Research Briefing
Explore the shift to Bretton Woods 3.0, as China adapts its economic strategies amid global changes and rising geopolitical uncertainties.
Global trade
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Research Briefing
The new tariff regime is shaping trade dynamics, with key countries facing varying rates. Investigations into labour practices may lead...
Research Briefing
Migration is a core channel through which demographic forces shape an economy’s performance in the long run.
Research Briefing
Global trade faces mixed forces, with tariff easing supporting growth while Middle East conflict poses downside risks.
Research Briefing
The conflict in the Middle East delivered an immediate shock to global trade, but the impacts aren't uniform across regions...
Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
A 10% blanket tariff rising to 25% in June, coupled with tit-for-tat retaliation, would cause EU manufacturing value-added output to...
Research Briefing
With US tariff threats escalating over Greenland and Europe weighing retaliation, could this standoff trigger a broader trade war and...
Research Briefing
Asia chip export index (CEI) showed a remarkable rise of 27.3% in value and 26.2% in volume year-on-year.
Research Briefing
The US has seen short-term gains from higher tariffs, with markets steady and growth holding up. But investment weakness, rising...
Research Briefing
Explore the impact of the August 1 tariff package on global trade. Discover how exemptions affect effective rates and the...
Research Briefing
The fate of global oil prices hangs on Russia. Sanctions, rerouted exports, and a potential ceasefire could drive Brent and...
Research Briefing
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation...
Research Briefing
The latest US tariffs are reshaping global trade patterns, hitting some cities harder than others. From Germany’s auto hubs to...
Research Briefing
Africa has, once again, taken centre stage as countries vie for the top spot. The playing field has shifted slightly,...
Research Briefing
Tariffs are rising and USMCA protections are slipping away, leaving machinery and US automotive sectors exposed. Here's why these industries...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
We have cut our long-term trade forecasts for the EU considerably due to escalating global trade tensions.
Consulting Report
This report revisits the analysis presented in our April 2024 paper on the potential impact of WTO dissolution, drilling down...
Research Briefing
The EU plans a narrower, targeted response to US tariffs on goods, but stronger measures may follow amid rising trade...
