Insights

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

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Despite pockets of resilient activity, manufacturing activity faces headwinds from virus disruptions in China, war spillovers, […]
As the war in Ukraine drives up commodity prices, higher inflation will push consumers and end-users […]
In markets characterized by tight capacity, risks of further disruptions abound In response to high commodity […]
Most markets see record input cost pressures and selling price increases All firms with links to […]
Our 2022 average annual Brent crude oil price forecast rises to US$ 111/barrel from US$ 89/barrel […]
Businesses across industries and stages of production are grappling with soaring costs, especially for energy and […]
On the eve of Russia’s invasion, manufacturing surveys pointed to high optimism amid fading Omicron waves […]
Already-high input cost pressures will now intensify, driven by the fallout from the war in Ukraine. […]
Due to major supply risks stemming from the Russia/Ukraine crisis, multinationals should factor a higher oil […]
Consider new strategies for managing costs and protecting margins in an unprecedented price environment In response […]
Our base case for the Russia-Ukraine crisis entails little disruption to global energy and food supply, […]
Northern Europe and Japan see accelerating output, while China weakens Strong global manufacturing activity—particularly in northern […]
Air travel recovery
Measures of global air traffic show resilient travel activity, but Asia’s recovery lags Firms selling products […]
We forecast Brent crude to average US$ 85/barrel in 2022 and touch US$ 100/barrel mid-year Multinationals […]
Auto sales
Once chip shortages ease, output will be sustained by backlogs and growing demand for electric vehicles […]