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Economic implications of conflict escalation in the Middle East
A region-wide conflict in the Middle East, although not our base case, would materially weaken global economic conditions...
A region-wide conflict in the Middle East, although not our base case, would materially weaken global economic conditions...
Article / 10 days ago
Global economic outlook: April 2024
Pickup in growth momentum is vulnerable to geopolitical risks...
Pickup in growth momentum is vulnerable to geopolitical risks...
Article / 23 days ago
Are transshipment hubs facilitating the movement of Western-made components to Russia?
An analysis of the trade flow of certain US components into high-risk transshipment areas in the last two years, assessing whether Russia is profiteering from importing reexported US components...
An analysis of the trade flow of certain US components into high-risk transshipment areas in the last two years, assessing whether Russia is profiteering from importing reexported US components...
Article / 1 month ago
Semiconductor supply chain: Political and physical challenges in 2024 and beyond
We look at the political and physical issues challenging semiconductor supply chains in the next three to five years...
We look at the political and physical issues challenging semiconductor supply chains in the next three to five years...
Article / 1 month ago
Big task of restoring war insurance in Ukraine starting with small steps
Early success in the effort to restore Ukraine's war risks insurance market, though small in the context of the overall need, is bringing hope that more...
Early success in the effort to restore Ukraine's war risks insurance market, though small in the context of the overall need, is bringing hope that more...
Article / 2 months ago
The Storm Before the Storm: Q1 2024 Supply Chain Outlook
2023 was a year of recovery, giving the air of a return to normal. Sadly, normal for supply chains means guiding operations through the middle of a storm of potential disruptions....
2023 was a year of recovery, giving the air of a return to normal. Sadly, normal for supply chains means guiding operations through the middle of a storm of potential disruptions....
Article / 4 months ago
Latin America: Key themes to watch in 2024
We see these themes shaping the business environment in the Latin America region in 2024...
We see these themes shaping the business environment in the Latin America region in 2024...
Article / 4 months ago
Asia-Pacific: Key themes to watch in 2024
The Asia-Pacific region faces potentially significant risks across the economic and political arenas in 2024...
The Asia-Pacific region faces potentially significant risks across the economic and political arenas in 2024...
Article / 4 months ago
Bracing for El Niño’s impact
Although El Niño tends to peak in November to February, its impact will last longer...
Although El Niño tends to peak in November to February, its impact will last longer...
Article / 5 months ago
A disjointed world: Themes for 2024
We have identified five overlapping themes that will drive global political and economic relationships in 2024...
We have identified five overlapping themes that will drive global political and economic relationships in 2024...
Article / 5 months ago