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: Chief Economist's Note The US, China and the Fractured Age Nobody knows where US tariff policy will ultimately land but one thing is starting to become clear: the Trump administration has China in its sights. The exemptions for various electronic goods... 14th April 2025 Australia & New Zealand Economics Update Weaker business confidence would force RBA’s hand While the recent drop in crude oil prices would lower inflation a bit, that drag will be more than offset by a boost from the weaker Australian dollar. The upshot is that barring a sharp fall in... 14th April 2025 · 3 mins read Europe Economics Update Safe haven flows to force SNB into action With the Swiss currency having experienced its largest two-week appreciation since the “Frankenshock” in 2015, the SNB may already have started selling francs in the FX market. We have a 25bp cut... 11th April 2025 · 4 mins read Emerging Europe Economics Weekly Emerging Europe Weekly: Trade war rollercoaster generating mixed pressures The 90-day pause on US “reciprocal tariffs” has reduced the scale of near-term downside risks to economic growth across Central and Eastern Europe. Meanwhile, Russia has managed to avoid being hit... 11th April 2025 · 7 mins read Pagination Previous … Page 367 Page 368 Page 369 Page 370 Current page 371 Page 372 Page 373 Page 374 Page 375 … Next
Chief Economist's Note The US, China and the Fractured Age Nobody knows where US tariff policy will ultimately land but one thing is starting to become clear: the Trump administration has China in its sights. The exemptions for various electronic goods... 14th April 2025
Australia & New Zealand Economics Update Weaker business confidence would force RBA’s hand While the recent drop in crude oil prices would lower inflation a bit, that drag will be more than offset by a boost from the weaker Australian dollar. The upshot is that barring a sharp fall in... 14th April 2025 · 3 mins read
Europe Economics Update Safe haven flows to force SNB into action With the Swiss currency having experienced its largest two-week appreciation since the “Frankenshock” in 2015, the SNB may already have started selling francs in the FX market. We have a 25bp cut... 11th April 2025 · 4 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Trade war rollercoaster generating mixed pressures The 90-day pause on US “reciprocal tariffs” has reduced the scale of near-term downside risks to economic growth across Central and Eastern Europe. Meanwhile, Russia has managed to avoid being hit... 11th April 2025 · 7 mins read
