India Economics Weekly

Coal India strike raises risk of power outages

Next week's three-day strike by workers at Coal India in dispute over wages raises the risk of power outages across the country, given that coal stocks are already at their lowest level this year...

UK Economics Rapid Response

UK GDP (Q2 2023 Final)

The final Q2 2023 GDP data release shows that the economy was a bit more resilient in the first half of this year than we previously thought. But other indicators suggest this is now fading. We still...

Australia & New Zealand Economics Weekly

RBA to tighten policy as upside risks dominate

Data released this week have been a mixed bag, which means that the RBA's policy decision next week will once again come down to the wire. With job vacancies falling and household cash flows starting...

Japan Economics Rapid Response

Japan Industrial Production, Retail Sales & Labour Market (Aug. 23)

Latin America Economics Update

What’s behind Brazil’s recent economic resilience?

The drivers of Brazil’s recent period of rapid growth seem to be the subject of a heated debate at the central bank – and policymakers’ conclusions will play a big role in determining the pace and...

Middle East Economics Weekly

Egypt election, Dubai debts, CE Spotlight

The confirmation that Egypt’s presidential election has been moved forward to December is likely to keep the policy shift toward economic orthodoxy on pause for the time being. Our best guess now is...

Emerging Europe Economic Outlook

Recoveries across CEE, but Russia and Turkey to slow

Russia and Turkey have outperformed the rest of the region this year amid support from loose policy, but both economies look set for a slowdown in 2024 while recoveries take shape across Central and...

US Rapid Response

GDP (Q2 3rd Estimate & Comprehensive Revision)

Emerging Markets Economic Outlook

Leading the shift towards monetary easing

Aggregate EM GDP held up better than we had expected over the first half of the year, but we think that a phase of softer growth lies in store over the coming quarters. Our near-term GDP growth...

Latin America Chart Pack

Latin America Chart Pack (Sep. 2023)

Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to...

Emerging Europe Economics Rapid Response

Economic Sentiment Indicators (Sep.)

The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a mixed bag in September and our regional GDP-weighted measure edged down slightly, but the survey is...

Europe Rapid Response

EC Survey (September)

The weak outturn for the euro-zone’s EC Economic Sentiment Indicator (ESI) in September supports our view that the economy will contract in Q3. But the rise in the employment expectations and firms’...

China Chart Pack

China Chart Pack (Sep. 2023)

Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy is regaining some momentum after stalling during the summer. A step up in policy...

Middle East Chart Pack

Middle East & North Africa Chart Pack (Sep. 23)

After a sharp slowdown this year, GDP growth across the Middle East and North Africa will improve in 2024 as OPEC+ starts to raise its output quotas and high oil prices allow the Gulf economies to...

Australia & New Zealand Rapid Response

Australia Retail Sales (Aug.)

Retail sales lost some momentum in August. However, with sales volumes still running above their pre-pandemic trend, that shouldn’t stop the RBA for hiking its cash rate by another 25bp.