Surging crude oil price from Iran-Israel conflict puts global GDP at risk. Is the world economy on the edge of...
Economic outlook
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Research Briefing
Explore the latest insights on Australia's economic forecast. Discover why growth has stalled and what the future holds for GDP...
Research Briefing
The reshoring of US manufacturing, a key Trump administration policy objective, seems likely to continue despite the uncertain future of...
Research Briefing
For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate...
Research Briefing
Our revamped modelling shows that a recession is not imminent for the Eurozone and the big four despite the extreme...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
The economic costs of the 50% tariffs to the Eurozone could amount to 0.3%–1.0% of the Eurozone’s GDP by the...
Research Briefing
The Eurozone's recession risks remain elevated—possibly higher than those in the US—as its economic expansion is more fragile.
The Gulf Cooperation Council (GCC) region concluded an eventful week as Saudi Arabia, Qatar, and the UAE hosted President Trump...
Research Briefing
We expect the peak economic drag for China from the exogenous demand shock generated by higher tariffs to occur in...
Research Briefing
GDP growth likely to be revised up but will remain weaker than assumed prior to Liberation Day.
Research Briefing
We appear to be witnessing the beginning of a new global economic and market paradigm. We expect five key trends...
Research Briefing
We expect GDP growth in both the US and world economy to slow sharply due to the tariff hikes, but...
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
Research Briefing Australia Faces Election risk, but migration stabilisation on track
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast.
Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
Research Briefing
The Spring Statement delivered on Wednesday 26 March is likely to prove a stopgap ahead of a more comprehensive overhaul...
Research Briefing
Related Services TradePrism TradePrism delivers advanced insights into global trade dynamics, helping policy leaders, supply chain strategists, and risk managers...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...