We spelt out our view on the future of globalisation this week. We don’t expect globalization to go into reverse, but we do think it will continue to...
Chart of the week: US: Total trade under different scenarios
Posted by Innes McFee on Aug 14, 2020 7:29:32 PM
Trade is already one of the hardest-hit US sectors in the coronavirus crisis and faces major risks depending on the path of the pandemic in our GSS...
Chart of the week: Why ending the easing cycle in Brazil now would be a mistake
Posted by Innes McFee on Aug 7, 2020 3:05:46 PM
This week the Banco Central do Brasil (BCB) lowered the Selic rate to 2.00%. Although our baseline scenario is for further rate cuts in the coming...
Chart of the week: US coronavirus reproduction rates
Posted by Innes McFee on Jul 31, 2020 10:16:07 AM
Latest data reveal a shifting US health picture. Coronavirus reproduction rates slowed in the last week after the pause or rollback of state and...
Chart of the week: Our forecast for world trade growth
Posted by Innes McFee on Jul 24, 2020 1:53:22 PM
Our baseline forecast looks for world trade to grow by just 2.6% per year from 2020-2030, with trade volumes in 2030 around 5% lower than we expected...