A 10% blanket tariff rising to 25% in June, coupled with tit-for-tat retaliation, would cause EU manufacturing value-added output to...
Geopolitical Tension
Filter content
Tag
Region
Research Briefing
With US tariff threats escalating over Greenland and Europe weighing retaliation, could this standoff trigger a broader trade war and...
Research Briefing
Geopolitical tensions are escalating as US-China trade policy shifts from tariffs to sanctions. Our research highlights global supply-chain risks, with...
Our short-term outlook for the global economy has a seen a small upwards revision due to the expected loosening of...
Research Briefing
The external shocks to the economy have been diminished, thanks to the suspension of the dockworkers strike announced on Thursday...
In the face of rapid technological advancements, businesses and society are undergoing significant transformations. At the same time, addressing sustainability...
Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Research Briefing
The outlook for the global economy has improved since the previous quarter’s Global Scenarios Service report and a soft landing...
Research Briefing
This year is set to be a turning point for commercial property markets in the US. A gradual easing of...
Research Briefing
The global travel recovery took great strides in 2023, with some destinations already reporting a full recovery back to pre-pandemic...
InfographicResearch Briefing
Continued economic growth will help stabilise commercial real estate yields and values before pricing slowly begins to recover next year....
Research Briefing
Global growth prospects for the year ahead remain weak. We continue to see a prolonged period of steady and unspectacular...
Research Briefing
The People’s Bank of China has leaned against persistent renminbi weakness by consistently fixing the currency on the stronger side in recent months. Amid this heavy currency intervention, however, we don’t think there’s...
Research Briefing
The combined large shocks from years of regulatory uncertainty, the prolonged zero-Covid policy, and a housing correction have undermined China’s...
Research Briefing
Global economic prospects remain relatively subdued. The peak impact of past policy tightening has yet to be fully felt in...
Research Briefing
We recently received many questions on China's growth trajectory given the recent twists and turns in onshore activity and policy...
Research Briefing
Business perceptions of the key threats to the global economy have shifted significantly, based on our latest Global Risk Survey....
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Consulting Report
Cross-border trade and business payments are shifting in real time. To help identify opportunities amid volatility, this new report by...
Research Briefing
The ECB sent a clear and balanced message at its meeting this week despite the heightened market stress caused by...
