Quantifying the economic impact of climate change becomes crucial, particularly in a rapidly warming planet.
Global economics
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Research Briefing
We anticipate most advanced economies will fall into recession in 2023 and global growth will be weaker than the consensus...
Research Briefing
After nine months of devastating war, we expect Ukraine's economic contraction to reach 31% in 2022. Prompt monetary and fiscal policy responses and $23bn of external financing have prevented a much deeper contraction.
Research Briefing
While our outlook for emerging markets (EMs) is more upbeat than for advanced economies (AEs), we have cut our 2023...
Research Briefing
Sub-Saharan Africa will be at the very epicentre of global urbanisation over the next two decades, with the world’s top...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Consulting Report
In partnership with the British Valve and Actuator Association this latest edition of our annual Global Valve and Actuator Market...
After a tighter-than-expected runoff on October 30, Lula da Silva (PT) was elected president of Brazil for a third time....
The state of the market for valves and actuators is often seen as a bellwether for the state of the...
Research Briefing
Central banks and many other forecasters may be underestimating the risk of persistently high inflation. While our view is that...
Research Briefing
Debt costs continue to soar across advanced economies, threatening to push commercial real estate markets into distress. We believe that...
Research Briefing
In our view, the IMF's recent downgrade of its global GDP growth forecast looks too optimistic. The IMF estimates that...
Research Briefing
The cost of debt for real estate has risen steeply in recent months, as credit conditions tighten, loan margins widen,...
Research Briefing
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
Research Briefing
Further moderate downgrades to the near-term outlook for advanced economies (AEs) have pushed our global GDP forecast perilously close to...
Research Briefing
As far as markets are concerned, the Fed's expected path of short term rates, peaking at 4.4% early next year,...
Research Briefing
Lula da Silva (PT) won the first round of the presidential election with 48% of the votes. He is favourite...
Research Briefing
While US policy rates will rise further in the near-term, the long-run neutral rate – the interest rate consistent with...
Research Briefing
We forecast copper prices to fall over the next six months as global economic growth deteriorates and surging energy prices...
Research Briefing
Our baseline economic outlook now assumes a mild US recession in the first half of 2023. Despite moderate improvement in...
