Research Briefing
The White House has pivoted to a new tariff authority to impose a 10% global duty, with the possibility of...
Global trade
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Displaying 1 to 20 of 394 results
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...
Research Briefing
Explore how slowing global trade growth, China’s export pressures, and accelerating AI investment could reshape world trade volumes through 2026.
Consulting Report
This report assesses the Philippines’ agri-food system, from agricultural production and food and beverage (F&B) manufacturing, to the wholesale, retail,...
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...
