Disruption in the Strait of Hormuz, Russian export restrictions and damaged refining capacity have pushed diesel crack spreads to record...
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Displaying 1 to 20 of 157 results
We have kept our industrial production forecast for the Asia Pacific (APAC) region at 4.9% in 2026, while downgrading our...
Explore the outlook for the European economy in 2027, including investment trends, political shifts, and potential challenges ahead.
Research Briefing
The Middle East conflict is affecting global energy prices and Asia's industrial production, with challenges for exports and opportunities in...
Research Briefing
April's inflation trends reveal significant shifts in energy prices and core goods, indicating a divergence between CPI and PCE. Discover...
Research Briefing
Warsh is in—but the real story is what comes next. Inflation is sticky, consumers are stretched, and the Fed may...
Research Briefing
The reopening of the Strait of Hormuz has eased oil market fears, pushing crude prices lower and offering potential relief...
Research Briefing
Rising energy prices are set to lift US PCE inflation to its highest level since 2023, with further pressure expected...
Research Briefing
The conflict in the Middle East delivered an immediate shock to global trade, but the impacts aren't uniform across regions...
Research Briefing
War in the Middle East and the shutdown of Qatari LNG exports have effectively removed roughly 20% of global LNG...
Research Briefing
Rising oil and gas prices expose economies to shocks. Could expanding renewable energy be the key to stability?
Research Briefing
In response to the US-Iran war, we've downgraded our forecast for GCC real GDP growth by 1.8ppts to 2.6% for...
Research Briefing
Disruption to LNG flows through the Strait of Hormuz poses a bigger threat to Asia than higher oil prices, risking...
Research Briefing
Energy prices are pushing inflation higher in the UK and Eurozone, undermining the idea that central banks can simply look...
Research Briefing
Leading cities like London, New York, and San Jose are thriving through technology, knowledge industries, and demographic advantages. As global...
Research Briefing
The fate of global oil prices hangs on Russia. Sanctions, rerouted exports, and a potential ceasefire could drive Brent and...
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
Rate cuts by the European Central Bank over the course of 2025 may not boost growth to the same degree...
Research Briefing
The chemical industries in the US and EU are at the precipice of a major divergence. We believe that a...
Research Briefing
Our proprietary business cycle phase indicator reveals that industrial activity in the advanced economies, which has been in recession for...
