Research Briefing
Tariffs are rising and USMCA protections are slipping away, leaving machinery and US automotive sectors exposed. Here's why these industries...
Research Briefing
Tariffs are rising and USMCA protections are slipping away, leaving machinery and US automotive sectors exposed. Here's why these industries...
Research Briefing
High-tech goods, pharma, and aerospace will be among the fastest growing segments over the next decade.
Our modelling suggests the main beneficiaries of the spending will be a highly concentrated subset of capital-intensive subsectors, mainly in...
Forecasting the cotton market goes beyond understanding traditional agricultural metrics and into issues such as trade, energy and global economic...
Research Briefing
Rising US tariffs, a 50% copper duty, crackdowns on Asian transshipment, and renewed Red Sea conflict are piling pressure on...
Research Briefing
A tiered-tariff system effectively blurs the distinctions between goods made in China and those rerouted via regional supply chains, weakening...
Consulting Report
In this report, we study the economic and societal impact of the branded clothing retail industry, including its value chain...
Consulting Report
In an ambitious global investigation with Proxima, we delivered insights into supply chain risk across different industrial sectors in major...
Executive Summary
In 2025, we are expecting a deceleration in global pumps demand to 1.0% as the global economy contends with new...
Research Briefing
For the first time this year, our global industrial production outlook for 2025 has been upgraded. However, we still anticipate...
Research Briefing
A recent court ruling challenges key tariffs from the Trump administration, sparking uncertainty in US trade policy. As legal battles...
Research Briefing
Our proprietary Eurozone Supply Stress Indicator shows that supply stress is still low, even after the US tariff announcement on...
Research Briefing
The impact of President Donald Trump's trade war is more visible in some data than others. While tariffs had their...
Research Briefing
The significant escalation in US tariffs since early April is set to generate a shallow recession in global industry, though...
Research Briefing
Electronics, electricals, motor vehicles, pharmaceuticals and machinery are most exposed globally to US-imposed tariffs.
Research Briefing
The sectors most exposed to mass deportations are construction, agriculture, parts of manufacturing and several service sectors.
Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
Research Briefing
This Research Briefing is about some of the political issues flowing from the abundance in Africa of minerals critical to...
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Consulting Report
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