Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Inflation
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Last week, oil prices moderated by around 15%, as the ceasefire between Iran and Israel helped to reduce risk premiums.
Research Briefing
Our scenario analysis reveals a partial shutdown of the Strait of Hormuz by Iran would push the Japanese economy into...
Research Briefing
The net immigration into the US has slowed more abruptly than anticipated in the early days of Trump's second presidency....
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Research Briefing
The Bank of Japan kept its policy rate at 0.5% and announced its exit plan from quantitative easing at Tuesday's...
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...
