Tariffs
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Seismic shifts: The reordering of global power
Potential trajectories of the global international order using four scenarios. Link to publication Contents Scenario drivers Scenarios
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Tariff Endgame
Five scenarios primarily about trade protectionism and policy uncertainty, the stance of monetary and fiscal policy and financial market conditions.
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How might tariffs affect the energy transition?
Outlook to 2035 using three macroeconomic scenarios incorporating different levels of tariffs.
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Global trade outlook
Outlook to 2050 using global economic, trade and emerging trends.
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In a moment of tariffs, can the world find balance and trust to thrive?
Outlook to 2035 using five macroeconomic scenarios and three tariff scenarios.