Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
We have substantially upgraded our oil price forecasts, expecting Brent to average $114 per barrel in Q2.
Research Briefing
The conflict in the Middle East delivered an immediate shock to global trade, but the impacts aren't uniform across regions...
The escalating conflict involving Iran is adding a new layer of geopolitical risk that threatens to derail the recovery in...
Research Briefing
Our PCE nowcast estimates that the year-over-year headline PCE will hold steady at 2.8%, while core PCE will inch lower...
Research Briefing
Rising oil and gas prices expose economies to shocks. Could expanding renewable energy be the key to stability?
We forecast Asia-Pacific industrial production to see a modest slowdown in 2026 but remain an outperformer at the global level....
Research Briefing
If global oil prices averaged around $140 per barrel (pb) for two months, it would be enough to push parts...
Research Briefing
In response to the US-Iran war, we've downgraded our forecast for GCC real GDP growth by 1.8ppts to 2.6% for...
The Iran conflict is already causing a wide-range of forecast impacts, from energy markets and inflation, to both regional and...
Consulting Report
Setting out where businesses are today, where they risk falling behind, and what actions can help them move forward with...
While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
Conflit en Iran, tensions sur les routes d’approvisionnement, envolée des prix de l'énergie: l'économie mondiale va-t-elle faire face à un...
Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
Webinar
Join our Q1 commodity markets webinar, where we discuss the outlook for energy, metals and agriculture amid rapidly shifting trade...
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Join this webinar with our global experts to unpack the economic implications of the unfolding conflict in the Middle East....
Following the weekend’s events, please join our team of global and GCC economists along with energy market experts as they...
Research Briefing
Tensions in Iran threaten global energy security through the risk of disruption in the Strait of Hormuz, the world’s most...
Research Briefing
Africa’s copper production is concentrated in the Central African Copperbelt, shared between the DRC and Zambia, and is the world’s...