BMI Country Risk & Industry Analysis

Join our analysts as they explore the impact of US tariffs and global growth, as well as the competitiveness of global industries. They will also touch on the geopolitical landscape amidst rising trade tensions. Topics covered: • Global & regional growth outlook under Trump reciprocal tariffs • Economic growth trajectory focusing on China, the US, and Europe • Impact on monetary policy and the outlook for key currencies • Competitiveness of various economies: Which are gaining or losing competitiveness? • Key #elections and their economic implications Register here: https://lnkd.in/eGyb_Mu2 #ConnectedThinking #Trade #Tariffs #GeopoliticalRisk

Trump's recent tariff hikes have significantly impacted Asian economies, prompting urgent reassessment of growth forecasts. While negotiations may ease the blow, countries like China, Japan, and Vietnam face notable risks to their GDP growth. Read the full article: https://ow.ly/q18z50Vy26S #ConnectedThinking #Asia #TradeTensions

Our analysts delve into the current trajectory of conflicts in the Middle East and explore the impact of US President Donald Trump's political and economic measures on various MENA markets. Our agenda includes: • A political update on the Middle East conflict and post-Assad Syria, analyzing their regional economic and political implications. • An assessment of President Trump’s tariffs and their effects on MENA economies. • Insights into Trump's maximum pressure campaign on Iran, focusing on its oil exports and regional security. We'll also provide macroeconomic outlooks for: GCC Countries: Explore the 2025 macroeconomic outlook with a focus on the Oil & Gas sector, considering Trump's "Drill Baby Drill" policy and OPEC+ strategies. North African Markets: Discover the 2025 outlook, emphasizing emerging key ESG risks. Register now: https://ow.ly/YFjA50Vrvel #ConnectedThinking #MENA #MiddleEast #Economics #Trump #OilMarket #ESG #GCC #NorthAfrica

Mexico is now ‘much more competitive’ with Trump’s far-reaching tariffs targeting Asia. Cedric Chehab discusses U.S. President Donald Trump’s decision to impose a raft of tariffs on key trade partners on CNBC. Watch the interview: https://lnkd.in/g-gZXdmh Explore BMI’s latest research on trade tariffs: https://lnkd.in/gb6sgWbw #ConnectedThinking #tariffs #trade

BMI's latest analysis looks into the impact of sector-specific and reciprocal tariffs on global economies, highlighting those most affected. Through detailed visualizations and tables, explore how these tariffs influence competitiveness across industries. Gain more insights into the shifting trade landscape here: https://lnkd.in/eCaXghHq #ConnectedThinking #tariffs #trade

"The US is looking more and more like an emerging market” as Mark Rosenberg puts it. The “EM-ification” of the US has been an underlying trend in GeoQuant data, which reveals how the U.S. political landscape is increasingly resembling that of emerging markets, driving economic and financial instability. This insightful piece by Matt Peterson on Barron's couldn’t be more timely in highlighting the uncertainty that has been hanging over the economy. https://lnkd.in/guMz9qpb #PoliticalRisks #Tariffs #TradeWar

International investors are driving Thailand's data centre expansion, with significant investments in Bangkok and emerging opportunities in Chonburi. Major tech firms and hyperscalers are boosting capacity to 386MW by 2027, focusing on sustainability and green financing. Read the full article: https://ow.ly/xowN50VqcGa #ConnectedThinking #DataCentres #Thailand

We started calling out US “EMification” as an underlying trend in our data since 2017. It is now the headline—and every Americans reality

We have revised our US growth forecasts for 2025, lowering real GDP growth to 1.9% due to trade-related uncertainties and potential tariff impacts. Inflation is expected to end the year at 2.7%, slightly above previous forecasts. We explore three scenarios: an 'upside surprise,' 'stagflation light,' and a 'mini recession,' with recession risks estimated at 20-30%. Read the full article: https://ow.ly/KKli50VqcFs #ConnectedThinking #USEconomy

Tune into this month’s #BestofBMI edition, highlighting AI advancements and their anticipated impact on income and employment across various developed markets, particularly those with high job exposure to AI. We also explore how Trump tariffs could potentially disrupt technology investments, delaying the completion of upcoming US AI Infrastructure projects. Additionally, we provide insights into Sub-Saharan Africa’s evolving commodities and infrastructure landscape, poised to positively shape its economy, as well as substantial investments in power grids in the MENA region to support the transition from centralized power generation to distributed renewable energy sources. To stay ahead with the latest political, economic, and industry insights, subscribe now to receive the next edition. #ConnectedThinking #Economics #CountryRisk