Research Briefing
RESEARCH BRIEFING Iran War’s Impact on Fuel Prices and Air Passenger Demand A conflict-driven fuel price surge is raising airfares...
Research Briefing
RESEARCH BRIEFING Iran War’s Impact on Fuel Prices and Air Passenger Demand A conflict-driven fuel price surge is raising airfares...
Research Briefing
A year after our “world of self-interest” thesis, we examine how global economic policy, trade, and markets have evolved and...
Research Briefing
RESEARCH BRIEFING Travel Industry Monitor: Q1 2026 A quarterly online survey capturing industry sentiment on tourism trends and travel outlook.
Research Briefing
Hungary’s election is set to reshape the political landscape, with the opposition expected to win most seats. While this could...
This comprehensive webinar will explore Germany’s economic outlook after one year under the new coalition. We’ll assess the progress of...
Research Briefing
In response to the US-Iran war, we've downgraded our forecast for GCC real GDP growth by 1.8ppts to 2.6% for...
While the fundamentals for global industrial growth have remained relatively constant, downside risks have notably risen.
Research Briefing
The chemicals and transport sectors are likely to be among the biggest losers from the Iran war, with Europe’s chemicals...
This webinar will cover: How escalating tensions in the Middle East could upend Africa’s political and economic priorities, reshape domestic...
Research Briefing
The oil market is well placed to manage the impact from Iran. We now assume oil supply is disrupted by...
Research Briefing
The conflict in the Middle East will likely have significant implications for Gulf Cooperation Council (GCC) economies, with global spillovers...
Research Briefing
With net migration set to fall to its lowest level since 1997, the UK faces weaker growth and higher borrowing....
Research Briefing
The ruling Liberal Democratic Party's (LDP) landslide election victory on Sunday doesn't change our expectation of a primary fiscal deficit...
Research Briefing
In our upcoming February forecast update, we'll stick to our expectation of a primary fiscal deficit of 2%-3% of GDP...
Consulting ReportWhitepaper
Asia remains one of the world’s most dynamic growth regions—but the forces shaping business outcomes are changing.
A 10% blanket tariff rising to 25% in June, coupled with tit-for-tat retaliation, would cause EU manufacturing value-added output to...
Research Briefing
Ugandans head to the polls on Thursday, January 15, for presidential and legislative elections.
Research Briefing
Midterm voters seem to form their opinion around the economy in the summer and fall. How the economy, and especially...
Research Briefing
The US attack on Venezuela over the weekend dramatically increases uncertainty about the future of its political regime, but the...
Research Briefing
Sino-African relations have improved following Trump’s protectionist tilt. Next year, those relations will start showing strain as African industrialisation efforts...