Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Manufacturing
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Displaying 1 to 20 of 136 results
Research Briefing
Our conviction that 2023 was the low point for global industrial growth is firming. We expect that value-added industrial growth...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
Beijing's reinvigorated support for manufacturing is quite the economic gamble. With property still in the doldrums and the post-Covid services recovery having largely run its course, the rationale is that manufacturing...
Research Briefing
A second Trump presidency would directly harm US manufacturing through two channels: repeal of President Biden's Inflation Reduction Act (IRA);...
Research Briefing
Battery raw materials prices bottomed out last quarter and we think a sustained recovery is looming. Midstream EV battery manufacturing...
Research Briefing
Over the next five years China and its major cities face the prospect of a significant downshift in economic growth....
Research Briefing
US business investment continues to advance, despite fears it would tumble in 2023 ahead of a widely anticipated recession.
Industrial production in China is forecast to post growth of 5% in 2024, for the second year in a row....
Research Briefing
As 2024 progresses global industrial activity should pick up and begin to rebuild some momentum. In annual terms, we expect...
Research Briefing
Five manufacturing sectors have contributed significant job growth in many metros in recent years, at a time when employment in...
Research Briefing
Inflation has fallen sharply in advanced economies over the past year, and we expect central banks to start cutting interest...
Research Briefing
Under our latest climate scenario analysis, net zero policies in the US will have highly unequal impacts across states and...
Research Briefing
The US machine tool industry has navigated through volatile markets in recent years. While the number of new orders has...
Research Briefing
We expect another year of industrial metal price weakness in 2024 and are generally below consensus. Metal demand will remain...
Research Briefing
China heads into 2024 with relatively loose policy settings, but private sector sentiment constrained by property pessimism. Policy efforts will...
Consulting Report
The supply chain disruptions triggered by the coronavirus pandemic, the blockade of the Suez Canal, and Russia's invasion of Ukraine...
Research Briefing
2023 has been a turbulent year for global industry, with growth on track to come in lower than any other...
Research Briefing
While we believe interest rate hikes are mostly over, interest-sensitive sectors are being weighed down by the cumulative impact of...
Research Briefing
This 5-page report identifies five key themes that will shape our Industry Climate Service research agenda over the course of...
