Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
Global trade
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Displaying 1 to 20 of 388 results
US tariff pressures are easing as metals and pharmaceutical measures prove less severe than expected, with key exemptions and policy...
Research Briefing
A prolonged closure of the Strait of Hormuz could send shockwaves through global industry, but which sectors and regions are...
Consulting Report
This report assesses the Indonesian agri-food system, from agricultural production and food and beverage (F&B) manufacturing, to the wholesale, retail,...
Seismic shocks are hitting global trade simultaneously - and the map is being redrawn in real time. A war in...
Research Briefing
Global trade faces mixed forces, with tariff easing supporting growth while Middle East conflict poses downside risks.
The Iran conflict is causing a wide-range of forecast impacts, from energy markets and inflation, to both US and global...
Research Briefing
The disruption in oil prices due to the Iran conflict will have a disproportionate impact on low-income households, as they...
Research Briefing
RESEARCH BRIEFING Shipping in for the long haul of Middle East conflict Uneven trade disruptions emerge as energy spikes immediately...
Research Briefing
EU supply chains remain highly exposed to external risks. In the past six years, the bloc hasn't materially reduced its...
We forecast Asia-Pacific industrial production to see a modest slowdown in 2026 but remain an outperformer at the global level....
Consulting Report
A sweeping reset of global trade policies under Trump 2.0 have triggered a sharp global pullback in foreign direct investments,...
Consulting Report
The EU’s Tobacco Excise Directive set a harmonised framework for cigarette taxation, but our study shows that differences in the...
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
The White House has pivoted to a new tariff authority to impose a 10% global duty, with the possibility of...
Research Briefing
The macro implications of replacing US IEEPA tariffs with a global 15% tariff are minor at best, according to our...
Research Briefing
The past year has seen a reshaping of long-run risks, with rising trade uncertainty, threats of US isolationism, and accelerating...
Research Briefing
China’s rapid rise across both high-tech and labour-intensive exports is reshaping global trade and squeezing competitors — but which countries...
Australia’s trade surplus increased recently, but softer export demand and rising capital goods imports may put pressure on the outlook.
Recent developments such as rising US isolationism and the AI investment boom could materially change long-term growth prospects. In this...
