Insights

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

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global manufacturing sector
Interest rates, trade tensions, and energy costs could derail the sector’s fragile recovery The improvement in […]
Our new base case assumes Brent crude will average USD 87 over the course of 2024 […]
This is likely to lead to divergences in monetary policy As we exit the shock of […]
Higher shipping costs and supply chain snarls threaten the disinflationary trajectory underway in the global economy […]
However, rates will remain elevated in 2024 and beyond The Fed’s rhetorical pivot toward loosening is […]
Global Events to Watch for 2024
We recently released Events to Watch 2024, one of our flagship reports which highlights events that […]
Low demand and increasing price sensitivity will be challenges for manufacturers in 2024 The global manufacturing […]
Global Outlook for 2024
The recovery of purchasing power will be slow amid an environment of sticky inflation and high […]
Several risks to global food supply have the potential to keep prices high Food inflation poses […]
Higher oil prices threaten the downward trajectory of inflation High oil prices are the biggest threat […]
A combination of El Niño, the collapse of the grain deal, and export bans from major […]
Global Outlook for 2024
2024 will bring higher-growth and a more complex landscape 2024 may be the first year of […]
global supply chains
More Regional, More Flexible, More Expensive Rising manufacturing costs, geopolitical tensions, regulatory concerns, and competing government […]
Greater complexity and cost of supply chains pose strategic challenges for MNCs Global supply chain restructuring […]
US-China-Taiwan
Protect Your Business from Geopolitical Disruption Taiwan’s future is increasingly on the minds of senior executives. […]