Vantage Point

Explore our latest perspectives on the global economy, geopolitics, and industry dynamics.

TOPIC: ECONOMY

Is the end of IEEPA the beginning of a more effective Trump admin?

May 30, 2025

If Trump’s broad tariffs are blocked, it will almost certainly dampen the breadth and magnitude of tariffs but – crucially – it may well leave behind longer-lived and more effective approach.

The tariff lag: why April's tariffs signal an inflationary summer

May 22, 2025

The tariffs imposed by the US in April are expected to drive an increase in inflation starting in June to August period of 2025.

The Economic consequences of protectionism: more than just inflation

April 3, 2025

There are profound negative impacts of protectionist trade policies, including increased costs, supply chain disruptions, reduced innovation, inefficient resource allocation, and potential risks to the US dollar and fiscal stability.

Parsing Through Recent Key US Economic Data: Policy Uncertainty Clouds the Outlook

February 28, 2025

US growth is slowing, but at a manageable pace. January data had some one-off headwinds - February data will be a better indicator of fundamental growth.

January macro data in line with outlook but caution signs emerge

January 31, 2025

With a busy week for economic data and policy, we offer a recap of recent economic data and policy development, highlighting key metrics such as GDP growth, inflation, and overall consumer sentiment.

China: The long-awaited stimulus is here. What's next?

October 1, 2024

China has implemented stimulus measures, including cutting the reverse repo rate and reserve requirement ratio, and lowering existing mortgage rates. Will they be sufficient to help China reach its annual 5% growth target?