global economy

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Macroeconomic coverage

Capital Economics provides comprehensive global coverage spanning over 100 economies, key advanced and emerging market central banks, financial and commodity markets as well as the commercial and residential property sectors. 

Capital Economics provides clients with a consistent and comprehensive understanding of what's happening in the global economy and how it may affect their investment strategies. Our economist team publishes around 5,000 pieces of analysis each year ranging from timely responses to new data and developments to more in-depth coverage of key themes, trends and future developments. 

Click on the topics below to learn more and explore our latest coverage

Global Coverage

Asset Allocation

Global

Asset Allocation

Detailed analysis of the relative prospects for equities, bonds, commodities and commercial property. The service includes projected returns for major indices based on our economic and market forecasts and drawing heavily on our analysis of historical patterns and fundamental value.
Capital Daily

Global

Capital Daily

Timely market analysis based on the latest developments in the world’s major advanced and emerging economies. Capital Daily meets the demand for more frequent commentary and includes a section on key themes affecting markets, along with reviews and previews of important data and events.
Climate Economics

Global

Climate Economics

This dedicated coverage explains how economic and market forces are driving green transitions, how an increasingly-fractured global economy is hampering government cooperation, and which countries stand to lose out and to gain from climate change.
Emerging Market Economics

Global

Emerging Market Economics

From timely reactions to market developments to prescient deep dives into big picture issues such as the end of economic outperformance, this overview service provides insight into the cross-cutting themes and issues affecting emerging markets as a group.
FX Markets

Global

FX Markets

A service for investors who are either managing risk, or who are looking to enhance their returns by actively taking on foreign exchange risk, FX Markets offers in-depth coverage of more than 30 advanced and emerging market currencies, focusing on the underlying macroeconomic drivers of foreign exchange markets.
Global Economics

Global

Global Economics

This overview of the world economy provides analysis of individual countries and regions but its main focus is on wider implications and global themes. The service includes timely updates on global growth, trade and inflation and extensive economic and policy forecasts for the largest advanced and emerging economies.
Global Markets

Global

Global Markets

Detailed analysis and independent forecasts for global financial markets covering both advanced and emerging economies. This service includes forecasts for equities and for local currency and dollar-denominated sovereign and corporate bonds based on our economic views and analysis of fundamental value.
The Long Run

Global

The Long Run

In-depth, actionable insight into the issues that will shape the global economy and markets over the next 30 years. The service is dedicated to providing long-term analysis and forecasts for the global economy and financial, commodity and commercial property markets.

Country and Regional Coverage

Africa Economics

Regional

Africa Economics

Timely analysis of market developments and longer-term insight into economic growth, inflation, trade, currency and policy rate trends coupled with market forecasts for 15 Sub-Saharan African countries, including Nigeria, South Africa, Ethiopia, Uganda and Zambia.

Australia & New Zealand Economics

Regional

Australia & New Zealand Economics

In-depth economic analysis and independent forecasts for the economies and financial markets of Australia and New Zealand, with particular emphasis on how global events and commodities markets influence the two countries.

Canada Economics

Regional

Canada Economics

Detailed analysis and independent forecasts for Canada’s economy and financial markets, offering both rapid responses to new data and developments, and more in-depth coverage of key themes, current trends, and future developments.
China Economics

Regional

China Economics

Chinese-speaking economists in Singapore and London provide key insight into China’s economic development. With analysis informed by a close reading of official sources and backed by our China Activity Proxy, this service has a long track record of correctly forecasting economic and policy outcomes.

Emerging Asia Economics

Regional

Emerging Asia Economics

Timely responses to market developments and analysis of longer-term trends for economic growth, inflation, trade, currencies and policy rates, backed by independent market forecasts, for Emerging Asia’s most important economies, including Taiwan, Korea, Singapore, and Vietnam.

Emerging Europe Economics

Regional

Emerging Europe Economics

Timely responses to market developments coupled with analysis of longer-term trends for economic growth, inflation, trade, currencies and policy rates, backed by independent market forecasts, for 13 of the the region’s biggest economies, including Russia, Turkey, Poland, Ukraine, Czech Republic and Hungary but also Israel.
Europe Economics

Regional

Europe Economics

In-depth economic analysis and independent market forecasts for the euro-zone as a whole, and for its member states. From timely analysis of market developments to insight into longer-term issues, this service benefits from our Europe team’s close understanding of the political dynamics that shape the euro-zone’s economic and policy outcomes
India Economics

Regional

India Economics

This service offers in-depth analysis of the near to long-term issues facing India’s economic development. It provides both timely analysis of market developments and deep dive insight into the dynamics of India’s economic growth, inflation, trade, exchange rate, policy rate and bond yields.
Japan Economics

Regional

Japan Economics

Our Japan service provides detailed analysis and independent forecasts for its economy and financial markets, offering both rapid responses to new data and developments, and more in-depth coverage of key themes, current trends, and future developments.
Latin America Economics

Regional

Latin America Economics

Timely analysis of market developments and in-depth insight into long-term trends, backed by independent market forecasts, for Latin America’s nine biggest economies, including: Brazil, Mexico, Argentina, Colombia and Chile.

Middle East & North Africa Economics

Regional

Middle East & North Africa Economics

Our MENA service offers analysis of near to long-term economic trends coupled with independent market forecasts for the region’s 12 biggest economies, including: Saudi Arabia, Egypt, United Arab Emirates and Kuwait.

UK Economics

Regional

UK Economics

Analysis and independent forecasts for the UK economy and financial markets, offering both rapid responses to new data and developments, and more in-depth coverage of key themes, current trends, and long-term issues facing the UK economy.
UK Markets

Regional

UK Markets

Our dedicated UK Markets coverage builds on the UK Economics service by using economic drivers to analyse and forecast trends in the UK’s financial markets. The flagship UK Markets Outlook is at the heart of the service, providing detailed forecasts and discussion of the key drivers of markets and the risks that lie ahead.

US Economics

Regional

US Economics

Analysis and independent forecasts for the US economy and financial markets, offering both rapid responses to new data and developments, and more in-depth coverage of key themes, current trends, and long-term issues.

Commodities Coverage

Commodities Overview

Commodities

Commodities Overview

High-level coverage of all the most important commodities, with in-depth analysis and independent forecasts for Energy, Metals and Agriculturals, in addition to pan-commodity themes.
Energy

Commodities

Energy

Analysis and independent forecasts for a broad range of fuels, with a particular emphasis on crude oil, natural gas and coal prices.

Metals

Commodities

Metals

Analysis and independent forecasts for a range of precious and industrial metals including base metals, iron ore, steel, gold, silver and the platinum group.

Property Coverage

European Commercial Property

Property

European Commercial Property

Analysis and independent forecasts for the Eurozone and non-Eurozone Commercial Property sectors, including office, retail and industrial returns, based on our close understanding of the fundamentals of the 21 economies under coverage.

UK Commercial Property

Property

UK Commercial Property

Analysis and independent forecasts for the UK commercial property market, including office, retail and industrial returns, based on our close understanding of the economic fundamentals.

UK Housing

Property

UK Housing

Detailed analysis and independent forecasts for the UK housing market, with a particular emphasis on how economic and policy developments alter the prospects for housing.

US Commercial Property

Property

US Commercial Property

Analysis and independent forecasts for the US real estate market, based on our close understanding of the economic fundamentals. The service highlights future opportunities and challenges for investment and occupier markets, providing five-year forecasts for key sub-sectors and the 17 most important metros.

US Housing

Property

US Housing

Detailed analysis and independent forecasts for the US housing market, with a particular emphasis on how developments in the economy alter the prospects for housing.