Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
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Displaying 1 to 20 of 656 results
Research Briefing
Cuts to the Federal government workforce, which we estimate to be 200,000 in 2025, will have a modest impact nationally,...
Executive Summary
This quarter’s scenarios quantify key risks to the global economy. These relate primarily to trade protectionism and other geopolitical tensions,...
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...
Research Briefing
A North American trade war unfolded in dramatic fashion this week.
Research Briefing
As consumer sentiment deteriorated, concerns about the outlook for consumer spending increased. While there's a statistically significant relationship between sentiment...
Research Briefing
On March 4, President Trump placed 25% blanket tariffs on Canada and Mexico, except Canadian energy products that would be...
Research Briefing
We will revise the forecast for federal employment significantly lower this year, and in subsequent years, because of the announced...
Research Briefing
First-quarter GDP is tracking weakly at 1% annualized, but we think a lot of the swings in the data are...
Research Briefing
For many households, tax refunds represent the biggest cash-flow event of the year. It's early, but we think this will...
Research Briefing
We see little evidence that inflation will take a significant turn for the worse, which suggests that the risks of...
Research Briefing
The impact of AI is highly visible in some segments of the economy but barely seen in others, leaving the...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Tariffs act as a regressive tax on households as they are applied to imported goods, many of which fall into...
Consulting Report
This study, commissioned by Reckitt, assesses the economic footprint of Reckitt’s U.S. operations on the U.S. economy in 2023.
Research Briefing
The more aggressive ramp up in tariffs caused us to lower, but not slash, our forecast for real consumer spending...
Research Briefing
Related Posts Downside risks for Asian industrial real estate markets The ‘liberation day’ tariffs have been postponed, but the existing...
Research Briefing
Donald Trump's withdrawal from the Paris Agreement is a symbolic step back from global climate cooperation. However, we don't think...
