Europe Economics Update German election: your questions answered Following yesterday’s federal election in Germany, this Update answers questions raised by clients in our on-line briefing (which can be viewed here). 24th February 2025 · 4 mins read
Climate Economics Update Emissions reduction efforts becoming fractured Whereas political pushback against the cost of climate action is hindering policy in North America and Europe, the tailwinds from China’s low-cost green technology exports are becoming more... 19th February 2025 · 3 mins read
Africa Economics Weekly Africa Weekly: SA SONA: Growth, fiscal discipline and Trump President Ramaphosa used his State of the Nation Address (SONA) to recommit to fiscal discipline and investment-led growth, but the government will struggle to balance the two objectives. And we doubt... 7th February 2025 · 5 mins read
Event Global Drop-In: Long Run Outlook – The global economic order post-Trump 11th March 2025, 3:00PM GMT Imagine a world after Donald Trump. The returned president’s rapidly unfolding policy agenda will have bearing on the US and global economies in the near-term.
Event Drop-In: Trump, Putin, the Ukraine war and the European defence question 20th February 2025, 3:00PM GMT Donald Trump has sent shockwaves through European corridors of power with his moves to re-engage with Vladimir Putin, his efforts to end the war in Ukraine, and his threats to
Event Drop-In: US-China tariffs rollback – Does this mark a lasting ceasefire in the trade war? 12th May 2025, 3:00PM BST Markets have received a boost from news that the US and China have agreed to a significant rollback of tariffs.
Event Drop-In: The Future of Europe – Is the renewed optimism justified? 22nd May 2025, 3:00PM BST The shift in sentiment toward Europe – from deep pessimism to renewed optimism – has been striking.
China Economics Focus China’s export gains go beyond strategic goods China’s surging exports have been gaining international attention, but concerns about overcapacity have focussed on “strategic sectors”. Far less acknowledged is the fact that China has been gaining... 22nd January 2025 · 4 mins read
China Economics Weekly China Weekly: US tightens export controls, births rise The final export control measures of Joe Biden's presidency further restrict China's access to advanced AI technology and mark another escalation in geopolitical fragmentation. Meanwhile, although... 17th January 2025 · 5 mins read
Global Economics Focus The Shape of the Fractured World in 2025 The share of the fracturing global economy that is accounted for by China and its geopolitical allies contracted in 2024, leaving it under a third the size of the US bloc at the start of 2025. This... 17th January 2025 · 1 min read
Latin America Economics Focus Unpacking Mexico’s ties with the US Mexico is arguably the most vulnerable economy to US trade protectionism. This in-depth analysis maps out economic and financial linkages between Mexico and its northern neighbour to provide a clearer... 15th January 2025 · 15 mins read
Global Economics Focus Trump, tariffs and global supply chains If Donald Trump were to impose a universal 10% tariff on US imports, we wouldn’t expect widespread reshoring of manufacturing production back to the US. And if it were accompanied by a 60% tariff on... 14th January 2025 · 18 mins read
Global Economics Update What do we mean by geopolitical blocs? The Cold War was defined by geopolitical blocs – the Soviet or Eastern bloc against the Western bloc. Geopolitics retreated with the collapse of the Soviet Union. The period from the early-1990s to... 7th January 2025 · 3 mins read
Global Economics Focus Trump and the implications for global fracturing Donald Trump’s second term could redraw the global geopolitical map. A sustainable “Grand Bargain” with China, warmer relations with Russia, or a breakdown in the relationship between the US and its... 7th January 2025 · 6 mins read
Middle East & North Africa Economics Weekly Syria latest, Saudi-US security pact, Tunisia central bank The advance by Syrian rebels, which has taken President Assad’s forces by surprise, is unlikely to have significant macro implications, but it has shone the light on how geopolitical alliances in the... 5th December 2024 · 8 mins read
