Insights
Expert analysis on trends, outlooks, and scenarios in your market and industry.
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Expected uptick in demand this winter will translate into renewed upward price pressures MNCs should consider […]
2023 inflation will likely reach 6.3% YOY because of potential increases in food, fuel, and imported […]
Q3 data surprises to the upside, improving the outlook for 2022, but firms should remain cautious […]
European central banks will introduce additional hikes to tame both inflation and currency pressures The tighter […]
MNCs selling to the public sector should continue to plan for muted demand growth and tough […]
Export demand will remain weak through 2023 as global headwinds persist Export demand in Southeast Asia […]
We expect the Fed’s policy rate to move into the 5% range by early 2023, putting […]
While Bolsonaro has yet to publicly acknowledge the outcome, support appears limited for challenging the election […]
The mounting burden of healthcare, defense, and welfare costs will constrain government finances over the long […]
MNCs should expect further volatility and upward food cost pressures Uncertainty around the Black Sea Grain […]
MNCs should track progress in negotiations and consider FX hedging MNCs should monitor progress in talks […]
Peso depreciation will weigh on Colombia’s growth by increasing inflation and undermining business investment Last week, […]
The government will need to demonstrate it can tackle immediate macroeconomic pressures, which will likely translate into […]
The economy-first orientation that underpinned China’s growth for the past few decades is about to change […]
South Africa's economic recovery loses momentum as structural vulnerabilities pile up