Events to Watch 2024: Mid-Year Update
An improving global outlook remains vulnerable to an array of geopolitical disruptions It has been…
Antoine BradleyMay 16, 2024
The pace of rate cuts will vary across regions
In turn, this will lead to divergent growth prospects Multinationals should ensure they are updating…
Antoine BradleyMay 9, 2024
The outlook for the global manufacturing sector is brightening
Interest rates, trade tensions, and energy costs could derail the sector’s fragile recovery The improvement…
Antoine BradleyApril 18, 2024
Geopolitical risk is putting upward pressure on oil prices
Our new base case assumes Brent crude will average USD 87 over the course of…
Antoine BradleyApril 11, 2024
Global inflationary dynamics
This is likely to lead to divergences in monetary policy As we exit the shock…
Antoine BradleyMarch 28, 2024
Red Sea disruptions will impact supply chains
Higher shipping costs and supply chain snarls threaten the disinflationary trajectory underway in the global…
Antoine BradleyJanuary 18, 2024
The Fed starts thinking about rate cuts
However, rates will remain elevated in 2024 and beyond The Fed’s rhetorical pivot toward loosening…
Antoine BradleyDecember 21, 2023
Global Events to Watch for 2024
We recently released Events to Watch 2024, one of our flagship reports which highlights events…
Antoine BradleyDecember 13, 2023
The manufacturing sector remains in a deep contraction
Low demand and increasing price sensitivity will be challenges for manufacturers in 2024 The global…
Antoine BradleyNovember 27, 2023
The global economy will underperform in 2024
The recovery of purchasing power will be slow amid an environment of sticky inflation and…
Antoine BradleyOctober 26, 2023
Food inflation poses a risk to purchasing power recovery
Several risks to global food supply have the potential to keep prices high Food inflation…
Antoine BradleyOctober 5, 2023
Production cuts by major oil exporters drive prices up
Higher oil prices threaten the downward trajectory of inflation High oil prices are the biggest…
Antoine BradleySeptember 21, 2023
Wholesale food prices have fallen
A combination of El Niño, the collapse of the grain deal, and export bans from…
Antoine BradleyAugust 10, 2023
Global Outlook for 2024
2024 will bring higher-growth and a more complex landscape 2024 may be the first year…
FrontierViewAugust 9, 2023
Massive shifts in global supply chains
More Regional, More Flexible, More Expensive Rising manufacturing costs, geopolitical tensions, regulatory concerns, and competing…
FrontierViewAugust 9, 2023