Insights
Expert analysis on trends, outlooks, and scenarios in your market and industry.
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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 […]
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 […]
Once chip shortages ease, output will be sustained by backlogs and growing demand for electric vehicles […]
In response to high commodity prices and the risk of further price increases, firms should consider […]
The latest inflation figures for the US raise the risk of faster monetary tightening by the […]
Strong global manufacturing activity, particularly in southeast Asia and Europe, points to near-term opportunities and strong […]
Despite the spread of the Omicron variant, global inflation is likely to remain high in 2022 […]
As US consumer spending patterns evolve in the pandemic era, B2C firms should continue to monitor […]
Recent bond market movements are signaling the risk that inflation surprises will force rapid monetary tightening […]
In response to rising commodity prices, firms should consider ways of managing high input costs that […]
The delayed consumer pivot is another reason—among many—why the global shipping crisis will take at least […]