Consulting Report
Dubai is a major global hub for air travel, with its airports serving more than 88 million passengers and the...
Global trade
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Displaying 1 to 20 of 400 results
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....
Research Briefing
We estimate that a 1ppt rise in US tariffs cuts imports from China by 2.5% in the long term.
Research Briefing
Announced tariff increases by the US and EU on made-in-China EVs, if implemented, will increase EV prices and reduce demand....
Research Briefing
China's production of electric vehicles is booming, accounting for nearly 70% of global EV sales in 2023 with 9.5 million...
Research Briefing
We think the EU-China economic relationship will experience more friction in the future due to structural changes to China's economy,...
Research Briefing
Economic decoupling from China is ongoing, but the latest evidence suggests that, especially outside the US, the process is gradual...
Research Briefing
The Biden administration's additional tariffs on China are essentially a rounding error for inflation and GDP, carrying no implications for...
