Research Briefing
Uncertainty around global growth has widened the range of possible outcomes for oil consumption. While demand growth currently lags behind...
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Research Briefing
Uncertainty around global growth has widened the range of possible outcomes for oil consumption. While demand growth currently lags behind...
Research Briefing
A recent agreement to lower tariffs on Chinese imports by 10 percentage points has nudged the US effective tariff rate...
Research Briefing
Global tradeflows remain under pressure despite easing tariff tensions. Recent US–China agreements reduce select import taxes and support China’s 2026...
Research Briefing
The UK’s productivity performance has been lacklustre since the 2008 global financial crisis—both historically and relative to its international peers.
Research Briefing
We expect that the number of cars produced in Europe will grow over the next years. However, the future is...
Research Briefing
Research Briefing India’s GST reform benefits durables, but far from a game changer
Research Briefing
The Bank of Japan (BoJ) kept its policy rate at 0.5% at its October meeting, after a 7-2 majority vote....
Research Briefing
Trade disruptions spread across autos and pharma sectors, with EU tariff exemptions giving Europe a competitive edge amid global slowdown.
Research Briefing
Southern European economies face the threat of a steep fiscal cliff in 2027. The EU Commission plans to end payments...
Research Briefing
With stock markets sitting at or near all-time highs, there is renewed attention on the consumption effects from fluctuations in...
Research Briefing
China’s emerging roles as both a critical intermediate goods supplier to global supply chains and a dominant producer of high...
Labour shortages remain an ongoing challenge across Europe, limiting firms’ ability to deliver a strong pipeline of work. 28% of...
Research Briefing
The European economy has endured a challenging year in 2025, but we expect Amsterdam to hold up relatively well.
Research Briefing
Our analysis suggests that rising digital technology investment in the United States could significantly exceed consensus growth expectations for 2026.
Research Briefing
After years of volatility, commodity markets face renewed macroeconomic headwinds as slowing global growth and trade disruptions hit demand. Could...
Research Briefing
The federal shutdown that started on October 1st is on course to be one of the longest in years and...
Research Briefing
By 2035, we expect France’s public debt to approach 125% of GDP, up from 113% in 2024 and among the...
Research Briefing
Australia is poised to become a global leader in green hydrogen, leveraging renewables and innovation to unlock major export and...
Research Briefing
Australia’s unemployment hit 4.5% in September, the highest in nearly four years. As inflation stays elevated, the RBA faces pressure...
Research Briefing
Leading cities like London, New York, and San Jose are thriving through technology, knowledge industries, and demographic advantages. As global...