Insights

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

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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 […]
Federal Reserve
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 […]
Oil prices have surged recently on a stronger demand outlook. As natural gas shortages become more […]
oil pricing
US crude oil production dropped from 11.35 million barrels per day in July to 11.07 million […]
Consumer spending on durables surged during COVID. Strong government support across much of the world supported […]
Natural gas shortages, which began as a European problem, are becoming more acute in Europe and […]
How COVID-19 will shape global supply chains
COVID-19 has compounded pressures on global supply chains from trade tensions and rising operating costs and […]
Per yesterday’s data release, headline consumer price inflation for the US eased in August to 5.3% […]
The increase in wholesale natural gas prices is already showing up in electricity prices across the […]