Insights

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

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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 […]
Like many international organizations, governments, and business leaders around the world – including our clients – […]
As we continue to fulfill our mission of providing the world’s best market intelligence and advisory […]
Senior executives at US-based companies whom Beijing believes may be able to influence Washington’s China policy […]
How We Define Market Intelligence The wide range of challenges companies face—affecting which customers they target; […]
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 […]
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 […]
Evergrande, one of the largest Chinese property developers, has been under pressure over concerns that it […]
After a deep recession in 2020 and recovery in 2021, we expect growth to slow across […]