Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Supply chain
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Displaying 1 to 20 of 260 results
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Research Briefing
Our Global Economic Model simulations suggest that a permanent 40ppt tariff hike on US imports from Brazil would have limited...
Research Briefing
A tiered-tariff system effectively blurs the distinctions between goods made in China and those rerouted via regional supply chains, weakening...
Research Briefing
Cotton prices are forecast to remain weak in 2024 due to strong global supply and sluggish demand, weighed down by...
Consulting Report
In this report, we study the economic and societal impact of the branded clothing retail industry, including its value chain...
Consulting Report
In an ambitious global investigation with Proxima, we delivered insights into supply chain risk across different industrial sectors in major...
As demand grows for critical minerals like cobalt, copper, and lithium, African nations are navigating opportunities and risks—from boosting local...
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Related Services US Forecasting Service Access to short- and long-term analysis, scenarios and forecasts for the US economy. Find Out...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
