Research Briefing
We have revised up our forecast for long-term bond yields in several advanced economies - most notably in the US...
Trade Flows
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Research Briefing
Global passenger vehicle production was heavily impacted by the pandemic. Major manufacturers' forecasts for demand were lowered substantially at the...
Research Briefing
The easing in supply chain stress is an encouraging sign for the US inflation outlook, but conditions continue to drag...
Research Briefing
Our baseline forecast is now for world trade in goods to decline by 0.2% in 2023, a considerable downgrade from...
Research Briefing
Timely October trade data from North Asia are flashing warning signs that Asia's export downturn is gathering momentum. We think...
Research Briefing
Russia's quick U-turn over its earlier decision to suspend participation in the Black Sea grain initiative suggests that pressure from...
Russia's decision to halt its participation in the UN-brokered Black Sea grain deal risks a renewal of global food price...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
