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Featured reports

Insight

One big, seismic shift in US energy policy

Power supply policies must adapt to maintain US leadership in AI

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Insight

China economic focus July 2025: is another supply-side reform on the cards?

Chinese industries have excess capacities that are advanced in technology and low in cost.

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Insight

China economic focus June 2025: is the 5% growth target within reach?

The Chinese economy will see more headwinds in the second half.

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Insight

Global economic outlook Q1 2025: can momentum trump uncertainty?

The global economy has good momentum, but a tariff war looms.

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Macroeconomics, risk and global trends reports

Commodity Market Report

Global exchange rate outlook Q2 2022

Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underp...
Insight

Oversupplied and overheated: China's housing policy dilemma

China's housing market has been booming in 2016. At the end of September, China launched its 'Housing 930' policy, a package of regulations aimed a...

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