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... 28th September 2023 · 1 min read
Middle East & North Africa 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... 28th September 2023 · 1 min read
Europe Economic Outlook ECB to keep policy tight despite weak economy We expect the euro-zone economy to struggle over the next 18 months, and a mild recession in the coming quarters looks more likely than not. Lower energy prices and improved global supply chain... 27th September 2023 · 31 mins read
Canada Economic Outlook Economy buckling under weight of high interest rates We expect another few quarters of near-zero GDP growth to lead to an annual gain of just 0.7% next year. Even with higher oil prices, the weakness of economic growth leaves scope for CPI inflation to... 26th September 2023 · 14 mins read
Middle East & North Africa Economic Outlook Growth prospects for 2024 improving 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... 25th September 2023 · 20 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (September 2023) Our Emerging Markets Chart Pack has been updated with the latest data and our analysis of recent developments. Although EM growth held up well in H1, growth will disappoint over the coming quarters... 22nd September 2023 · 1 min read
China Economics Weekly Foreigners staying away, consumers perking up When officials launched the “Invest in China” campaign in March, they had hoped 2023 would be the year in which foreign investment came roaring back, supported by the removal of COVID restrictions... 22nd September 2023 · 6 mins read
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... 22nd September 2023 · 20 mins read
Middle East & North Africa Economics Weekly Egypt’s presidential election, GCC debt, Morocco-IMF Speculation is mounting that Egypt may bring forward its presidential election, which would go some way towards explaining policy paralysis around the pound. If this persists and a de facto peg is... 21st September 2023 · 6 mins read
India Chart Pack India Chart Pack (Sep. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy is showing signs of coming off the boil, and core inflation is moderating. However... 20th September 2023 · 1 min read
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... 19th September 2023 · 3 mins read
Canada Economics Weekly No sign of immigration slowdown as opinion shifts A recent poll suggests that Canadians are growing sceptical of the government’s high immigration targets. Whether policy shifts or not, it is inevitable that net immigration will eventually slow from... 15th September 2023 · 5 mins read
Europe Economics Weekly China EV investigation, ECB done with hikes The European Commission’s decision to launch an investigation into Chinese EV subsidies underlines policymakers’ resolve to slow China’s rapid ascent in the market. But any measures taken are unlikely... 15th September 2023 · 6 mins read
Emerging Europe Economics Weekly Russia-North Korea friendship, CEE external positions President Putin and North Korean leader Kim Jong Un strengthened their relationship this week, but we doubt the discussions will yield any meaningful benefits for Russia's economy or materially boost... 15th September 2023 · 6 mins read
Middle East & North Africa Economics Update Addressing key questions from our Egypt drop-in Yesterday, we hosted a Drop-in webinar taking a closer look at the state of play in Egypt and whether the country can get its IMF deal back of track. You can view on-demand here. This Update addresses... 14th September 2023 · 4 mins read