
IHS Markit Economics & Country Risk
@EconomicsRisk
A part of @SPGMarketIntel, provides a 360-degree perspective across countries, risks, industries, and commodities. Find out more via the link below.
قد يعجبك
We see five organizing themes that will drive the economic and risk environment in 2023. Watch this video to learn more. #economy #countryrisk #2023themes
Here's what our country risk analysts are tracking this month:
Our banking risk experts provide insight into events impacting the financial sector in emerging markets in November.
Political change is coming to South and Southeast Asia. What forces will shape this new political order? Where are we likely to see the greatest shift in policy direction? Listen now: ow.ly/ZQjF50Q301Q
Halloween candy prices are up 7.2% this year, following a terrifying 14% rise in 2022. In response, real purchases of Halloween candy are expected to fall for a second consecutive year even as current dollar spending reaches a new high. Learn more: ow.ly/XVx150Q2Lqo

The US holiday shopping season is getting underway, including purchases of holiday lights and decorations. Shipments of decorations for the Halloween season had already run ahead of schedule. Learn more: ow.ly/rFvb50PWCQ8
Is the impact of sanctions on Russia's economy finally being felt after the Ukraine invasion? And how much of an impact on the Russian economy would bring Russia to the negotiating table? Listen to our latest podcast to learn more: ow.ly/smSe50PWCBp
Extreme weather events like droughts and floods also present risks to economies and supply chains. Our Purchasing Managers' Index and other economic data from surveys can pick up this impact. Learn more from our latest podcast: ow.ly/antT50PSURj
Our banking risk experts provide insight into events impacting the financial sector in emerging markets in October: ow.ly/cxLt50PSWgz
Supply chain activity has largely returned to normal, although uncertainties remain around corporate strategy, global trade policy, and environmental measures. Learn more about #supplychain trends to watch in Q4: ow.ly/tKqg50PRnft

We're watching two developments that pose potentially significant downside risks to our forecast of GDP growth in Q4: The UAW strike and a possible government shutdown. Read our US Weekly Economic Commentary: ow.ly/AT0w50PPpSB
US consumers are apparently feeling good about their financial security: Retail sales through August are consistent with very solid growth of real personal consumption expenditures (PCE) of 3.2% (annual rate) in Q3. What lies ahead for the economy? ow.ly/Hb9U50PNvNb

This year, Apple's iPhone and Watch updates came with important supply chain considerations focused on #sustainability. Our head of #supplychain research discusses them in our latest blog: ow.ly/PKug50PNlGp

The four-year contract between the United Auto Workers union, representing over 140,000 workers, and three major auto manufacturers will expire on Sept. 14. Our experts assess the potential impact of a strike in our latest blog: ow.ly/VPOc50PLaUO

For now, tailwinds are keeping the US economy moving ahead rapidly, but storm clouds on the horizon suggest that could change in the not-too-distant future. Learn more from our US Weekly Commentary: ow.ly/Fnc750PKhTr

Our midweek memo delivers insights from our experts around the world. Here's what you need to know now about the trend of #reshoring to Mexico:
Retailers are preparing for #Halloween sales earlier than ever, leading to earlier shipments of Halloween products. Read our blog to find out which costumes are among the most popular: ow.ly/arMa50PFu7l #supplychain

The rise in mortgage rates is definitely cooling US housing markets. This is most evident in existing home sales, which are down about a third from the peak in 2022. Our experts share their thoughts in our latest US Weekly Economic Commentary: ow.ly/hwcp50PFu0O

Sub-Saharan Africa has a potentially vital role in the global supply chain of critical minerals. We explore these challenges and opportunities in the latest episode of our Economics & Country Risk podcast: ow.ly/ic4650PF9i2 #criticalminerals #energytransition
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