Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
Industrial growth
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Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
