The year of 2021 was significant for South Africa. It was marked by the largest civil unrest since the end of Apartheid, and it was the first...
Germany | New coalition aims to modernize with limited fiscal boost
Posted by Oliver Rakau on Nov 25, 2021
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...
Australia | Biden victory brings limited upside, reduces uncertainty
Posted by Sean Langcake on Nov 12, 2020
Joe Biden’s victory in the US presidential election will not materially change the growth trajectory for the US and the global economy. Nevertheless,...
Biden win not a significant game changer for Asia | APAC
Posted by Sian Fenner on Nov 11, 2020
With Joe Biden set to become the next US president in January 2021, it removes some of the downside risks to our Asia’s economic outlook. However, We...
US | A sobering health and economic outlook for Biden
Posted by Gregory Daco on Nov 9, 2020
Joe Biden will become the 46th president of the United States. But with Republicans likely to retain control of the Senate, Biden will find enacting...
Biden unlikely to change US stance on China much | China
Posted by Louis Kuijs on Nov 9, 2020
While a Biden government should mean a less aggressive and more predictable US policy towards China, we don’t think the overall US stance on economic...
US | Joe Biden wins, but he inherits a frail economy
Posted by Gregory Daco on Nov 9, 2020
Joe Biden will become the 46th president of the United States. But, with Republicans likely to retain control of the Senate, Biden will find enacting...
US | Election uncertainty means less definitive policy agenda
Posted by Gregory Daco on Nov 4, 2020
Despite swirling uncertainty over the outcome of the US elections, two points are clear: The Blue wave didn’t materialize, and a status quo policy...
US | Bidenomics’ positive impacts for US industries and regions
Posted by Oren Klachkin on Oct 29, 2020
Analysing Joe Biden’s policy agenda, we find that all industries and states would fare better than they would under a status quo policy environment....