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Industry - Global Industry Forecasts - Aerospace
We have revised our global growth forecast for 2025 to 2.6%, reflecting heightened uncertainty stemming from ongoing trade tensions. These challenges are placing additional strain on the globally integrated supply chain. However, increased defence spending—driven by Trump's push for NATO countri ... Read More
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Analysis by Region - Emerging Markets - Global EM
November activity data indicated economic activity in Brazil slowed significantly at the end of 2024, reinforcing our below-consensus GDP growth forecast of 1.8% for 2025. Monthly contractions in hard data indicators such as real retail sales, services revenue volumes, and industrial production sugg ... Read More
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Industry - Global Industry Forecasts - Chemicals
Our global outlook for the sector remains positive as we expect production to expand 2.7% in 2025 and 2.7% in 2026. Gas prices are stabilising and destocking has run its course which is easing pressure off producers. However, we expect trade frictions from Trump's tariffs to weigh on the sector ... Read More