Insights

Expert analysis on trends, outlooks, and scenarios in your market and industry.

Filter by market:  EMEA  APAC  LATAM  North America  Global  Healthcare

We believe Biden’s successor, Kamala Harris, will lose to Donald Trump in November In our Events […]
US interest rates
The risk of inflationary pressures will continue to plague the US economic outlook Since the start […]
An improving global outlook remains vulnerable to an array of geopolitical disruptions It has been almost […]
In turn, this will lead to divergent growth prospects Multinationals should ensure they are updating their […]
An undersupplied housing stock and high mortgage rates are putting pressure on Canadian consumers—and on the […]
global manufacturing sector
Interest rates, trade tensions, and energy costs could derail the sector’s fragile recovery The improvement in […]
Our new base case assumes Brent crude will average USD 87 over the course of 2024 […]
This is likely to lead to divergences in monetary policy As we exit the shock of […]
Labor market resilience and housing inflation are slowing the path down to the Fed’s 2% inflation […]
Higher shipping costs and supply chain snarls threaten the disinflationary trajectory underway in the global economy […]
However, rates will remain elevated in 2024 and beyond The Fed’s rhetorical pivot toward loosening is […]
Global Events to Watch for 2024
We recently released Events to Watch 2024, one of our flagship reports which highlights events that […]
Lower inflation and a robust labor market will keep the US economy in expansive territory Overall, […]
Low demand and increasing price sensitivity will be challenges for manufacturers in 2024 The global manufacturing […]
Global Outlook for 2024
The recovery of purchasing power will be slow amid an environment of sticky inflation and high […]