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The Cost of War: Ukraine’s Reconstruction, Russia’s Stagnation

With a stalemate emerging on the frontline, Russia and Ukraine stand at a crossroads as they confront the lasting costs of war.

Latin America Monthly Outlook: Implications of Red Sea Trade Disruptions For Latin America

In this month's outlook presentation, we explore the implications of the ongoing Red Sea tradue disruptions for Latin America.

Europe Monthly Outlook: Impact Of Red Sea Disruptions

The recent Red Sea attacks have caused more trade being diverted from the Suez Canal, with shipping delays adding pressures onto the supply chain.

MENA Monthly Outlook: Impact Of Red Sea Crisis On MENA & The Latest In Egypt

The persistent Houthi attacks on shipping in the Red Sea have disrupted maritime trade since December 2023, leading to increased shipping costs and rerouting via the Cape of Good Hope. At BMI, we expect the Red Sea crisis to have economic and geopolitical impacts on the MENA region at least throughout the first half of 2024.

Global Macroeconomic Update (Feb 2024)

In the February edition of BMI's Global Macroeconomic update, we highlight the complexities of a global slowdown triggered by rising interest rates, and the mixed end-year GDP results across different markets.

Asia Monthly Outlook (Feb 2024)

In the February edition of Asia Monthly Outlook, we uncover the pulse of key Asian markets with fresh economic insights and forward-looking analysis.

Sub-Saharan Africa Monthly Outlook: Impact Of Global Shipping Disruptions On SSA

At BMI, we expect the Houthi attacks on commerical ships and the subsequent redirection of trade to have a limited impact on SSA economies.

Trade Turbulence: Unpacking the Red Sea Shipping Crisis and Its Global Impacts Report Summary

Attacks by Yemen-based and Iran-backed Houthi militant group on shipping vessels in the Red Sea mark a significant flash point in global shipping, particularly for containerized cargo as it accounts for 28% of traffic and rerouted vessels lead to higher costs and scheduling disruptions.

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