Research Briefing
The 'Liberation Day' tariffs announced by US President Trump have been postponed. But they will have significant consequences for ASEAN...
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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
Many G20 countries lack credible climate targets, undermining efforts to meet Paris Agreement goals. Countries representing 65% of global emissions...
Research Briefing
US President Donald Trump announced a range of tariffs on most trading partners on self-proclaimed 'liberation day'.
Research Briefing
US President Trump has announced a new tranche of 'reciprocal' tariffs, establishing a 10% minimum tariff on all trading partners,...
Research Briefing
The US will impose a minimum 10% tariff on all trading partners from April 5. Several economies will face larger...
Research Briefing
The imposition of larger-than-expected tariffs on US imports will lead us to cut our UK growth forecast.
Research Briefing
US tariffs of 25% on all automobile and auto parts will weigh heavily on the Japanese and South Korean automotive...
Research Briefing
The 'Liberation Day' tariffs, together with separately announced higher tariffs on auto imports to the US, will lead us to...
Research Briefing
Research Briefing US Rolls Up Welcome Mat for International Travel Trump tariffs set to raise effective rate above 1930s levels.
Research Briefing
In two or three years' time, US imports could fall by around 15% due to discounted reciprocal tariff hikes.
Research Briefing
Countries in Central and Eastern Europe (CEE) have been among the most exposed to Russia's war in Ukraine and will...
Research Briefing
US President Trump ordered a 25% tariff on autos and auto parts, starting on April 3.
Research Briefing
While the automotive tariffs will likely lead to some production being reshored to US plants, they will also raise costs...
Research Briefing
President Trump ordered a 25% tariff on autos and auto parts, starting on April 3.
Research Briefing
Wealth effects proved to be a quite reliable tailwind to consumer spending this cycle.
Research Briefing
The Spring Statement delivered on Wednesday 26 March is likely to prove a stopgap ahead of a more comprehensive overhaul...
Research Briefing
Our bottom-up framework of how imports feed into consumer spending identifies where we expect the largest tariff impacts.
Research Briefing
Our baseline forecast now assumes that European defence spending will rise to 3% of GDP by the end of the...
Research Briefing
A series of problems have undermined confidence in the accuracy of official economic statistics for the UK. When using Office...