We held an online Drop-In session today to discuss the Biden administration’s new tariffs on goods from China. This Update answers several of the questions that we received about the direct effects of...

Contrary to the earlier assumption that the US Federal Reserve would lead the monetary policy loosening cycle among advanced economies, it is Switzerland and Sweden that have cut first. This has...

Although the recent weakness in exports from China suggest that a sharp rebound in global goods trade probably isn’t on the cards, we still expect global trade to rise this year after a very weak 2023...

The latest manufacturing PMIs suggest that global industry continued to recover at the start of Q2, but that this was entirely due to higher output in emerging markets, while activity remained much...