Africa Economics Update South Africa activity remains bumpy The South African activity data for August showed that the retail sector is struggling, but it looks like the economy will post reasonable growth in the third quarter on the back of rising output in... 15th October 2025 · 2 mins read
Africa Economics Update What to watch out for as Côte d’Ivoire votes? Côte d’Ivoire’s presidential election is just a few weeks away and, while incumbent President Ouattara looks set to retain office, democratic backsliding raises the risk that unrest breaks out around... 13th October 2025 · 4 mins read
Africa Economics Weekly Kenya-Angola fiscal worries, Cocoa Price, Uganda GDP Angola joined Kenya this week in tapping the dollar bond market, but both countries continue to face fiscal consolidation challenges, meaning sovereign default concerns will linger. Meanwhile, Côte d... 10th October 2025 · 5 mins read
Global Economic Outlook US leads, others lag, in uneven global economy The global economy will grow by a solid yet unspectacular 3% in 2026-27, but the sources of growth are becoming increasingly unbalanced. The US will be the best performing major advanced economy, as... 2nd October 2025 · 45 mins read
Emerging Markets Economic Outlook Slower growth to trigger more rate cuts EM growth has been resilient to US import tariffs, but headwinds from fiscal tightening, softer labour markets and (for some) lower commodity prices will drag growth down over the coming year. Most of... 30th September 2025 · 26 mins read
Africa Chart Pack Africa Chart Pack (Sep. 25) Growth across Sub-Saharan Africa is set to pick up over the next couple of years helped by a more stable macro environment, lower inflation and looser monetary policy, with many central banks set to... 30th September 2025 · 0 mins read
Africa Economics Weekly AGOA expiry looms, Taiwan chips curbs, Nigeria GDP The African Growth and Opportunities Act (AGOA) is set to expire on Tuesday and, while this would deal only a modest blow at a macro level, it would mark yet another way in which the US is disengaging... 26th September 2025 · 5 mins read
Africa Economic Outlook Looser monetary policy, stronger growth Growth across Sub-Saharan Africa is set to pick up over the next couple of years helped by a more stable macro environment, lower inflation and looser monetary policy, with many central banks set to... 26th September 2025 · 19 mins read
Africa Economics Weekly South Africa pauses easing cycle, Angola starts its The South African Reserve Bank’s decision to leave the repo rate unchanged looks like a pause rather than a halt in the monetary easing cycle. We expect inflation expectations to trend lower from here... 19th September 2025 · 6 mins read
Africa Economics Update South Africa made a bumpy start to Q3 July’s activity data showed that South Africa’s start to Q3 was a bumpy one, with retail sales and mining output surging at the same time that the manufacturing sector hit fresh difficulties. We... 17th September 2025 · 2 mins read
Africa Rapid Response South Africa Consumer Prices (Aug. 25) South Africa’s weaker-than-expected headline inflation reading of 3.3% y/y for August reinforces our belief that the Reserve Bank’s monetary easing cycle has longer to run. We expect an interest rate... 17th September 2025 · 2 mins read
Africa Economics Focus Can Nigeria put its public finances on a stable footing? Nigeria policy shift has led to success in monetary policy reform and a stronger balance of payments position. But reforms have so far fallen short is reining in the large budget deficit. While non... 9th September 2025 · 15 mins read
Africa Rapid Response South Africa GDP (Q2 2025) South Africa’s economy expanded by 0.8% q/q in the second quarter of the year, an acceleration on the muted 0.1% expansion in Q1, raising hopes that the recovery is back on track. We expect further... 9th September 2025 · 2 mins read
