Insights

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

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Recent policy changes by the BOJ signal the potential for a sea change in pricing and […]
The Argentine presidential election is shaping up to be a three-way race, with Milei in the […]
High interest rates will weigh on economic activity in 2023 and 2024 The US economy has […]
High debt levels and persistent unemployment continue to plague growth prospects Firms are advised to maintain […]
China Scenarios
Weakness of global demand is forecast to persist and will weigh on Chinese exports until at […]
grain deal
Ukraine’s economy is dealt a blow, but Western aid is adequate to help offset it At […]
An estimated US$ 9–13 billion will flow into Lebanon through tourism and remittances, keeping consumer spending […]
While we continue to expect a gradual improvement in growth across Europe, multinationals should note that […]
Although social and political unrest and unfavorable climate conditions have weighed on growth, Peru’s resilient labor […]
A combination of El Niño, the collapse of the grain deal, and export bans from major […]
MEA volatility
More so than an impact on exchange rates, bilateral trade and currency use deals between MEA […]
Consumer spending and private investment are expected to recover in the upcoming months, given lower financial […]
Greater complexity and cost of supply chains pose strategic challenges for MNCs Global supply chain restructuring […]
Consumers will trade down or delay discretionary spending as rising interest rates and unemployment curtail purchasing […]
New elections remain the most likely outcome The PP’s and Vox’s weak performance in Spain’s snap […]