Consulting Report
A persistent pandemic, economic uncertainty, and a global geopolitical conflict continue to dominate headlines and fuel Chief Supply Chain Officer...
Consulting Report
A persistent pandemic, economic uncertainty, and a global geopolitical conflict continue to dominate headlines and fuel Chief Supply Chain Officer...
Research Briefing
Risks to the global economy remain skewed to the downside, based on our latest survey of risk perceptions. But businesses...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Global industry emerged strong in early 2021, following a lacklustre performance the year before. But with a right jab from...
Research Briefing
Industrial production will lag services growth globally going into 2022 as supply-chain pressures continue to bite and the post-pandemic recovery...
Research Briefing
We expect monetary policy to continue to diverge across Asia Pacific in 2022, with central banks in the advanced APAC...
Research Briefing
Diminishing economic disruption and uncertainty, stemming from the pandemic and ensuing supply-side bottlenecks, bode well for a still-strong recovery in...
Research Briefing
In Asia, the upturn in production should help ease global supply-chain bottlenecks heading into 2022.
Research Briefing
We see little evidence that the outlook for underlying inflation in the eurozone is much changed from a few months...
Research Briefing
After expanding strongly in Q2, global GDP growth slowed in Q3 in response to the Delta disruption and ongoing supply...
Research Briefing
We have cut our global GDP growth forecasts again, and now have reduced our 2021 estimate by a total of...
For most product-based businesses, the supply chain problems that have defined the Covid-19 era are not going away quickly. Executives...
The following video, part of the “Surviving and Thriving” supply chain study produced in partnership with SAP, shows how supply...
Louis Kuijs, chief Asia economist, discusses the implications in a podcast for the San Francisco Fed. With US-China talks to...