Research Briefing
RESEARCH BRIEFING Trade balance continues to bounce lower in Australia Imports rise on data centre demand as Australia’s trade surplus...
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Research Briefing
Africa has, once again, taken centre stage as countries vie for the top spot. The playing field has shifted slightly,...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast. Our new baseline...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
Research Briefing
Related topics Excellence in commodity forecast accuracy: A World Bank Group assessment A recent assessment by the World Bank Group...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
China has been accused of dumping stock onto the European market within the automotive, metals and chemicals sectors with the...
Consulting Report
This report explores the global graphite market, rationales for trade action on Chinese graphite, and the history of Section 301...
The attacks on container ships by Houthi militants have, once again, revealed the underlying fragility of the international supply chains...
Research Briefing
Vietnam's GDP grew by an average rate of 7% annually in the past three decades, surpassing all its ASEAN regional...
The EU’s Carbon Border Adjustment Mechanism (CBAM) is one of the central pillars of the EU’s Fit for 55 Agenda,...
Research Briefing
The latest evidence suggests that the economic 'decoupling' of China from the west is starting to gather pace. Decoupling is...
Research Briefing
Mexico is the best-positioned emerging market to gain from "nearshoring." but that does not mean it has seen the greatest...
Research Briefing
Despite the US dollar already moderating from a multi-year peak in late 2022, we expect it to remain relatively strong...
Research Briefing
Unlike past recovery cycles, the sharp expected rebound in China's private consumption may not result in surging imports. Our updated forecast now sees 8% plus consumption growth in 2023, much of it will be frontloaded, with the sequential quarterly pace winding down by...
