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Research Briefing

Trump tariffs will cut UK growth as global demand weakens

Research Briefing

Tracking the impact of US tariffs on spending and prices

Research Briefing

Tariff whiplash starting to cause US supply-chain stress

Research Briefing

Taking stock of this week’s twists and turns in US tariff policy

Research Briefing

European pharma, high-tech, and machinery most exposed to US trade war

Research Briefing

US Tariff Monitor – Sooner rather than later

Research Briefing

Adjusting our assumptions toward stronger US tariffs

Research Briefing

Global: The EU’s imports of LNG continue to decline

Research Briefing

China decoupling – how far, how fast?

Research Briefing

Dumping? Key categories of Chinese imports have surged in Europe

Consulting Report

Enabling North American Graphite Growth

Research Briefing

Global Industry: Red sea attacks are a shot across the bow of global logistics

The miracle growth story has further to unfold

Research Briefing

The miracle growth story of Vietnam has further to unfold

Blog

The EU’s CBAM needs more bite to change the trajectory of emissions

China decoupling starting to gather pace

Research Briefing

China decoupling starting to gather pace

Research Briefing

Nearshoring – China’s loss is not (yet) Mexico’s gain

Research Briefing

A strong dollar means a tougher time for manufacturers

Shanghai

Research Briefing

China: Consumption bounce ≠ surging goods imports

Research Briefing

Long-term interest rates to trend down in the Philippines

Research Briefing

Global goods trade to shrink in 2023

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