The world at the end of March is a very different place than in January; and this is only the start of disruptive change in the global economic & geopolitical system.
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Three years on from the second Russian invasion of Ukraine, a new global economic and geopolitical order is emerging
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Beyond the economic & political disruption in the US, ten recent developments provide insights on emerging global dynamics.
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There is high potential for economic and geo/political disruption in 2025. Ten developments in December provide a sense of what to expect.
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Public debt continues to rise across advanced economies, creating economic and geopolitical risk exposures
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A slowing US economy is attracting significant attention; but China poses a more significant risk to the global economy
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The (northern) summer has been dominated by political and economic turbulence; expect more to come
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Structural changes in politics and policy are underway across advanced economies – with material economic consequences
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The ability to finance the great reindustrialisation will be a key driver of national economic performance: only some economies are positioned to benefit
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Recent market volatility after elections illustrates the economic importance of political institutions; with implications for the US Presidential election
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Trade flows capture changes in the geopolitical context: global economic fragmentation continues to sharpen, driven by geopolitical rivalry
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Investment is strengthening across advanced economies for economic & geopolitical reasons, with effects from commodity prices to macro policy & productivity growth
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The strong USD is generating economic pressures around the world, with the potential for disruptive responses – reinforced by geopolitical rivalry
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A roaring '20s will require a much stronger economic recovery from Covid than from the global financial crisis. What are the chances?
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The UK 'Truss shock' provides insight into the growing risks of the unsustainable US fiscal path causing a global financial shock
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Beyond managing exposures to geopolitical shocks, firms, investors, and governments need to position for structural geopolitical shifts
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The spillovers from China’s growth model will create stresses across the global economy, with economic and geopolitical implications
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Insights on global economic and geopolitical developments
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Structural drivers of higher inflation will be offset by strengthening productivity growth, but with significant variation across economies
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Insights on global economic and geopolitical developments
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