Macroeconomic & Political Analysis

In an ever-evolving economic landscape, businesses face a myriad of challenges influenced by macroeconomic and political factors.

The ability to understand the potential consequences of these developments is vital for making informed decisions. Europe Economics specialises in providing extensive macroeconomic and political analysis services, offering valuable insights to our clients.

We help our clients navigate the complexities of the global economy, empowering them to stay ahead of the curve. Our work would take the following forms:

Client briefings

In this case the client pays for either a telephone call or a face-to-face meeting.

Projects

for these studies there will be an agreed term 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.

Our comprehensive macroeconomic and political analysis services equip clients with the knowledge and insights necessary to navigate the complex economic landscape.

We deliver customised analysis, empowering our clients to make informed decisions and adapt their strategies in response to prevailing macroeconomic and political developments. By partnering with Europe Economics, clients can gain a competitive advantage, enhancing their ability to thrive in an ever-changing global economy. Our macroeconomic and political analysis services cover a wide range of topics, including:

Macroeconomic developments

We provide commentary on key economic indicators such as GDP, inflation, and interest rates. Our analysis helps clients gauge the economic outlook, enabling them to anticipate trends and adjust strategies accordingly.

Macroeconomic impacts of regulatory or tax decisions

We assess the macroeconomic implications of regulatory changes, political decisions and tax decisions. This includes evaluating how new macroeconomic and financial regulations might affect capital costs, investment opportunities, and market volatility.

Implications of political developments

Our experts analyse the economic and policy implications of significant political developments. This includes evaluating the potential effects of events such as a country’s exit from trading blocs, changes in government leadership, or the collapse of regional agreements. 

Sector-specific impacts

We examine the effects of macroeconomic policies and major political events on specific sectors. For instance, evaluate how Brexit or interest rate changes may impact the housing market or other industries. By understanding these dynamics, clients can make informed decisions to mitigate risks and leverage opportunities.

Policy implications

Our analysis extends to evaluating the policy implications of governments and institutional structures. This includes assessing potential differences in financial regulation based on changes in jurisdiction or compliance with international standards. Clients gain insights into the evolving regulatory landscape and its impact on their operations.

Long-Term Implications

We examine economic factors and policy decisions for their long-term implications, providing valuable insights into future trends. By assessing fiscal policies, regulations, demographic shifts, technology advancements, and other influential factors, we help clients anticipate the impact on their businesses and industries over time.

Our comprehensive macroeconomic and political analysis services equip clients with the knowledge and insights necessary to navigate the complex economic landscape.

We deliver customised analysis, empowering our clients to make informed decisions and adapt their strategies in response to prevailing macroeconomic and political developments. By partnering with Europe Economics, clients can gain a competitive advantage, enhancing their ability to thrive in an ever-changing global economy. Our macroeconomic and political analysis services cover a wide range of topics, including:

Key Contacts

Please feel free to reach out to our experts if you have any questions.

