Our Insights

The International Money Fund recently cut its global growth forecasts and raised its inflation expectations – reflecting the Persian Gulf conflict’s knock-on effects for the world economy.

As rival US and Iranian blockades of the Strait of Hormuz continue to destabilize energy flows, oil-importing nations are rolling out conservation measures. For some Asian markets, a lack of inventory is making the situation increasingly precarious.

Spanish banking giant BBVA operates across Latin America, compiling daily credit-card spending metrics that give early insights into official retail sales figures.

MSCI rocked Indonesian equities earlier this year when it threatened to downgrade the country to a "frontier market." That would have made Indonesian stocks uninvestable for a vast range of emerging-market funds.

Our ASEAN Premium database is unlocking more signals for some of the world's most dynamic economies.

For many critical minerals, China is maintaining its dominance of the value-added industries downstream from extraction. This is the case even as the US, Europe and Japan accelerate efforts to secure resources and friend-shore their supply chains.

Since the outbreak of war between the US, Israel and Iran, the @Central Bank of the Republic of Türkiye (CBRT) has relied heavily on its gold reserves as a financial shock absorber.

Copper is often seen as a bellwether given its importance to manufacturing. What is it telling us about the aftershocks of war in the Persian Gulf?