Advice based on sound economic principles tempered by pragmatic understanding of real life situations
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Macroeconomic and political analysis

What it is:

Advising clients on macroeconomic or political developments and their likely economic consequences.

Types of studies:

This work takes four main forms:

Client briefings — in this case the client pays for either a telephone call or a face-to-face meeting.

Subscription service documents — in these cases the client pays to purchase research that is also available to other clients, either on a document (or document series) basis or on the basis of purchasing a more general stream of documents over some time period (e.g. one year). Our subscription service is presented in more detail here.

Projects — for these studies there will be an agreed terms of reference for a project that is proprietary to the project client, typically with a report.

Speeches, workshops or training courses — in these cases the client pays for a presentation or address, or series thereof, sometimes in the form of a training course.

The kinds of topics covered include commentary on:

Macroeconomic developments — e.g. what is the outlook for GDP, inflation or interest rates.

The macroeconomic impacts of regulatory or tax decisions — e.g. how might some new financial regulation affect the cost of capital (and thus investment) or financial market volatility (and thus, perhaps, macroeconomic volatility)? Or again, how might some particular policy programme such as the UK government’s Work Programme have affected unemployment? Or again, how might housing supply be made more price-responsive and what might be the macroeconomic implications of that?

The macroeconomic implications of political developments — e.g. what would be the economic and policy implications if Scotland left the UK, Greece left the euro, the UK left the EU, Labour won the General Election, the Schengen Area collapsed, or there were a new German Chancellor.

Impacts of macroeconomic policy decisions or major political events upon particular sectors — e.g. the impact of Brexit or interest rate rises on the UK housing market.

The policy implications of particular institutional structures — e.g. which wholesale financial regulation might be different in the UK if financial regulation were repatriated or if it were subject only to IOSCO (International Organization Of Securities Commissions) rules?

Long-term implications — e.g. how might the government’s fiscal policy or its changes to retirement ages affect the long-term sustainable growth rate of GDP?

Theory — training courses or workshops might introduce participants to some relevant piece of macroeconomic, monetary or political economy theory. Our training expertise is presented in more detail here.

Our Experts

Our in-house team in this field includes Andrew Lilico and David Stubbs.

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