Executive Director and Principal

Managing Consultant

Macroeconomic & Political Analysis Publications

Why the Bank of England must cut interest rates
Our Managing Director Andrew Lilico writes in the Spectator about why the Bank of England ought now to be cutting...
Feasibility of taxes rising further after the General Election
Our Managing Director Andrew Lilico writes in the Telegraph about the feasibility or otherwise of taxes rising further after the...
If Britain can’t manage to build nuclear power, it will be left out of the...
Our Managing Director Andrew Lilico writes in The Telegraph about the importance of nuclear power in securing Britain's future in...
FCA Report on an Equities Consolidated Tape
Europe Economics is delighted to share our final report for the Financial Conduct Authority (FCA) on an equities consolidated tape...
Impacts of tax decentralisation on England and its regions
In this report, commissioned from Europe Economics by the Local Government Association, we consider the implications of the economic literature...
Economic impact of Debt Advice
Europe Economics was commissioned by The Money Advice Service to estimate the economic impact od debt advice services.
The Cost of Non-Europe in the Sharing Economy
In this report Europe Economics attempts to address the sharing economy: what it is; how it is likely to grow...
Briefing Paper Brexit and the Pharmaceutical Industry
To purchase the briefing paper, please email enquiries@europe-economics.com. In this briefing paper Andrew Lilico, Executive Director, and Kareen El Beyrouty,...
Energy price cap - a policy for which errors are costly
This Executive Brief, based on Europe Economics' recent staff working paper of 27.1.2016: "Cost of regulatory error when establishing a...
Scenario-based Analysis of the Impacts of Brexit for the IP Issues in the UK and...
If you would like to purchase this Research Paper please contact us at enquiries@europe-economics.com This research paper, the latest in...
The Economic Impact of improved financial capability
The Money Advice Service has led the development of a Financial Capability Strategy for the UK. A better understanding of...
The Uses (and Abuses) of Modelling Adjustments
Europe Economics has been commissioned by the Association for Financial Markets in Europe (AFME) to study the evidence for and...
Economic Needs for Improving Intelligence Within the Food Authenticity Programme
This report by Europe Economics explores the scope for applying economic intelligence to the analysis and prediction of food fraud...
Three EU-Related Impacts of Scotland Leaving the UK – Report for New Direction The Foundation...
This report examines the economic benefit to Scotland of three special arrangements that have been negotiated by the UK in...
Consumer Costs and Inflation
Forfas, Ireland's policy advisory board for enterprise, trade, science, technology and innovation, has published a report on Consumer Costs and...
The Liquidity of Gold Under Proposed EBA Liquidity Tests An Analysis for the World Gold...
The World Gold Council wishes to understand how gold will perform in a variety of liquidity metrics proposed by the...
The relationship between sustainable growth and the risk-free rate
This paper investigates whether movements in index-linked government bond yields are correlated with movements in medium-term GDP growth rates in...
The WGC Proposal Gold as Collateral for Eurozone Sovereign Debt
Must pay or create an account to download PDF from WGC website The World Gold Council (WGC) has commissioned Europe...
Household Indebtedness in the EU
There are a number of risks associated with high household indebtedness, including vulnerability to income shocks; vulnerability to funding and...
Markets and households on low income
This report by Europe Economics provides a review of how people on the lowest incomes are treated in a number...

Connect with us

Feel free to reach out to us to discuss your needs or ask any questions you may have. We welcome you to contact us for further information or to explore how we can assist you.

European Commission, DG CLIMA

We have conducted several studies for DG CLIMA relating to the European Union’s emissions trading system.   For example, we conducted a study looking at the impact of changes in trading activity on the price formation processes in the European carbon market, the access to the market for retail investors, which included also the access via exchange traded funds (ETFs), the hedging strategies of EU emissions trading system (ETS) compliance entities, and the role played by derivatives and financial entities in the EU ETS.

Danish Energy Regulator (Energistyrelsen)

We looked at how a benchmarking model used to help set price controls by the Energistyrelsen on DSOs might affect the Green Transition.  We looked at the challenges facing DSOs in the Green Transition and what behaviours should be incentivised.  We then looked at how the benchmarking model and wider regulatory framework might affect those incentives.  This included developing a number of worked examples to consider how the benchmarking model might affect incentives to invest in network expansion, faster connections or flexibility solutions. 

Zero Waste Scotland

Europe Economics was engaged by Zero Waste Scotland (ZWS) to estimate how potential efficiency savings in water and energy are likely to be distributed across firms of different sizes and ownership structures in Scotland. The aim was to inform ZWS policy of where to target resource saving initiatives; in particular whether potential savings were sufficiently concentrated among SMEs to warrant specific effort among these.

We was also engaged by ZWS to estimate the costs and benefits of proposed market restrictions on specific single-use plastic products in Scotland and to analyse the impacts of the restrictions on competition, consumers and Scottish firms.

Citizens Advice UK

We were commissioned by Citizens Advice UK to investigate the mechanisms that could be used to limit or share the financial risk for energy bill payers in the context of highly anticipatory energy infrastructure investments in GB.

We developed a compendium of risk-allocation tools and, for each, we analysed: the suitability of the mechanism for different types of investments and projects; the extent (and the type) of risk allocated to consumers; the relative advantages and disadvantages of the tool; and how they affect the cost of capital. Each tool also included a case study of the tool being applied in practice.