Research Briefing
The narrative surrounding policymaking and its near-term economic impact has shifted dramatically from the January to February baseline forecast.
Global trade
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Displaying 1 to 20 of 394 results
Research Briefing
Our analysis of industry and trade structure between the US and Japan reveals the auto and non-electrical machinery sectors are...
Research Briefing
We have incorporated a 10% blanket tariff by the US and immediate retaliation by the EU in our forecast for...
Research Briefing
US President Donald Trump's announcement of an additional 10% tariff on imports from China was in line with our baseline expectation. But the immediacy of implementation, the blanket style of tariffs, and the inclusion...
Research Briefing
After several years of rapid growth, we think Denmark's pharmaceutical sector has reached an inflection point and production will settle...
Research Briefing
Potential US tariffs would be disruptive for the eurozone economy as a whole, but we think their inflationary impact is...
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...
