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Macroeconomics, risk and global trends reports
China economic focus November 2022: removing the two obstacles to growth
Covid restrictions and a recession in the property sector are the two biggest obstacles to China achieving GDP growth above 5% next year. However, ...
Global economic outlook Q2 2018: how far will growth fall?
The global economy entered 2018 on a high, but momentum has since waned. We expect the wobbles in early 2018 to be short lived. A full-blown trade ...
Global economic outlook Q4 2023: rotating and rebalancing growth drivers
Despite elevated inflation and rising interest rates, the global economy has performed robustly this year. We revise our GDP forecast for 2023 up t...
Global exchange rate outlook Q3 2022
Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underp...
Security in a post-FARC Colombia
The announcement of a bilateral ceasefire on 23 June between Colombia's Revolutionary Armed Forces (FARC) and the government suggests that a peace ...
Will the Indian economy be the next global growth engine？
As the fastest-growing economy in the world over our forecast period, India will achieve a compound annual growth rate of 5.3% of GDP between 2022 ...
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