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Slow and stuttering rebound for global manufacturing

Location:

INTERNATIONAL

Growth rates are strongest in the Americas, China, India and the Middle East. However, disruptions in the Red Sea and Panama Canal, and now the closure of the port of Baltimore…

Gaza war will hike Israeli and Mideast gas risk

Location:

MIDDLE EAST

The Israel-Hamas conflict that started on October 7 has had a direct impact on Israel’s gas supply. Following the Hamas attack, the Israeli government stopped production at the…

Supply woes offset soft demand to lift copper prices

Location:

INTERNATIONAL

Equities of copper mining companies fared marginally better. The expected supply glut did not materialise in 2023, owing to supply disruptions, while the price was supported by…

China will boost grain supplies

Location:

CHINA

President Xi Jinping has repeatedly cited food security as one of his top strategic priorities. Amid geopolitical tensions and global supply chain disruption, recent years have…

Severity of Israel’s downturn hinges on conflict moves

Location:

ISRAEL

Israel’s war with Hamas is taking a growing toll on the economy mainly due to labour shortages. The economy has recovered quickly from previous short wars, but this conflict…

After a strong year for Australia, growth will slow

Location:

AUSTRALIA

This figure is higher than the RBA’s forecast of 1.5%, as labour demand remains strong and business investment resumes as supply chain disruption subsides. However, persistent…

Iron ore is set to face a supply surplus from 2025/26

Location:

INT

Beijing seeks to reduce price volatility for ore and hence steel through market restructuring and to increase Chinese self-sufficiency. This comes at a time when ore exporters…

Russia will expand support to small businesses

Location:

RUSSIA

However, small- and medium-sized enterprises (SMEs) play a significant role in the economy, especially in service industries. They also provide a rising share of new jobs. The…

Panama Canal woes will have local and global impacts

Location:

PANAMA

The situation has sent policymakers scrambling to identify fixes, as shippers explore alternative routes and the country faces the loss of hundreds of millions of US dollars in…

Biden will continue to link trade and security in 2024

Location:

US

Biden is primarily concerned about a loss of jobs in states crucial to his re-election, bid but the reference to national security, more usually associated with concerns about…