Research Briefing
The One Big Beautiful Bill Act could boost GDP over the next two years, with new tariffs helping to steady...
Global trade
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Research Briefing
The reshoring of US manufacturing, a key Trump administration policy objective, seems likely to continue despite the uncertain future of...
Research Briefing
Explore the latest updates on US-China trade relations, including tariff changes and export forecasts. Stay informed on global trade trends...
The agreement to lower US tariffs against China to “only” 30% may improve prospects there somewhat, but the region as...
Consulting Report
Fragmented carbon markets and the risk of carbon leakage are jeopardizing progress toward global net-zero targets. A major challenge lies...
Research Briefing
Discover how the recent Court ruling on Trump's tariffs affects global trade dynamics. Learn about potential administration strategies and our...
Research Briefing
A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles...
Webinar
We explore the best- and worst-case trade war outcomes, drawing on key insights from our modelling of these risks.
Research Briefing
Rising tariffs, tightening credit, and slowing demand are straining the US economy especially for small businesses. Could these be early...
While the temporary reduction in the US-China tariff rates will provide some relief to industry, our forecasts are much weaker...
Research Briefing
If the threatened tariffs on imports from the European Union and smartphones were to be implemented, it would reduce US'...
Despite a stronger-than-expected start to the year, the Eurozone economy remains on a weak footing as global trade tensions escalate.
In this webinar, we'll share our most updated outlook for key markets and sectors globally for the rest of 2025....
Webinar
The ongoing trade war has curtailed global economic growth. And even as tariffs are rolled back, uncertainty, and the impact...
Trade policy uncertainty is at a historical high, with ongoing shifts in tariff rhetoric and evolving geopolitical dynamics clouding the...
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
Research Briefing
We expect the peak economic drag for China from the exogenous demand shock generated by higher tariffs to occur in...
Research Briefing
GDP growth likely to be revised up but will remain weaker than assumed prior to Liberation Day.
Please join us for this webinar as we present how our Q2 2025 Megatrends Scenarios can help you navigate long-term...
Research Briefing
The latest US-China tariff deal suggests less of a drag on the economy through the rest of this year.
