Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
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Displaying 1 to 20 of 84 results
The EU’s Carbon Border Adjustment Mechanism (CBAM) is one of the central pillars of the EU’s Fit for 55 Agenda,...
Research Briefing
Price forecasts for lithium, cobalt price and palladium are now added to our Global Climate Service. This valuable enhancement will...
Research Briefing
Supply chain stress eased in April, which will put downward pressure on goods prices and allow the Fed to pause...
Research Briefing
Metal prices ended 2022 lower than they started the year, despite the Russian invasion of Ukraine initially causing prices to...
Research Briefing
In a tough global environment, we are below consensus on advanced economy growth and anticipate most will fall into recession...
Research Briefing
Gold prices have been under pressure since the beginning of 2022, as high US real rates increase the opportunity cost...
Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
Supply chain developments were mixed in October, but the implications for the outlook, particularly for inflation, are modest. The easing...
Consulting Report
This study examines whether silver should be viewed as a distinct asset class that warrants a strategic investment allocation within...
Research Briefing
Though global recession fears are mounting, our newly developed emerging markets activity trackers show most EMs are now outperforming compared...
Research Briefing
Ukraine's successful counteroffensive in Kharkiv in the north-east of the country has stoked hopes of a Ukraine victory and perhaps...
Research Briefing
Supply chain conditions in the US improved in August. Transportation strains eased as shipping gridlocks loosened, inflation pressures declined, labor...
Research Briefing
Although the risk of hard energy rationing has diminished, demand destruction triggered by the surge in energy prices has led...
Research Briefing
We will increase gas prices and inflation and cut GDP growth in the September forecast round, with the eurozone economy...
Research Briefing
The MENA region is a key player in the energy sector as a large producer of oil and gas, but...
Research Briefing
We have cut our 2022 GDP growth forecast for Denmark by 0.7ppts to 3.1% to reflect the prospect of energy...
Research Briefing
We now see gas rationing this winter in European economies most reliant on Russia as very likely. Our modelling finds...
Research Briefing
Asian cities are facing several challenges to economic growth, including the slowdown of the Chinese economy, supply chain problems, and...
Research Briefing
After negotiating the Omicron wave in Q1, Canadian households in all provinces are now facing high inflation and—as we expected—the...
