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US Holiday cheer, at a higher price

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Japan’s low-leverage economy should withstand rate hikes

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The Model Assistant in action: What would an escalating Iran war mean for bond yields?

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European chemicals won the quarter, not the war

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The Economic Impact of the Cigarette Industry in Sri Lanka

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The Fandom Effect: Sports Urbanism 2026

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The impact of beauty in the UK

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How UK automotive exports contribute to the EU’s economy

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Assessing the Implications of Inheritance Tax Reforms in the UK

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Where AI meets economist intelligence: a practical tour

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Global CRE Megatrend Resilience Index 2026: key findings across the worlds biggest real estate cities

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Global Investment Strategy Conference

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2027 Economic Outlook Conference

Event 11 NOV 2026 Palazzo Clerici, Via Clerici 5, 20121 Milano
Dopo i midterms: l’economia globale alla prova degli Stati Uniti

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Research Briefing

US supply-chain stress is rising, but is still well short of 2022 levels

Supply-chain stress is rising, driven by air freight costs and geopolitical tensions. Explore the implications for prices and inflation in...

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Long government shutdown could slow supply chains

Our supply-chain stress index eased in August as early shipping demand faded. However, a long government shutdown could disrupt cargo...

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Red Sea shipping attacks add to inflation risks

We assume the disruption to shipping caused by maritime attacks on commercial vessels in the Red Sea will be relatively...

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