Global Economics Update Global industry set for gradual recovery The latest data suggest that global industry may be coming back to life. Much of the improvement so far has related to China, where policy will continue to support domestic production. But falling... 19th March 2024 · 4 mins read
Event Drop-In: Global Economic Outlook – Inflation, growth, policy 1712844000 Our senior economist team will be introducing the key takeaways from our latest Global Economic Outlook in a 20-minute online briefing on Thursday, 11th April.
Europe Economics Focus Germany will be stuck in the slow lane The recent weakness of Germany’s economy is partly due to temporary factors which should ease this year. However, demographic and structural headwinds, partly driven by global fragmentation, mean the... 19th March 2024 · 21 mins read
Event EM Drop-In: After the big vote – India’s macro and markets outlook 1712822400 In a big year for elections, this is the biggest.
Latin America Rapid Response Chile GDP (Q4 2023) The 0.1% q/q rise in Chilean GDP confirms that the economy had a stop-start recovery over the course of last year, but we think that it will make more solid gains over the course of 2024. Our growth... 18th March 2024 · 2 mins read
Emerging Asia Economics Update Would Vietnam win a second trade war? Donald Trump’s threat to impose a blanket 10% tariff on all US imports would hit Vietnam hard. But provided they were accompanied by a 60% tariff on all imports from China (as Trump has also threated)... 18th March 2024 · 3 mins read
US Economics Weekly Fed to stress caution amid inflation uncertainty We still expect the Fed to cut interest rates in June, although we don’t expect officials to provide a strong steer either for or against at next week’s FOMC meeting. The updated Summary of Economic... 15th March 2024 · 5 mins read
Europe Economic Outlook ECB rate cuts will do little to boost growth The euro-zone will remain close to recession until the second half of this year and the subsequent recovery is likely to be weak. Household real incomes will pick up only slowly and consumers will be... 15th March 2024 · 21 mins read
US Rapid Response US Industrial Production (Feb. 2024) In line with the rebound in retail sales, manufacturing output was boosted in February by the unwinding of the hit from the winter snowstorms that weighed on production in January. Even as that boost... 15th March 2024 · 2 mins read
Emerging Asia Economics Weekly Taiwan: strong growth, but falling inflation Despite the booming economy, inflation in Taiwan has been falling back in recent months. Accordingly, we expect the central bank (CBC) to leave interest rates unchanged at its meeting on Thursday. 15th March 2024 · 7 mins read
India Economics Weekly #3 in 2026 The key takeaway from our Q2 Outlook is that, while growth is likely to slow a touch, India will remain a global outperformer over the coming years. That will set the stage for India to overtake Japan... 15th March 2024 · 4 mins read
Australia & New Zealand Economics Weekly Australia’s sensitivity to Chinese demand rising again Easing trade tensions and the relative resilience of iron ore prices relative to prices of fossil fuels have once again lifted China’s importance as a destination for Australia’s exports over the last... 15th March 2024 · 6 mins read
Long Run Update Are weight loss drugs a game-changer? There are so many uncertainties that it remains unwise to get carried away by the potential economic boost from the latest wave of weight loss drugs. Nonetheless, if use of the drugs continues to grow... 14th March 2024 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Mar. 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in the region slowed to a crawl at the end of last year and, while a recovery will... 13th March 2024 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (March 2024) Our Global Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data indicate some improvement in industry at the start of this year. But this... 13th March 2024 · 0 mins read
India Economic Outlook World-beating growth set to continue India retained its title as the world’s fastest-growing major economy last year and we expect further strong growth over the coming years. That would put India on course to become the world’s third... 13th March 2024 · 20 mins read