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Macroeconomics, risk and global trends reports
China economic focus August 2022: property recession
China’s property market is in recession and could potentially develop into a systematic financial and economic crisis. However, we expect a managed...
Green shoots of recovery in the EU: Could the post-Covid 19 recovery package accelerate the EU’s energy transition?
As Europe navigates the twin crises of Covid-19 and a severe economic downturn, attention is beginning to turn towards the recovery. To that end, t...
China economic focus August 2024: countering declining population
In the August China economic focus, we discuss China’s declining population and the government’s efforts to limit its impact on economic growth. Sl...
Economic focus: US auto sector to weigh on manufacturing
The US automotive sector has enjoyed strong growth in the past five years, but a plateau has been reached. Passenger vehicle demand is unlikely to ...
Global economic outlook Q4 2021: growth stutters
After a stellar recovery this year, the global economy will slow in 2022. The consumption boom driven by pent-up savings and the reopening of econo...
Coronavirus impact briefing: week ending 24th April
Energy and natural resources sectors are having to deal with the combined forces of the coronavirus pandemic, the oil price crash and an impending ...
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