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Macroeconomics, risk and global trends Insights reports
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...
China economic focus September 2022: the 20th party congress - prioritising self-reliance and stability
The 20th National Congress of the Communist Party of China (CPC congress) will be held on 16 October. We expect the 20th CPC congress to emphasise ...
Harnessing the sun and opportunities for base metals demand
As the energy transition gathers pace and governments around the world commit to decarbonising their economies, it is clear that solar energy has a...
Global economic outlook Q1 2022: soft landing
In this Insight, we outline the highlights and drivers of our macroeconomic outlook Q1 2022. The global economy is set for a soft landing in 2022 a...
Americas economic outlook H2 2017: Missing – the US consumer
The global economy is enjoying a period of relative calm and strength. The outlook has improved since the start of the year; we have upgraded our s...
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