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Macroeconomics, risk and global trends reports
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-...
Global economic outlook Q4 2021: growth stutters
After a stellar recovery this year, the global economy will slow in 2022. The consumption boom driven by pent-up savings and the reopening of econo...
Global economic outlook Q4 2022: recession here, there but not everywhere
The energy crisis, soaring inflation and aggressive monetary policy tightening are set to leave a mark on the global economy in 2023. Global GDP gr...
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