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Research and analysis across business, economics, artificial intelligence and technology

Publications & Reports

Research that makes complex systems easier to understand.

Explore our research publications and reports on business, economics, technology, infrastructure and global trade.

About our publications

A focused collection of published research.

This page brings together Trimline Research publications in one place. Use each summary to choose a topic, then select the concise brief or the full research note.

Clear explanation Charts and figures Source references

Research publications

Explore current research

Seven additional publications across technology, currencies, macroeconomics, energy, commodities, infrastructure and global trade.

Gold bars in a central bank vault illustrating real rates and reserve diversification 07

Currencies & Macroeconomics

Rethinking Gold’s Rally

Gold can rise during both inflation and recession fears. This note examines the real-rate mechanism, central-bank reserve diversification and the limits of the inflation-hedge story.

Brief: 8 min Full note: 30 min
Advanced semiconductor manufacturing equipment used to produce leading-edge chips 06

Technology & Artificial Intelligence

The Chip Only Three Companies Can Build

Every phone, car and AI model depends on leading-edge semiconductors that only a handful of companies can manufacture—and on critical machines built by one supplier.

Brief: 5 min Full note: 25 min
Editorial image for The Yen Paradox 01

Currencies & Macroeconomics

The Yen Paradox

Why Japan’s currency can keep weakening even while the country remains one of the world’s largest creditor economies.

Brief: 7 min Full note: 19 min
Editorial image for The Price of Cheap Power 03

Energy & Infrastructure

The Price of Cheap Power

A low retail electricity price does not necessarily reflect the full cost of generating, maintaining and delivering power.

Brief: 4 min Full note: 13 min
Coffee, tea and agricultural supply-chain research materials 04

Commodities & Global Trade

Why Coffee Costs More Than Tea

Labour, processing, climate exposure, trade history and the way value is distributed across each supply chain all influence the price consumers ultimately pay.

Brief: 4 min Full note: 16 min
Busy international airport terminal with aircraft, passengers, cargo and ground operations 05

Infrastructure & Global Trade

Airports Don’t Just Make Money From Airplanes

The modern airport is a transport system, commercial property portfolio and freight node at the same time. The runway creates the flow; the business is what gets built around it.

Brief: 5 min Full note: 13 min

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Read the complete research notes.

Browse all eight publications and choose either the concise brief or the full research note with charts, figures and source references.

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