Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
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Research Briefing
The potential damage to large swathes of industry in Mexico and Canada from blanket US tariffs could be devastating and...
The German and Italian automotive industries stand out as the most exposed to Trump's tariff threat. Our estimates suggest that...
Research Briefing
Following prolonged weakness in 2022 and 2023, industrial growth is now regaining momentum.
Fundamental forces including demographics, Ai, geopolitics and climate change play a key role in building resilience into long-term CRE investment...
Our latest global industry forecasts reflect the impact of a second Trump presidency on industrial sectors. The US industrial forecast...
Research Briefing
Productivity gains from the use of Generative AI (GenAI) and other similar technological advancements are set to boost medium-term economic...
Research Briefing
European industry is still in the midst of an almost two-year recession, but we believe that the end is increasingly...
Research Briefing
Fears of a substantial escalation in the Middle East last week prompted the largest swing in the oil price in...
Research Briefing
Our baseline forecast is for some form of divided government that will not alter the current trajectory of industrial growth. If either side achieves a...
Europe’s industrial recession continues to take its toll: the EU's industrial output expected to shrink by 0.7% in 2024, a...
Research Briefing
Global spending on technology products by businesses and governments will grow 5.8% in 2025, adjusted for inflation and currency movement,...
The demand for data centres in the United States is rapidly increasing, driven primarily by the continued rise of cloud...
Research Briefing
We expect global industrial production to grow by 2.6% this year, up from 1.8% in 2023. Our view remains that...
Our forecasts do not show any significant deindustrialisation over the next decades in Europe. However, Europe indeed faces substantial challenges...
Research Briefing
Using our Global Industry Model, we have modelled the sectoral impacts of two scenarios in which former President Donald Trump returns to the...
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
Our proprietary business cycle phase indicator reveals that industrial activity in the advanced economies, which has been in recession for...
Research Briefing
Over the last three decades, new data centre construction has surged and there are no signs that growth will abate...
The near-term outlook for US industry is expected to be relatively steady. However, the results of the upcoming election could...
