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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 - Aerospace
Industry - Global Industry Forecasts - Aerospace Global aerospace growth remains positive. We forecast a 2.6% expansion in 2025, off the back of strong growth in 2024. The medium-term forecast will continue to be strong with 3.2% growth in 2026. For 2025 we expect growth to be stable in advanced eco ... Read More
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Industry - Global Industry Forecasts - Chemicals
Industry - Global Industry Forecasts - Chemicals Our global outlook for the sector remains positive as we expect production to expand 2.9% in 2025 and 3.3% in 2026. Gas prices are stabilising and destocking has run its course which is easing pressure off producers. However, we expect trade frictions ... Read More