Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
After five consecutive years of production cuts, Japan's key auto industry looks poised for recovery. Unfilled orders are still elevated,...
Research Briefing
Supply chain strains eased in September after increasing slightly in August. Transportation pressures subsided the most of all our tracker's...
Research Briefing
Although easing restrictions in China have helped to reduce global supply chain pressures, we expect rising costs and weakening demand...
Research Briefing
Manufacturing hubs in South East Asia are set to benefit from firms hedging against ongoing US-China frictions, in our view,...
Consulting Report
A persistent pandemic, economic uncertainty, and a global geopolitical conflict continue to dominate headlines and fuel Chief Supply Chain Officer...
Research Briefing
Supply chain conditions in the US improved in August. Transportation strains eased as shipping gridlocks loosened, inflation pressures declined, labor...
Research Briefing
Supply-chain conditions in the US offered encouraging signs to start Q3, according to our supply chain tracker. Inflationary pressures ebbed...
Research Briefing
Supply chain dynamics improved for the third straight month in June, according to our tracker. Pressures eased most on the...
Research Briefing
Risks to the global economy remain skewed to the downside, based on our latest survey of risk perceptions. But businesses...
Research Briefing
The global rebound in construction activity is set to continue over the coming years, supported by a wave of publicly funded infrastructure...
Research Briefing
Supply chain pressures moderated in the US in May, with gradually improving supply-side dynamics and cooling goods demand easing tensions.
Consulting Report
Published at the World Economic Forum’s Annual Meeting in Davos, this report explores three possible scenarios for how the Ukraine...
Research Briefing
Global supply chain disruptions are impacting regions of Europe that are heavily dependent on the two key industrial sectors of...
Research Briefing
Supply chain conditions remained highly strained in April, though cooling goods demand helped ease pressures modestly. Inflation stress increased for...
Construction activity is expected to grow by 2.2% in 2022 (compared to 2.1% in our January update). The impact of...
Research Briefing
US supply chain conditions deteriorated for a second straight month in March. Pressures increased on the price and transportation fronts...
Research Briefing
We have downgraded our GDP growth forecasts due to repercussions from Russia's war on Ukraine and, to a lesser extent,...
Research Briefing
The global semiconductor shortage has passed its peak, as chipmakers have ramped up production significantly since the middle of 2021....
Research Briefing
Russia's invasion of Ukraine and the evolving global response will be felt in the MENA economies mainly via the impact...
Research Briefing
Following Russia's attack on Ukraine, the EU Commission has accelerated plans to phaseout Russian gas, with a two-thirds cut this...