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Macroeconomics, risk and global trends reports
Fiscal competitiveness: when $50 is only $25
Companies are preserving capital and high grading opportunities as they work to reduce breakevens on new projects. Only the lowest cost and highest...
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 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 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...
Global exchange rate outlook Q2 2021
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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