Consulting Report
This report assesses the Philippines’ agri-food system, from agricultural production and food and beverage (F&B) manufacturing, to the wholesale, retail,...
Global trade
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Displaying 1 to 20 of 387 results
As confidence of the US’ role as the anchor of the international order weakens, our long-term Global Rebalance scenario explores...
Consulting ReportWhitepaper
Asia remains one of the world’s most dynamic growth regions—but the forces shaping business outcomes are changing.
Research Briefing
Research Briefing How trade shapes the winners and losers of AI boom Why AI’s biggest trade impact comes from investment...
Research Briefing
The odds of our baseline view of most US tariffs on Canada and Mexico being removed by mid-2026 are decreasing....
Research Briefing
The data released over the past week don't warrant changes to our latest baseline forecast for growth to improve this...
A 10% blanket tariff rising to 25% in June, coupled with tit-for-tat retaliation, would cause EU manufacturing value-added output to...
Our baseline expectation that most US tariffs on Canada and Mexico will be removed by mid-2026 with the USMCA’s renegotiation...
Research Briefing
The US attack on Venezuela over the weekend dramatically increases uncertainty about the future of its political regime, but the...
The past 12 months have been defined by unexpected resilience amid intense trade turmoil. But what will the second year...
Momentum in the economy is building as inflation rears its head again – leaving the RBA in a sticky predicament....
Research Briefing
Global trade will be caught in a tug-of-war between tariffs and AI, capping growth at 1.2% in 2026.
Research Briefing
We anticipate another year of broadly steady and unexceptional global GDP growth, but with some more interesting stories running below...
Research Briefing
Black and Hispanic households have experienced more inflation than other groups since the reopening of the economy from the pandemic...
Asia will enter 2026 on an unexpectedly firm footing. Despite facing higher tariffs than any other region, intra-Asian supply chains...
Global trade is set for a stronger-than-expected rebound, supported by lower US tariffs, continued AI-driven investment, and China’s renewed export...
Research Briefing
Our supply chain stress index moderated in September as import volumes continue to decline following front loading activity earlier this...
Our view remains that US economic exceptionalism will continue in 2026. We have a high conviction that GDP growth there...
Research Briefing
The US macroeconomic implications are minor, and the resulting reduction in inflation next year is no more than just a...
Research Briefing
The end of the government shutdown did not alter the broader economic trajectory, but it did create a sharp swing...
