Research Briefing
In response to the results of the US election we've adopted our 'limited Trump' scenario as our baseline view for...
Global Economic Growth
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Research Briefing
Generative AI has the potential to substantially improve the medium-term growth outlook for the economy. It arrives at a perfect moment – labour is going to...
Research Briefing
World goods trade declined in 2023, reversing the trend of 2022. This development points to the resumption of the decade-long...
Research Briefing
The impact of past policy tightening, the reduced availability of credit, and high (though moderating) inflation are creating a subdued near-term environment for global industry.
Research Briefing
Alternative data are a promising area of economic forecasting and analysis. They address some of the key shortcomings of the...
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
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
