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Macroeconomics, risk and global trends reports
Global economic outlook Q3 2026: approaching a tipping point
Despite the US-Iran war and its associated energy shock, the global economy continues to hold firm. Global GDP growth is forecast at 2.5% in 2026, ...
China economic focus August 2026: the 15th Five-Year Plan for consumption
• China targets a 3.7% CAGR for retail sales of goods and catering to reach RMB60 trillion by 2030. This is a challenging target given the current ...
China economic focus July 2026: AI and the next phase of China’s growth
China’s AI sector is accelerating while overall economic growth dips. We expect the country’s GDP growth to slow to 4.5% in 2026, but the core AI i...
China economic focus June 2026: the slowdown deepens
China's growth momentum has weakened sharply since April, following a strong first quarter. In the June China economic focus, we use declining tran...
Carbon Management: how have our 2026 predictions fared so far, and what comes next?
As we near the mid-point of the year, we take stock, look back at our predictions for carbon policy, carbon markets and CCUS from the end of last y...
China economic focus May 2026: the Middle East war scenarios
In the May China economic focus, we analyse how the Chinese economy will be impacted based on the global GDP scenarios from our Horizons: “Strait t...
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