Global exchange rate outlook reports
Evaluate the global exchange rate outlook with industry-leading intelligence from our experts. Browse short-term and long-term forecasts to identify market trends and opportunities. We're here to support decision-making with objective analysis on the exchange rate outlook.
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Global exchange rate outlook reports
China economic focus November 2024: impact of the potential Trump tariffs
In the December China economic focus, we discuss how the potential Trump tariff will impact the Chinese economy. Assuming an additional 60% tariff ...
China economic focus July 2024: takeaways from the third plenum
In the July China economic focus, we discuss the key macroeconomic and commodity market takeaways from the Third Plenum. China will focus on develo...
Global economic outlook Q4 2023: rotating and rebalancing growth drivers
Despite elevated inflation and rising interest rates, the global economy has performed robustly this year. We revise our GDP forecast for 2023 up t...
Global exchange rate outlook Q2 2022
Exchange rates have a critical impact on the cost structure of the resource industry. To improve clarity on the macroeconomic forecasts that underp...
China economic focus September 2023: three factors for recovery
We forecast China's GDP growth for 2023 and 2024 to be 5.2% and 4.8%, respectively. It requires a recovery in the property sector, industrial produ...
China economic focus August 2023: policy flop fails property market
China's property market has been in recession since late 2021 but supportive measures so far have failed to revive it. Home buyers lack confidence ...
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