Research Briefing
Data for Q3 on the volume of China's imports of crude from Russia show a drop against the June level....
Supply and demand
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Research Briefing
Although easing restrictions in China have helped to reduce global supply chain pressures, we expect rising costs and weakening demand...
Research Briefing
The evidence of the past year shows that inflation has been far from transitory. But we still believe supply factors...
Research Briefing
Strong annual GDP growth figures for most major European cities do not tell the whole story in 2022 as the...
Research Briefing
We expect Canada to enter a recession in Q4 2022 and as a result, most metros including Toronto, Montreal, and...
Consulting Report
A persistent pandemic, economic uncertainty, and a global geopolitical conflict continue to dominate headlines and fuel Chief Supply Chain Officer...
Research Briefing
Though global recession fears are mounting, our newly developed emerging markets activity trackers show most EMs are now outperforming compared...
Research Briefing
A cold winter in Europe would require drastic cuts in gas consumption – consistent with hard rationing – in Germany...
Research Briefing
Supply chain conditions in the US improved in August. Transportation strains eased as shipping gridlocks loosened, inflation pressures declined, labor...
Research Briefing
Sky-high gas prices and aggressive monetary policy tightening have pushed the global economy to the brink of a late 2022/early...
Research Briefing
The Norway mainland GDP forecast has been raised 0.5ppts to 3% following a slight growth surprise in Q2 and a...
Research Briefing
The post-pandemic recovery in business investment in Japan is lagging other GDP contributors. But we expect the pent-up demand accumulated...
Research Briefing
Higher inflation and weaker external demand as Europe battles with energy shortages have led us to lower our Norwegian mainland...
Research Briefing
Supply chain dynamics improved for the third straight month in June, according to our tracker. Pressures eased most on the...
Research Briefing
We expect eurozone services prices to continue to rise sharply over the summer as the sector's recovery progresses. The ECB...
Research Briefing
Central banks have changed the way they react to economic conditions, largely focussing on current inflation and its impact on...
Research Briefing
Despite headwinds to the eurozone economy, the tourism sector continues to shine bright. Our high-frequency Tourism Tracker suggests overnight stays...
Research Briefing
Along with energy prices, global food prices have emerged as a key driver of the eurozone's current inflationary surge. Like...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
