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  • United States: Residual Seasonality in GDP – Mirage or Real?

    United States: Residual Seasonality in GDP – Mirage or Real?

    Once again, U.S. Q1 real GDP growth came in weaker than expected (below the Bloomberg consensus). Real GDP growth is a key input for both public and private sector decision…

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  • Factors Affecting Commodity Prices

    Factors Affecting Commodity Prices

    Factors Affecting Commodity Prices is one of several special surveys we conduct in our monthly Energy and Metals Consensus Forecasts™ publication. Each publication covers over 30 individual commodities with forecasts…

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  • BRIC Outward FDI – the Dragon Will Outpace the Jaguar, the Tiger and the Bear

    BRIC Outward FDI – the Dragon Will Outpace the Jaguar, the Tiger and the Bear

    Economic and financial commentary often focuses on BRIC (Brazil, Russia, India and China) FX reserve accumulation. BRIC outward foreign direct investment typically attracts less attention. While BRIC FDI (foreign direct…

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  • Tariff Race in the 1930s – Subsidy Race Today?

    Tariff Race in the 1930s – Subsidy Race Today?

    As the economic crisis unfolds, some argue that customs duties are much less likely to be increased today than was the case during the Great Depression of 1929-1933. The general…

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News and Articles

Posted on January 26, 2010November 2, 2018

The Global Economy of Tomorrow: Better, Stronger, Faster

As we emerge from the doldrums of recession, it is easy to remain fixated on all the near-term challenges facing the global economy such as balance sheet repair and fiscal …

Continue reading “The Global Economy of Tomorrow: Better, Stronger, Faster”

Posted on December 18, 2009November 2, 2018

Gold Price and Currency Correlations

Gold, which some would call the original currency, has been much in the headlines after soaring above US$1000/troy ounce in September. India bought 200 tons of the precious metal last …

Continue reading “Gold Price and Currency Correlations”

Posted on November 6, 2009November 2, 2018

Future Food Landscape

There are various forces shaping the global food landscape. What major challenges can be expected from this evidence? We summarise below the major issues surrounding global food security in the …

Continue reading “Future Food Landscape”

Posted on September 5, 2009November 2, 2018

Steel: The End of the Commodities Super Cycle

The slowdown in the commodity price cycle predicted by many analysts for “after the Beijing Olympic Games” did indeed take place and, in just a few months, turned into a …

Continue reading “Steel: The End of the Commodities Super Cycle”

Posted on August 6, 2009December 14, 2018

BRIC Outward FDI – the Dragon Will Outpace the Jaguar, the Tiger and the Bear

Economic and financial commentary often focuses on BRIC (Brazil, Russia, India and China) FX reserve accumulation. BRIC outward foreign direct investment typically attracts less attention. While BRIC FDI (foreign direct …

Continue reading “BRIC Outward FDI – the Dragon Will Outpace the Jaguar, the Tiger and the Bear”

Posted on July 29, 2009November 2, 2018

US-Russia Economic Relations

Introduction The discussion about a “reset” of US-Russia relations has moved into the spotlight since the Obama administration took office in January. Among the main topics of interest are nuclear …

Continue reading “US-Russia Economic Relations”

Posted on May 28, 2009November 2, 2018

Tariff Race in the 1930s – Subsidy Race Today?

As the economic crisis unfolds, some argue that customs duties are much less likely to be increased today than was the case during the Great Depression of 1929-1933. The general …

Continue reading “Tariff Race in the 1930s – Subsidy Race Today?”

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Forthcoming>>

Special Surveys in February include Trends in Productivity and Wages (CF and CF-USA) and Economic Policy Evaluation (LACF).
In March we survey for Quarter-by-Quarter Forecasts for the G7, Western Europe and Asia Pacific economies.
In April we poll for Long-Term 5-10 year forecasts in each of our four regional publications.
The April edition of Energy & Metals Consensus Forecasts includes a Special Analysis of Seasonal Commodity Price Patterns.
In June we survey for Quarter-by-Quarter Forecasts for the G7, Asia Pacific and Latin American economies.
In our July surveys, we evaluate global monetary and fiscal policy conditions and assess likely policy directions over the next 12 months.
The August edition of Energy & Metals Consensus Forecasts will feature a Special Survey on Factors Affecting Commodity Prices.
In September we poll for Quarter-by-Quarter Forecasts for the G7, Western Europe and Asia Pacific economies.
In October we survey for Long-Term 5-10 year forecasts for the G7, Asia Pacific, Eastern Europe and Latin American economies.
Our November publications focus on Real Interest Rates and Corporate Profits forecasts in the G7 and Western Europe, as well as FDI in Asia Pacific.
In December we survey for Quarter-by-Quarter Forecasts for the G7, Western Europe, Asia Pacific and Latin American economies.
In January, Consensus Economics surveys panellists for their 2021 and 2022 forecasts, as well as the risks associated with non-consensus outcomes.
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