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May-12-2026
As the Iran war develops, downstream impacts to energy prices, inflation, political and fiscal risks in Asian economies are eme...
Iran War Update: Asia Outlook - May 2026
May-12-2026
As the Iran conflict drags on, disruptions to energy supply are feeding into higher energy prices, fuel costs, and fuel surchar...
Iran War Update: Energy Market Volatility - April 2026
May-12-2026
India has undertaken a strategic shift in its approach to its economy, global trade, and international relations. As we look ou...
India: Navigating a Shifting Trade Order - March 2026
May-12-2026
Following a series of strikes by the US and Israel on Iran in late February, we will explore the impacts to regional supply cha...
Iran: Impacts and Future Pathways - March 2026
Mar-03-2026
The EU Outlook - Jan 2025
Mar-03-2026
What's Next - A Trade and Macroeconomic Q&A - Oct 2025
Mar-03-2026
No turning back - 2025 mid-year check in - July 2025
Mar-03-2026
The Megabill and Trumps Reshoring Agenda - June 2025
Mar-03-2026
US Trade Crossroads - Aug 2025
Mar-03-2026
The Future of Friendshoring - August 2025
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