Research Briefing
President Trump's recent tariff announcements, and the global response, have meant a fast-changing policy landscape with significant effects on our...
Trade war
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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
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
If the full April 2 tariffs are implemented alongside the additional 125% China tariff, this would push the US into...
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
If there’s one thing more damaging than tariffs themselves, it’s the sharp rise in trade policy uncertainty.
Research Briefing
The impact of global tariffs, a high degree of policy uncertainty, and higher for longer interest rates are expected to...
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 don't have to be imposed to wreak economic harm – threats are enough. So the recent flurry of announcements...
Research Briefing
The new US tariffs add an additional layer of drag on Asian manufacturing activities. India will be one of the...
Research Briefing
We think the immediate tariffs on China will have spillovers to some other Asian economies, while the threat of reciprocal...
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Research Briefing
We have incorporated a 10% blanket tariff by the US and immediate retaliation by the EU in our forecast for...
Research Briefing
President Trump launched the first salvo in what will like turn into another global trade war. A 10% additional tariff...
Tariff-induced price increases call into question tightly integrated supply chains across North America and make large swathes of exports less...
Research Briefing
The potential damage to large swathes of industry in Mexico and Canada from blanket US tariffs could be devastating and...
