International Trade & Balance of Payments
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...
Australia & New Zealand Economic Outlook
Downturn will prompt policy easing next year
Both economies have dodged a recession so far, but we still consider it more likely than not that output will shrink across the second half of the year. With inflation softening and labour markets...
Emerging Markets Economics Update
Higher oil prices not the biggest threat to EM inflation
The rise in oil prices, and upwards revision to our 2024 oil price forecast, will have only a small impact on EM inflation and won’t stop it from falling further. The much bigger upside risks to our...