Research Briefing
The latest US tariffs are reshaping global trade patterns, hitting some cities harder than others. From Germany’s auto hubs to...
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...
Hot on the heels of a fresh wave of trade deals and tariffs, Chief US Economist Ryan Sweet will join...
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....
Canada's economy has slipped into a trade war-induced recession that will likely last through the end of 2025 unless a...
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...
The Bank of England’s new BCST stress test introduces a recalibrated approach to measuring financial resilience in reflecting IFRS 9...
In this webinar we took a look at recent trade data and other indicators to assess the extent to which...
Consulting Report
This report revisits the analysis presented in our April 2024 paper on the potential impact of WTO dissolution, drilling down...