We have developed a globally consistent framework showing cross-country GDP vulnerabilities to an escalation in China-Taiwan tensions, factoring in three...
Supply chain
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Displaying 1 to 20 of 265 results
Research Briefing
US business profit margins will remain elevated through 2025, with a boost from higher investments of recent years, despite challenges...
Research Briefing
Our tool suggests India is a strong contender. Holding India back is its low productivity per worker and poor education...
Research Briefing
Contingency planning for possible disruptions caused by rising geopolitical tensions is becoming an increasingly important factor in business strategy planning....
Research Briefing
A substantial backlog of work is supporting building construction activity in the face of falling permits. Building companies in the EU report a 11.5-month backlog of...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Our society and economy are deeply intertwined with nature, but human activity has pushed nature into crisis—one-third of the world’s...
In recent years, UK government figures have pointed towards a long-term decline in bee populations, and perhaps more worryingly, a...
Research Briefing
We find emerging, but not overwhelming, macro proof to support the recent geopolitical narrative of excess Chinese goods production that...
Research Briefing
More frequent adverse supply shocks mean eurozone inflation is likely to be more volatile and possibly higher on average in...
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...
Consulting Report
This study shows how the sports activities of public service media supported €4.5 billion of GDP and 57,000 jobs across...
Research Briefing
The impact of Red Sea shipping disruption on the eurozone economy continues to be limited, in line with our baseline...
The Northern Hemisphere is now heading into the 2024 fire season, having just had its hottest winter on record. If...
Global supply chains have continued to expand, despite talk of deglobalization and nearshoring. US and Japan have started to de-couple...
Consulting Report
Our study highlights how the manufacturing sector's impact on the UK economy extends far more widely than manufacturing companies themselves.
Research Briefing
Profit margins in the eurozone have largely dropped back towards their long-term pre-pandemic average, after they increased faster than wages...
Research Briefing
Taiwan was hit by the 7.2 magnitude earthquake on 3 April, the strongest in 25 years. However, the economic impact seems to be...
This year is set to be a turning point for commercial property markets in the US. A gradual easing in...
Research Briefing
The collapse of the Francis Scott Key Bridge in Maryland is another reminder of the US vulnerability to supply-chain shocks.
