In the first session of our Trump 2.0 series, we turn our attention to the domestic landscape. We unpack how...
Global trade
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Displaying 1 to 20 of 394 results
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'.
On 2 April 2025, the US Administration announced a set of tariff increases, bringing the US back to levels of...
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Consulting Report
Consulting Report Aviation: Benefits Beyond Borders 2024 You might be interested in
Research Briefing
The 'Liberation Day' tariffs, together with separately announced higher tariffs on auto imports to the US, will lead us to...
Research Briefing
In two or three years' time, US imports could fall by around 15% due to discounted reciprocal tariff hikes.
Research Briefing
US President Trump ordered a 25% tariff on autos and auto parts, starting on April 3.
While the direct macro effects of new (and potential) US tariffs could prove manageable for an economy with China's fiscal...
Research Briefing
While the automotive tariffs will likely lead to some production being reshored to US plants, they will also raise costs...
2025 is off to an interesting start for global travel. Two months into his second term, President Trump has begun...
Research Briefing
President Trump ordered a 25% tariff on autos and auto parts, starting on April 3.
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Much has changed in the political landscape since Trump's inauguration over 60 days ago. Join us as our top economists...
