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Latin America Economics Weekly Latin America Weekly: Another week, another tariff, Chile’s hawks Some major Latin American economies look among the most exposed to the steel and aluminium tariffs (Mexico and Brazil) and reciprocal tariffs (Argentina and Brazil) announced by US President Trump... 14th February 2025 · 6 mins read
India Economics Weekly India Weekly: What we learnt from the Modi-Trump meeting India would appear to be one of the most exposed countries worldwide to a US reciprocal tariff. But concessions made in the meeting between PM Modi and President Trump this week raise hope that India... 14th February 2025 · 4 mins read
Emerging Europe Economics Update Russia: growth has peaked but war adds to uncertainty GDP growth in Russia came in stronger than most expected last year at 4.1%, but this was accompanied by significant overheating and policymakers lost control of inflation. We think the period of rapid... 13th February 2025 · 4 mins read
US Rapid Response US PPI (Jan 2025) Final demand PPI increased by a bigger-than-expected 0.4% m/m, but the components that feed into the Fed’s preferred PCE price measure were, on the whole, very tame. As a result, we now estimate that... 13th February 2025 · 2 mins read