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Insight

One big, seismic shift in US energy policy

Power supply policies must adapt to maintain US leadership in AI

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Insight

China economic focus July 2025: is another supply-side reform on the cards?

Chinese industries have excess capacities that are advanced in technology and low in cost.

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Insight

China economic focus June 2025: is the 5% growth target within reach?

The Chinese economy will see more headwinds in the second half.

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Insight

Global economic outlook Q1 2025: can momentum trump uncertainty?

The global economy has good momentum, but a tariff war looms.

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Macroeconomics, risk and global trends reports

Insight

H1 2016 GDP downgrade explained: India, Russia, Brazil, Indonesia, Mexico

Wood Mackenzie has cut its global GDP outlook to 2035. China, India and the US sit at the heart of this downgrade. India's GDP growth is forecast t...
Insight

Policy vs. fundamentals: Outlook for China’s property market and related metals demand

China's property market has been impacted not only by sector-specific policies, but also other policies to remove industrial overcapacity and upgra...
Insight

US GDP growth by state: winners and losers to 2035

While resource producing states are suffering, non-resource states are enjoying robust growth – supported by low gasoline prices and improved house...

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