state and local government revenues are faring much better than initially feared, likely reducing the need for further significant spending cuts....
LATAM | Cities outpaced by competitors
Posted by Jonathan Stewart on Oct 28, 2020
Global | Government bond yields will remain stuck to the floor
Posted by Innes McFee on Jun 20, 2020
The fallout from the pandemic will cement the trend of safe haven bond yields remaining low over the next five years. Any rises will be gradual and...