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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 […]
Several risks to global food supply have the potential to keep prices high Food inflation poses […]
Higher oil prices threaten the downward trajectory of inflation High oil prices are the biggest threat […]
High interest rates will weigh on economic activity in 2023 and 2024 The US economy has […]
A combination of El Niño, the collapse of the grain deal, and export bans from major […]
However, tight supply will keep a floor under prices in 2023 and 2024 Oil prices have […]