The Lens Archives

Global

Oil Price Scenarios: Substantial uncertainty around the global economic outlook will lead to oil price volatility

MNCs should plan for a wide range of oil price outcomes in 2025 and 2026…

Yasmina ZamelApril 16, 2025

Global

Trump Tariffs: Trump’s 90-day tariff pause may seem like good news. It is not.

Tariffs remain high, and uncertainty deepens On 9th April, a week after his Liberation Day…

Antoine BradleyApril 16, 2025

Europe, Middle East and Africa

The conviction of Marine Le Pen may upend French politics

Found guilty of misusing EU funds, the far-right leader was banned from running for political…

Luka BassnettApril 3, 2025

Global

Who are the “Dirty 15”?

Several countries are in Trump’s crosshairs ahead of the 2nd April tariff deadlines: On April…

Antoine BradleyMarch 26, 2025

Asia Pacific

Policies unveiled at China’s recent “Two Sessions”

Policies unveiled at China's recent "Two Sessions" suggest an increasing focus on domestic demand over…

Thomas ZhangMarch 24, 2025

Asia Pacific Global North America

The US-China trade war 2.0: March update

According to our scenarios, there is an 80% chance of further tariff hikes on China…

Thomas ZhangMarch 12, 2025

Asia Pacific

The far-right AfD wins a state election in Germany

Extremist parties' strong performance will add pressures to the Germany's ruling coalition The far-right AfD’s…

Martin BelchevSeptember 6, 2024

Asia Pacific

Brazil’s 2025 budget is a step towards fiscal responsibility

Our View The 2025 federal budget, totaling BRL 5.86 trillion, a 5.45% YOY increase, was…

Sofia CarvalhoSeptember 6, 2024

Asia Pacific

China Real Estate Sector Monitor

China’s economic outlook varies widely under different real estate scenarios China's real estate sector, once…

Tony LoSeptember 6, 2024

Asia Pacific

The mpox outbreak will not derail economic growth

The hospitality industry would be vulnerable to a downside scenario involving the rapid spread of…

Matthew KindingerSeptember 6, 2024

Asia Pacific

China Industrial Overcapacity Monitor

Impacts will vary across industrial sectors as overcapacity persists The collapse of China's real estate…

Tony LoAugust 22, 2024

Europe, Middle East and Africa

Iraq has approved its 2024 budget

The budget entails higher total spending across sectors Iraq's parliament's approval of the 2024 budget…

Yasmina ZamelAugust 22, 2024

Europe, Middle East and Africa

Easing lending rates across Europe

Sticky underlying price pressures, however, may delay the pace of the cuts, but the outlook…

Martin BelchevAugust 22, 2024

Europe, Middle East and Africa

Ukraine makes a bold and high-stakes surprise attack

The long-term success of the operation remains uncertain, given Ukraine's ongoing struggles with resources and…

Nigar JafarovaAugust 15, 2024

Latin America

Chile’s investment outlook remains subdued

Capex opportunities remain concentrated in the public housing, mining, and security sectors Although consumer spending…

Rodrigo Eyzaguirre MiragliaAugust 15, 2024

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