Oil prices are set to remain high in 2023
Our Brent crude annual average oil price forecast ticks down to US$ 97 for 2022,…
Elizabeth RustDecember 15, 2022
Recent Fed action suggests higher interest rates
We expect the Fed’s policy rate to move into the 5% range by early 2023,…
Elizabeth RustNovember 10, 2022
Oil market dislocation will keep crude prices high
Our Brent crude annual average oil price forecast remains at US$ 105 for 2022 and…
Elizabeth RustSeptember 12, 2022
Global manufacturing is teetering on a contraction
Weak demand is driving a deceleration in input cost and selling price inflation, as business…
Elizabeth RustAugust 18, 2022
Commodity input costs are set to remain high
Although prices likely won’t return to post-invasion highs, tight supply and ongoing supply risk will…
Elizabeth RustAugust 11, 2022
Aggressive Fed hikes are driving a US dollar surge
Most currencies will face further downward pressure for the rest of 2022 A strong US…
Elizabeth RustJuly 28, 2022
Global oil markets will face high price volatility in 2023
Our Brent crude annual average oil price forecast is US$ 109 for 2022 and US$…
Elizabeth RustJuly 7, 2022
China’s lockdowns drive a decline in global manufacturing
Despite pockets of resilient activity, manufacturing activity faces headwinds from virus disruptions in China, war…
Elizabeth RustMay 12, 2022
Accelerating inflation raises demand destruction risk
As the war in Ukraine drives up commodity prices, higher inflation will push consumers and…
Elizabeth RustApril 29, 2022
Historic cost pressures are set to continue this year
In markets characterized by tight capacity, risks of further disruptions abound In response to high…
Elizabeth RustApril 21, 2022
Global manufacturing activity slows down
Most markets see record input cost pressures and selling price increases All firms with links…
Elizabeth RustApril 15, 2022
Decline in Russian oil supply raises price forecasts for 2022
Our 2022 average annual Brent crude oil price forecast rises to US$ 111/barrel from US$…
Elizabeth RustApril 7, 2022
Input cost inflation in the US is at historic highs
Businesses across industries and stages of production are grappling with soaring costs, especially for energy…
Elizabeth RustMarch 24, 2022
War in Ukraine threatens buoyant global manufacturing
On the eve of Russia’s invasion, manufacturing surveys pointed to high optimism amid fading Omicron…
Elizabeth RustMarch 11, 2022
Russia-Ukraine crisis threatens commodities beyond energy
Already-high input cost pressures will now intensify, driven by the fallout from the war in…
Elizabeth RustMarch 7, 2022