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Macroeconomics, risk and global trends Insights reports
Economic focus: US industrial decline caused by energy bust or dollar surge?
US industrial production has fallen 4% since mid-2014. Over that period, the US energy sector has slumped and the US dollar surged. Both of these f...
EMEARC economic outlook H1 2018: full steam ahead or running out of steam?
In this Insight we assess the economic outlook for economies in the EMEARC region to 2040. Europe is on a good run of economic growth hitting a 10-...
China economic focus July 2021: slowing growth ahead
China’s economy will slow from the second half of 2021. Slower export growth, rising commodity prices, lacklustre infrastructure investment and exp...
China economic focus October 2021: what’s next after power rationing?
Power rationing has impacted China’s economic growth since mid-September. We expect that constraints on power supply to persist before the end of t...
Canada exchange rate outlook Q2 2016
The Canadian dollar has tumbled over the past year, as prices for key commodity exports fell. Could we see a rebound in 2016? If oil prices recover...
Coronavirus impact briefing: week ending 22 May
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
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