Consulting Report
In an ambitious global investigation with Proxima, we delivered insights into supply chain risk across different industrial sectors in major...
Supply chains
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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
Consulting Report The Economic Impact of SHEIN in the United States You might be interested in
Research Briefing
While the automotive tariffs will likely lead to some production being reshored to US plants, they will also raise costs...
Trump has moved swiftly to advance a trade agenda that goes beyond what was promised in the campaign. This will...
Research Briefing
The impact of global tariffs, a high degree of policy uncertainty, and higher for longer interest rates are expected to...
Research Briefing
Tariff threats and heightened trade policy uncertainty began causing stress in supply chains.
Research Briefing
Despite weaker-than-expected gains in headline consumer and producer prices in February, the source data that feed into the PCE deflator...
Research Briefing
Trade tensions between the EU and the US are escalating. Aggressive protectionist policies have been a key instrument for Trump...
Research Briefing
Blanket 10% tariffs on EU exports to the US, now part of our baseline, will have a significant but uneven...
