Research Briefing
Global electric vehicle (EV) trade has grown undeterred in the last five years—increasing at a compound annual growth rate (CAGR)...
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Research Briefing
The outlook for Latin America changed dramatically after Russia's invasion of Ukraine last February.
Research Briefing
The semiconductor cycle has already turned and is likely to continue softening into next year. As the world's largest producer...
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
