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Macroeconomics, risk and global trends reports
Global economic outlook Q4 2025: recent resilience masks impending slowdown
The global economy maintains momentum through 2025, buoyed by businesses racing to beat tariff hikes and AI investment surging. But trade tensions ...
China economic focus November 2025: worse-than-expected downturn
In the November edition of China economic focus, we discuss the factors behind the surprisingly deep October slowdown. The simultaneous collapse of...
China economic focus October 2025: outlook for the 15th Five-Year Plan
In the October China economic focus, we examine the guidelines released in the October plenary session of the Chinese Communist Party, which outlin...
China economic focus September 2025: What’s behind the investment downturn?
In the September China economic focus, we discuss the main reasons behind the slowing fixed asset investment growth: the anti-involution campaign, ...
Autonomous vehicles are taking off: How will they impact energy markets?
Up from zero a decade ago, Autonomous Electric Vehicles (AEVs) provide more than 350,000 rides per week in some of the largest transport markets in...
Raising standards: the evolution of global emissions reporting frameworks
A lot has changed in emissions reporting since early 2024. Since then, there have been significant changes to major sustainability reporting framew...
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