June 21, 2017
Brazil’s economic recession and socio-political turmoil is the story of a major emerging market in crisis, with implications for many consumer goods companies. In the face of rising unemployment and falling wages, compounded with rising inflation and currency depreciation, consumer expenditure per household fell by 9.3% between 2014 (the year Brazil’s economic recession began in its earnest) and 2016. As well as spending less, Brazilian households […]
October 7, 2016
Euromonitor International has introduced a new macroeconomic scenario, mapping out likely outcomes should Donald Trump become US president. The scenario suggests US GDP would nearly stagnate in 2017. Growth over 5 years would be 4.7% less in total than currently forecasted. We assign a 10-20% probability to this scenario. 8th November, 2016 will see a […]
April 13, 2016
This white paper supports companies operating in emerging markets during economic uncertainty. From convenient and indulgent purchases to transparency, nostalgia and status, this document explores key trends to watch that offer organizations growth opportunities. In times of economic crisis, consumers buy products or experiences to disrupt the present and pretend they are in another context than the […]
June 21, 2017
What would happen to Greece in case the government defaults on its debt? We examine three scenarios going from the most optimistic to the worst.
December 18, 2014
It has been six years since the financial crisis that brought the world economy to a standstill. Soon afterwards, policy makers and analysts began to outline the main features of the recovery.
October 13, 2014
Brazil entered technical recession in the second quarter of this year but with Aécio Neves, seen as the more business-friendly of the candidates, coming an unexpected second in the first round of Brazil’s presidential election; hopes are high that the country can regain its mojo if he builds on his success into the second round. […]
June 21, 2017
The global economy is picking up pace in the second half of 2014. One of the key characteristics is that growth is being driven by advanced economies as risks are on the increase in emerging markets. The outlook for the five largest developed markets is mixed with the best performance expected in the UK while […]
August 15, 2014
Yesterday’s dismal eurozone Q2 GDP results appear to show the fragile recovery derailed. Real GDP growth for the bloc was flat at 0.0% quarter-on-quarter. The most notable results were the negative growth in the eurozone’s largest economy – Germany – and also it’s third largest Italy – which is now in the midst of a […]

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