Global Economics Shipping Disruption Dashboard: New Charts on Baltimore Click here to visit our Shipping Disruption Dashboard, which we have updated and extended to include analysis of the Baltimore port closure. 28th March 2024 · 1 min read
Global Economics Global Economics Shipping Chart Pack (Jan. 2024) This is a special Global Economics Chart Pack that provides clients with key analysis to make sense of the macro and market impact of the disruptions to maritime shipping. The charts in this document... 25th January 2024 · 1 min read
Event Drop-In: OPEC’s surprise cut – Economics, markets, geopolitics 1680530400 In the wake of the surprise move by OPEC+ to cut oil production, we held a special online briefing about the decision’s economic and market implications – as well as what this signals about global
Event Global Drop-In – A year of disinflation 1672930800 Economists from our Global Economics service held a special discussion about the trajectory of inflation across advanced and emerging economies in 2023.
Event Global Drop-In: Recession looms as tightening bites 1667919600 Our Global Economics team held a 20-minute online briefing on the outlook for the global economy and policy on Tuesday, 8th November.
Global Economics How much does Taiwan matter? Taiwan matters far more to the world economy than its 1% share of global GDP would A further escalation in cross-strait tensions that cut Taiwan’s export off from the rest of the world would lead to... 8th August 2022 · 3 mins read
Global Economics The global implications of a slowdown in China The slowdown that we anticipate in China over the next 6-12 months is best viewed as a return to normality following a period of above-trend output. While it will be a headwind to growth in some... 23rd July 2021 · 4 mins read
Global Economics Limited signs of price pressures fading in the PMIs The overarching message from today’s batch of flash PMIs was that higher inflation isn’t going away anytime soon in major advanced economies. Some of the inflation indicators edged away from their... 23rd July 2021 · 3 mins read
Global Economics Can we trust the business surveys? A divergence between strong surveys and weak industrial ‘hard’ data, mainly in the euro-zone, has again raised questions about how to interpret the business surveys. There are several reasons why... 13th April 2021 · 5 mins read
Global Economics The implications of sustained travel restrictions Taken alone, prolonged restrictions on international travel would do little to hinder the global recovery since overseas tourism is a small share of world GDP and some of the lost spending would be... 18th February 2021 · 4 mins read
Global Economics Trackers suggest the global recovery is stumbling While high-frequency mobility data should be interpreted with caution, they are now consistent with a marked slowdown in the pace of recovery, dashing hopes of a V-shaped rebound in the world economy. 5th August 2020 · 3 mins read