Research Briefing
Supply chain pressures moderated in the US in May, with gradually improving supply-side dynamics and cooling goods demand easing tensions.
Research Briefing
Supply chain pressures moderated in the US in May, with gradually improving supply-side dynamics and cooling goods demand easing tensions.
Consulting Report
Sustainability efforts are a business necessity, but they still face headwinds, according to a new Oxford Economics and SAP study.
Although Covid-19 left many companies focusing on short-term survival rather than long-term innovation, some firms responded to the pandemic by...
Consulting Report
Published at the World Economic Forum’s Annual Meeting in Davos, this report explores three possible scenarios for how the Ukraine...
Russia’s huge oil and gas reserves, and the systemic importance of some commodities that are exported by Ukraine make the...
Research Briefing
Global supply chain disruptions are impacting regions of Europe that are heavily dependent on the two key industrial sectors of...
Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
Research Briefing
While the economic fallout from Russia's invasion of Ukraine will likely be limited for the Nordic region, we have nonetheless...
Research Briefing
Our 2022 Norway GDP growth forecast remains unchanged at 3.6%, but a stronger-than-expected impact from the war in Ukraine on...
Research Briefing
The Russia-Ukraine war is set to have serious implications for wheat supply and food stability in Africa. Despite efforts by...
Research Briefing
Food inflation in Asia ex-China has risen 2.7ppts to 4.5% since October 2021. We expect the uptrend to continue into...
Research Briefing
US supply chain conditions deteriorated for a second straight month in March. Pressures increased on the price and transportation fronts...
Consulting Report
This report, commissioned by Neptune Energy, seeks to quantify the company’s total economic impact across the UK, Norway, the Netherlands,...
Research Briefing
A strong performance from March's services and construction PMIs offered some indication that the economy carried a degree of momentum...
Research Briefing
The fallout from the Russia-Ukraine conflict and a brief but sharp hit from the Omicron outbreak have prompted us to...
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....
Research Briefing
The last week has delivered little let-up in the energy price-driven supply shock to the UK economy triggered by Russia's...
Research Briefing
Currencies of large Asian commodity exporters (AUD, NZD, MYR) have substantially outperformed those of importers (INR, KRW, THB).
Research Briefing
Despite the economic headwinds and much increased uncertainty stemming from the Russian invasion of Ukraine the ECB decided to accelerate...