Insights
Expert analysis on trends, outlooks, and scenarios in your market and industry.
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Interest rates, trade tensions, and energy costs could derail the sector’s fragile recovery The improvement in […]
Inflation is likely to ease in H2 as the high-base-year effects from late 2023 come into […]
A legislature controlled by the opposition will ensure that the administration will have little success in […]
Regional impacts and scenarios for the Iranian-Israeli conflict in the wake of Israel’s attack on Iran’s […]
Lack of rainfall has pushed the electrical system to the point of stress While we anticipate […]
Our new base case assumes Brent crude will average USD 87 over the course of 2024 […]
Despite an expected cooling of European labor markets, overall employment dynamics are set to remain resilient, […]
A substantial portion of China’s output is likely to find its way to global markets Multinational […]
However, the budget is expected to become constrained again in 2025 Multinationals operating in Ecuador should […]
Multinationals should expect the Turkish government to constrain domestic demand while allowing gradual lira depreciation for the […]
Inflation and FX risks will prevent many central banks in the region from cutting interest rates […]
As the electoral campaigns unfold, Mexico’s key presidential candidates are revealing more details about their platforms. […]
While we do not foresee elections in 2024, we maintain our view of high political risk […]
Likely relaxation of climate policy casts doubt on achieving 2050 Net Zero ambition The likely success […]
This is likely to lead to divergences in monetary policy As we exit the shock of […]