The implementation of the US “Liberation Day” tariff hikes will have a significant impact on individual sectors and firms, even...
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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...
Research Briefing
If there’s one thing more damaging than tariffs themselves, it’s the sharp rise in trade policy uncertainty.
Research Briefing
The small, open economies of Central and Eastern Europe (CEE) are struggling against three external headwinds simultaneously: stuttering German industry,...
Research Briefing
Related Services TradePrism TradePrism delivers advanced insights into global trade dynamics, helping policy leaders, supply chain strategists, and risk managers...
Research Briefing
The slew of tariff proposals coming out of the US has added much uncertainty to the highly export-reliant Singapore economy....
Research Briefing
We've lowered our GDP growth forecast for the US, Canada and Mexico, reflecting our assumption of more aggressive US tariff...
Research Briefing
Trade tensions between the EU and the US are escalating. Aggressive protectionist policies have been a key instrument for Trump...
