We will examine what US tariffs mean for the region. Most Latin American countries face lower direct trade disruptions than...
Global trade
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Displaying 1 to 20 of 386 results
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Research Briefing
Trade tensions between the US and China have continued to ratchet-up over the last week. While the exemptions to technology...
Research Briefing
We've cut our GDP growth forecasts for Japan by 0.2ppts to 0.8% in 2025 and by 0.4ppts to 0.2% in...
Research Briefing
President Trump's recent tariff announcements, and the global response, have meant a fast-changing policy landscape with significant effects on our...
Europe's major city economies, on average, are fairly well-insulated. However, within this group there are still some notable variations.
Research Briefing
Given the unique nature of the hike in US tariffs, the size of these supply and demand shocks and the...
Research Briefing
There are no absolute winners in a trade war, but some will fare relatively better than others.
Research Briefing
We expect GDP growth in both the US and world economy to slow sharply due to the tariff hikes, but...
Research Briefing
Cities and regions where we expect the largest downgrades to GDP growth over 2025–2026 are those with higher concentrations of economic...
Research Briefing
Despite the recent appreciation, our The flurry of tariff announcements by the US government over recent weeks have impacted on...
In part two, of our Trump 2.0 webinar series, we explore the international consequences of President Trump’s return to power....
In the first session of our Trump 2.0 series, we turn our attention to the domestic landscape. We unpack how...
Research Briefing
Despite the recent appreciation, our forecast still sees a weaker euro versus the US dollar compared to our pre-US election...
Research Briefing
If the full April 2 tariffs are implemented alongside the additional 125% China tariff, this would push the US into...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast. Our new baseline...
Research Briefing
The Trump administration's imposition of a blanket 20% tariff on EU imports, in addition to the wide-ranging tariff increases imposed...
Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
The implementation of the US “Liberation Day” tariff hikes will have a significant impact on individual sectors and firms, even...
Research Briefing
US President Donald Trump announced a range of tariffs on most trading partners on self-proclaimed 'liberation day'.
