The Lens Archives

Global

Red Sea disruptions will impact supply chains

Higher shipping costs and supply chain snarls threaten the disinflationary trajectory underway in the global…

Antoine BradleyJanuary 18, 2024

Latin America

Milei’s first reform package is facing setbacks

High political and regulatory uncertainty will set the tone in 2024, given the government's lack…

Rodrigo Eyzaguirre MiragliaJanuary 11, 2024

Asia Pacific

Indonesia’s elections will likely lead to policy continuity

Prabowo’s selection of Gibran as his vice-presidential candidate has made him the clear frontrunner in…

Shivank SehgalJanuary 11, 2024

Europe, Middle East and Africa

Serbia’s escalating corruption risks EU dreams

Multinationals face a tradeoff between strong growth prospects and heightened risks B2Gs should monitor political…

Martin BelchevJanuary 11, 2024

Europe, Middle East and Africa

Expect policy continuity and strong growth in Congo

A landslide victory for President Félix Tshisekedi diminishes the risk of post-election instability Commercial activity…

Sari El HabrJanuary 11, 2024

Latin America

El Niño could further drive up Colombia’s inflation

The Board of Directors at the Central Bank of Colombia is actively monitoring the potential…

Juan VelezJanuary 4, 2024

Europe, Middle East and Africa

War in Gaza: 2024 begins with risk of regional escalation

What happened? On January 2, an Israeli attack on southern Beirut killed Hamas Deputy Leader…

Zeynep KosereisogluJanuary 4, 2024

Latin America

Banxico expected to hold interest rates steady

While Banxico recognized progress against inflation, it still sees challenges Multinationals should prepare for high…

Pablo ReynosoJanuary 4, 2024

Asia Pacific

Taiwan’s election will shape cross-strait relations

Taiwanese voters must choose confrontation or compromise with Beijing Taiwan’s January elections will have substantial…

Thomas ZhangDecember 21, 2023

Europe, Middle East and Africa

War in Ukraine: Scenarios for 2024

The fighting evolves into a protracted war of attrition in 2024, with neither side making…

Nigar JafarovaDecember 21, 2023

Latin America

Chile’s constitutional process ends with a rejection

The government will not advocate for a third constitutional process, as the intended reforms can…

Rodrigo Eyzaguirre MiragliaDecember 21, 2023

Global

The Fed starts thinking about rate cuts

However, rates will remain elevated in 2024 and beyond The Fed’s rhetorical pivot toward loosening…

Antoine BradleyDecember 21, 2023

Europe, Middle East and Africa

South Africa’s economy contracts in Q3

The growth outlook remains subdued ahead of the May 2024 elections Companies should prepare for…

Matthew KindingerDecember 14, 2023

Asia Pacific

Consumer purchasing activity in Singapore

Consumer demand will remain weak in 2024 due to an elevated price environment and weak…

Shivank SehgalDecember 14, 2023

Europe, Middle East and Africa

Europe’s 2024 outlook remains cloudy

In retrospect, European markets outperformed our start-of-the-year expectations, but long-term prospects remain subdued While Europe…

Martin BelchevDecember 14, 2023

Red Sea disruptions will impact supply chains

Milei’s first reform package is facing setbacks

Indonesia’s elections will likely lead to policy continuity

Serbia’s escalating corruption risks EU dreams

Expect policy continuity and strong growth in Congo

El Niño could further drive up Colombia’s inflation

War in Gaza: 2024 begins with risk of regional escalation

Banxico expected to hold interest rates steady

Taiwan’s election will shape cross-strait relations

War in Ukraine: Scenarios for 2024

Chile’s constitutional process ends with a rejection

The Fed starts thinking about rate cuts

South Africa’s economy contracts in Q3

Consumer purchasing activity in Singapore

Europe’s 2024 outlook remains cloudy

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