The fall in the manufacturing PMIs out of Central and Eastern Europe (CEE) last month suggest that US tariffs may be holding back the region’s industrial sectors. Elsewhere, inflation pressures in...

Bola Tinubu marked his two year anniversary as Nigeria’s president this week by talking of new spending plans funded by foreign loans – which seems to be aimed in part at least at shoring up his...

China’s economy slowed in April. And although US tariffs have had a bigger impact on consumer confidence than export growth, broader external headwinds will drive down export growth later this year...

With imports slumping after President Trump imposed his tariffs in early April and consumer spending continuing to recover after this year’s unusually severe winter, we now forecast that after...