Research Briefing
Early insights into US tariffs and their impact on Canadian goods
Research Briefing
Early insights into US tariffs and their impact on Canadian goods
Research Briefing
Our current estimate of the US statutory tariff rate exceeds the effective rate implied by the duty calculated by the...
Research Briefing
Explore the impact of the August 1 tariff package on global trade. Discover how exemptions affect effective rates and the...
Research Briefing
The reversal of tariff-related front-loading pressures continues to offer relief to our supply-chain stress index.
Research Briefing
US tariff rates are climbing to levels not seen since the 1930s, with world trade expected to decline and inflation...
Research Briefing
The latest US tariffs are reshaping global trade patterns, hitting some cities harder than others. From Germany’s auto hubs to...
Amid ongoing global trade uncertainty, business leaders are struggling to plan ahead as new tariffs continue to reshape the market....
Research Briefing
Trump’s latest tariffs favour Australia and Singapore with unchanged 10% rates, while Brazil faces a sharp 50% hike. India, Vietnam,...
Research Briefing
Research Briefing Tariffs bite as August deadline looms Trade tensions escalate as new tariffs and policy uncertainty trigger sharp downturn...
Research Briefing
Africa has, once again, taken centre stage as countries vie for the top spot. The playing field has shifted slightly,...
Research Briefing
We don't plan material changes to our Eurozone baseline forecast of 1.1% GDP growth this year and 0.8% in 2026...
Research Briefing
Tariffs are rising and USMCA protections are slipping away, leaving machinery and US automotive sectors exposed. Here's why these industries...
Research Briefing
We estimate that the US's effective tariff rate on Japanese products is around 17%, in line with our baseline assumption....
Research Briefing
A 30% tariff would send the Eurozone economy to the edge of recession, with growth stagnating over the coming quarters.
Research Briefing
We think it's likely that high and broad-based tariffs are here to stay because, of all the purported goals of...
Research Briefing
Tariff policies, rising geopolitical tensions and unprecedented uncertainty are putting pressure on cities and regions across the world.
Research Briefing
Our Global Economic Model simulations suggest that a permanent 40ppt tariff hike on US imports from Brazil would have limited...
Data insights Tariff pause extended until August, some countries still in limbo Trump Extends Tariff Pause but Signals August 1...
Research Briefing
A tiered-tariff system effectively blurs the distinctions between goods made in China and those rerouted via regional supply chains, weakening...
Research Briefing
The July baseline forecast will fully adopt the Republican tax-and-spending bill, which is poised to become law by the July...