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Macroeconomics, risk and global trends reports
Global economic outlook Q2 2022: war and inflation woes
The Russia/Ukraine war, rising inflation and China’s Covid-19 resurgence are dragging on the global economic recovery. We still envisage a soft lan...
Global economic outlook Q3 2021: industry strains in reopening surge
While the Covid-19 pandemic endures, the global economy is firmly in the recovery phase. We expect global GDP to bounce back 5.3% this year. But th...
Global economic outlook Q3 2023: muddling through
Global economic growth is slowing amid high inflation and rising interest rates. Yet despite these drags, the global economy remains resilient, alb...
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...
Global exchange rate outlook Q1 2022
Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underp...
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