Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Saudi Arabia's Q1 GDP was revised upward to 3.4% year-on-year, driven by a robust 4.9% expansion in the non-oil sector.
Research Briefing
The report argues that enhancing project bankability should become a main policy priority as part of climate investment endeavors.
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
Research Briefing
A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles...
OPEC+ is considering another 411,000 b/d output hike for July, with a decision expected on May 31. If confirmed, this...
Research Briefing
Fed officials remain cautious amid rising inflation and ongoing policy uncertainty. The latest FOMC meeting highlights the challenges facing the...
Executive Summary
The past month has been relatively quiet compared to the flurry of activity following the 'liberation day' tariff announcements in the US.
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
OPEC+ announced a higher-than-expected oil production hike for June, adding 411,000 b/d to the market. This marks a pivot from...
S&P has affirmed Turkey’s BB- credit rating with a stable outlook, cautioning that recent political events could have lasting economic...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% at Thursday's meeting. Considering the significant downgrading of growth and...
Kuwait’s inflation rate eased to 2.4% in March, while Oman’s inflation dropped to 0.5% from 1%, driven by weaker food...
Research Briefing
We have downgraded our forecasts for Australia due to the major disruptions to the global economy caused by changes to...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Saudi Arabia’s inflation rose to 2.3% in March, its highest level since July 2023, driven mainly by a faster rise...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
Research Briefing
Despite the recent appreciation, our forecast still sees a weaker euro versus the US dollar compared to our pre-US election...
Research Briefing
Our initial estimates of the direct impact from the US decision to raise tariffs on imports from the EU and...