Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: India Economic Outlook Economy to cool, but outperformance to continue After a very strong 2025, economic growth in India is likely to slow in 2026 and 2027 in the face of punitive US tariffs. But they could get rolled back and, even if they don’t, India will remain a... 9th December 2025 · 17 mins read Emerging Europe Economics Update Poland: long end yields may rise, despite more rate cuts Poland’s monetary easing cycle has dragged down short-term government bond yields, but unlike in past cycles, long-term yields haven’t come down very far. Even with the policy rate now likely to fall... 8th December 2025 · 4 mins read Chief Economist's Note Key risks for 2026: What could go wrong (and right) next year? Last week I outlined the key macro themes that are likely to shape the global economy in 2026. This week I tackle a question that has come up frequently in subsequent client meetings: What are the key... 8th December 2025 Latin America Economics Weekly Brazil’s consumer slowdown, the “Trump Corollary” GDP data from Brazil released this week showed that the economy slowed in Q3 - a trend we expect to continue into 2026. While the Selic rate is all but certain to be left on hold on Wednesday, the... 5th December 2025 · 7 mins read Pagination Previous … Page 200 Page 201 Page 202 Page 203 Current page 204 Page 205 Page 206 Page 207 Page 208 … Next
India Economic Outlook Economy to cool, but outperformance to continue After a very strong 2025, economic growth in India is likely to slow in 2026 and 2027 in the face of punitive US tariffs. But they could get rolled back and, even if they don’t, India will remain a... 9th December 2025 · 17 mins read
Emerging Europe Economics Update Poland: long end yields may rise, despite more rate cuts Poland’s monetary easing cycle has dragged down short-term government bond yields, but unlike in past cycles, long-term yields haven’t come down very far. Even with the policy rate now likely to fall... 8th December 2025 · 4 mins read
Chief Economist's Note Key risks for 2026: What could go wrong (and right) next year? Last week I outlined the key macro themes that are likely to shape the global economy in 2026. This week I tackle a question that has come up frequently in subsequent client meetings: What are the key... 8th December 2025
Latin America Economics Weekly Brazil’s consumer slowdown, the “Trump Corollary” GDP data from Brazil released this week showed that the economy slowed in Q3 - a trend we expect to continue into 2026. While the Selic rate is all but certain to be left on hold on Wednesday, the... 5th December 2025 · 7 mins read
