Research Briefing
The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry, though...
Tariffs
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Research Briefing
Electronics, electricals, motor vehicles, pharmaceuticals and machinery are most exposed globally to US-imposed tariffs.
Research Briefing
We have downgraded our forecasts for Australia due to the major disruptions to the global economy caused by changes to...
Research Briefing
Most commodity price forecasts are cut due to tariffs except for gold and battery metals, which show resilience amid global...
Research Briefing
Trade tensions between the US and China have continued to ratchet-up over the last week. While the exemptions to technology...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
President Trump's recent tariff announcements, and the global response, have meant a fast-changing policy landscape with significant effects on our...
Europe's major city economies, on average, are fairly well-insulated. However, within this group there are still some notable variations.
Research Briefing
We have trimmed our all-property capital growth forecast to 1.5% pa over 2025-2026. The industrial property sector is set to...
Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Research Briefing
There are no absolute winners in a trade war, but some will fare relatively better than others.
Research Briefing
We expect GDP growth in both the US and world economy to slow sharply due to the tariff hikes, but...
Research Briefing
Cities and regions where we expect the largest downgrades to GDP growth over 2025–2026 are those with higher concentrations of economic...
Research Briefing
The 'liberation day' tariffs have been postponed, but the existing tariffs and those likely forthcoming present significant downside risks for...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
Despite the recent appreciation, our forecast still sees a weaker euro versus the US dollar compared to our pre-US election...
Research Briefing
If the full April 2 tariffs are implemented alongside the additional 125% China tariff, this would push the US into...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast. Our new baseline...
Research Briefing
The Trump administration's imposition of a blanket 20% tariff on EU imports, in addition to the wide-ranging tariff increases imposed...
