Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
Research Briefing
President Donald Trump signed a slew of executive orders related to immigration, trade, and the federal government workplace, but these...
Research Briefing
Donald Trump's tariff threats for day one of his new presidency would have a heavy impact on the Mexican economy...
Research Briefing
We modelled two scenarios to examine how different tariffs from the US could influence Mexico and the wider Latin American...
We expect the impact of Trump policies will be a net positive for Japan. The boost from higher import demand...
Research Briefing
The aggregate economic impact of the recently finalised EU-Mercosur trade pact will be modest if it gets final approval.
Research Briefing
We've adopted our "limited Trump scenario" as our baseline forecast for Japan. We now assume that the US will impose...
Research Briefing
We expect Trump's tariffs will reduce global trade values by more than 7% by 2030 compared to our pre-election forecasts.
Consulting Report
Dubai is a major global hub for air travel, with its airports serving more than 88 million passengers and the...
Research Briefing
January poses a triple threat to US imports
Research Briefing
Central and Eastern European economies are among the most exposed to the impact of Trump policies due to their large,...
Research Briefing
Blanket 25% tariffs on Canada threatened by US President-elect Donald Trump earlier this week would push Canada into a recession...
Research Briefing
The incoming Trump administration’s trade policies will have significant impacts on China’s sectoral outlook. There will be a small near-term...
Research Briefing
Since we adopted greater protectionism in our November US forecast, the risks to our baseline have become more balanced. But...
Research Briefing
u live in interesting times in US The first release of the November baseline incorporated the election outcome, but in...
Research Briefing
In the second release of the November baseline, we updated our tariff assumptions, but the impact on GDP, inflation, and...
Consulting Report
This report, commissioned by Humana People to People and Sympany+, assesses the socioeconomic impact of the second-hand clothing industry in...
Research Briefing
India has benefited from US trade rerouting away from China since 2018, albeit to a much lesser extent than some...
Research Briefing
We remain concerned about the potential fallout in Latin America from a second Trump presidency in areas other than a...
Research Briefing
Asia has been at the forefront of the recent global AI frenzy. That partly reflects the region's importance in global...
Research Briefing
Our new proprietary business cycle phase indicator points to a trough in sight for industry, but with dispersion among sectors....