Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Tariff
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Research Briefing
Our supply-chain stress index rose in October after sticking within a narrow range over the past year. Volatile trade flows...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
Research Briefing
A recent agreement to lower tariffs on Chinese imports by 10 percentage points has nudged the US effective tariff rate...
Research Briefing
Software investment in Japan has risen sharply since the late 2010s, outpacing investment overall. We expect this high rate of...
Research Briefing
Asia’s growth outperformance this year has been buoyed by frontloaded US orders and strong global demand for technology goods. However,...
Research Briefing
Explore Australia's goods trade dynamics, with rising exports and falling imports. Learn how global demand impacts the trade balance and...
Executive Summary
RePORT Labour tight, but purse strings tighter in Australia Economic Outlook Improves Slightly Amid Job Strength and Supportive Exports, But...
Data insights Tariff pause extended until August, some countries still in limbo Trump Extends Tariff Pause but Signals August 1...
