Research Briefing
The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry, though...
Manufacturing
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Displaying 1 to 20 of 142 results
Research Briefing
Electronics, electricals, motor vehicles, pharmaceuticals and machinery are most exposed globally to US-imposed tariffs.
Europe's major city economies, on average, are fairly well-insulated. However, within this group there are still some notable variations.
Research Briefing
Cities and regions where we expect the largest downgrades to GDP growth over 2025–2026 are those with higher concentrations of economic...
Research Briefing
The small, open economies of Central and Eastern Europe (CEE) are struggling against three external headwinds simultaneously: stuttering German industry,...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Research Briefing
A number of recession warnings were flashing yellow and red last year, but the economy didn't falter and entered the...
We expect the impact of Trump policies will be a net positive for Japan. The boost from higher import demand...
Research Briefing
We've adopted our "limited Trump scenario" as our baseline forecast for Japan. We now assume that the US will impose...
Research Briefing
January poses a triple threat to US imports
Research Briefing
Our proprietary models signal the lowest probability of recession in more than two years as strong incoming data indicates that...
Research Briefing
Amid the fast-progressing electric vehicle (EV) shift, maintaining high competitiveness in auto-related sectors and ensuring a smooth labour transition across...
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
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...
Research Briefing
We expect global industrial production to grow by 2.6% this year, up from 1.8% in 2023. Our view remains that...
Research Briefing
Our new proprietary business cycle phase indicator points to a trough in sight for industry, but with dispersion among sectors....
Research Briefing
A surge in temporary layoffs drove another rise in the unemployment rate in July, stoking recession concerns and fears that...
Research Briefing
US business profit margins will remain elevated through 2025, with a boost from higher investments of recent years, despite challenges...
Research Briefing
The Pacific Northwest’s robust economy is forecast to continue to outperform over the next few years. A large presence of...
