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Macroeconomics, risk and global trends Insights reports
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...
China economic focus September 2023: three factors for recovery
We forecast China's GDP growth for 2023 and 2024 to be 5.2% and 4.8%, respectively. It requires a recovery in the property sector, industrial produ...
China’s economy: from quantity to quality
China has underperformed its potential in 2023 but beats the government target. The issue is that weak growth in 2023 will not be balanced out. The...
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 ...
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-...
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