Research Briefing
January poses a triple threat to US imports
Industrial production
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Displaying 1 to 17 of 17 results
Research Briefing
Recession alarm bells should sound a bit muted with an encouraging employment report, solid gains in retail sales, and a...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Research Briefing
While we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
The United States and Europe are both set to fall into a shallow industrial recession this year, thanks to a...
Research Briefing
In a Net Zero climate mitigation scenario, we find that $570bn will be wiped off the global chemicals market by...
Research Briefing
The impact of policies to address climate change cannot be discussed only in national terms. There will be variations by...
Research Briefing
German industry has been successful in reducing its consumption of gas relative to previous years, particularly in the second half...
Research Briefing
Much of the economic weakness we are currently witnessing will likely spill over into 2023. African economies' ability to deal...
Research Briefing
We earlier argued that Asia’s manufacturing activity has been impacted more by demand than by supply-side pressures, due to strict Covid-related policies. Supply...
Research Briefing
Despite an upside growth surprise for Q3, we still expect the eurozone to fall into a widespread recession. Not all...
A remarkably consistent fact of energy usage across economies, industries, and energy types is that intensity has come down steeply...
Research Briefing
South Africa's detailed JET IP unveiled at COP27 offers a model for other carbon-intensive developing countries to follow. Although the...
Research Briefing
Russia’s shutdown of natural gas flows to Europe has resulted in skyrocketing regional prices. This has contributed to a significant...
Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
We expect eurozone industrial production to contract by a cumulative 3% over the next few quarters due to the severe...
