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Industry Scenario Service: Powered by the Global Link Macro & Industry Model

Understand and mitigate risk, assess market opportunities, optimize your portfolio and build business resiliency

This service provides powerful scenarios, generated from our Global Link Industry Model (GLM-IM) and our Comparative Industry service, that provide actionable insights on which industries and geographies will most feel the consequences of an economic or geopolitical incident and which can withstand additional pressures.

We offer twelve scenarios a year (3 per quarter) that address the most pressing issues at play. Use the scenarios, data, and analysis to

  • Anticipate the impact of major policy and economic changes on your organization
  • Create your own growth story with consistency across supplier- and end-markets
  • Understand both top-down (macro to industry) and bottom-up (industry to macro) scenarios

Subscribers receive three scenario assumptions each quarter along with a full power point presentation describing the output and context of each scenario. Access scenario results in Connect, customize output views based on your interests, and export data to Excel or .CSV.

Trade war and tariff impacts Read our key findings from the US Protectionism Scenario
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Understanding the breakup of NAFTA

Recent scenarios delivered

  • Impact of US Protectionism (April 2018)
    Economic consequences of targeted protectionist measures implemented by the US
  • Boom & Bust (April 2018)
    Impact of faster growth in the US prompted by the accommodative fiscal packages on growth and monetary policy
  • Corporate debt crisis in China (February 2018)
    The domino effects of a rise in non-performing loans on the domestic financial sector from China’s corporate sector debt and resulting over-capacity
  • NAFTA breakup (February 2018)
    The impact for the USA, Mexico and Canada of a breakup of NAFTA
  • Impact of a cliff-edge Brexit (February 2018)
    The consequences of a slow negotiation on a cliff-edge Brexit

We will release future scenarios each quarter that address the most pressing issues impacting your organization.

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