Research Briefing
Our initial estimates of the direct impact from the US decision to raise tariffs on imports from the EU and...
Tariffs
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Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
The implementation of the US “Liberation Day” tariff hikes will have a significant impact on individual sectors and firms, even...
Research Briefing
US President Donald Trump announced a range of tariffs on most trading partners on self-proclaimed 'liberation day'.
On 2 April 2025, the US Administration announced a set of tariff increases, bringing the US back to levels of...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast.
Research Briefing
In two or three years' time, US imports could fall by around 15% due to discounted reciprocal tariff hikes.
Research Briefing
While the automotive tariffs will likely lead to some production being reshored to US plants, they will also raise costs...
Trump has moved swiftly to advance a trade agenda that goes beyond what was promised in the campaign. This will...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
If there’s one thing more damaging than tariffs themselves, it’s the sharp rise in trade policy uncertainty.
Research Briefing
The small, open economies of Central and Eastern Europe (CEE) are struggling against three external headwinds simultaneously: stuttering German industry,...
Research Briefing
The impact of global tariffs, a high degree of policy uncertainty, and higher for longer interest rates are expected to...
Tariffs are taxes imposed by a government on goods and services imported from other countries. Think of tariff like an...
Research Briefing
Related Services TradePrism TradePrism delivers advanced insights into global trade dynamics, helping policy leaders, supply chain strategists, and risk managers...
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
Research Briefing
Despite weaker-than-expected gains in headline consumer and producer prices in February, the source data that feed into the PCE deflator...
Research Briefing
We've lowered our GDP growth forecast for the US, Canada and Mexico, reflecting our assumption of more aggressive US tariff...
Research Briefing
Tariffs typically result in a one-off rise in the level of prices.
Research Briefing
Trade tensions between the EU and the US are escalating. Aggressive protectionist policies have been a key instrument for Trump...
