Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
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Displaying 1 to 20 of 690 results
Research Briefing
The increase in tariffs announced so far will add more than 10ppts to the cost of business equipment in the...
Research Briefing
The sectors most exposed to mass deportations are construction, agriculture, parts of manufacturing and several service sectors.
Research Briefing
Research Briefing Inbound Travel to US in Steep Decline March 2025 data reveals the US is poised to experience a...
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...
Research Briefing
Our initial estimates of the direct impact from the US decision to raise tariffs on imports from the EU and...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast.
Consulting Report
Consulting Report The Economic Impact of SHEIN in the United States You might be interested in
Research Briefing
While the automotive tariffs will likely lead to some production being reshored to US plants, they will also raise costs...
Research Briefing
Wealth effects proved to be a quite reliable tailwind to consumer spending this cycle.
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Our internal recession models support our opinion that a looming downturn is unlikely, despite rising recession risks.
Tariffs are taxes imposed by a government on goods and services imported from other countries. Think of tariff like an...
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
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...
