Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Goods Trade
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Research Briefing
Export volumes of Asian goods are tumbling at a pace not seen since the onset of the pandemic in 2020. The pandemic slump proved short-lived, but we think the current plunge in exports has further...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
While few observers expect to see any growth surprise in Japan, some have started to wonder whether global inflation may...
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
