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 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...
Research Briefing
The new US tariffs add an additional layer of drag on Asian manufacturing activities. India will be one of the...
Research Briefing
Despite the recent uptick in wholesale electricity prices, we expect to see industrial electricity prices in Europe fall slightly through...
Research Briefing
European pharmaceuticals, machinery, and high-tech goods are heavily exported to the US, making them vulnerable to across-the-board US tariffs. However,...
Research Briefing
The United States has introduced an additional 10% levy on Chinese imports as part of the opening round of the...
Research Briefing
Related Services US Forecasting Service Access to short- and long-term analysis, scenarios and forecasts for the US economy. Find Out...