Africa Economics
Drop-In: South Africa’s 2025 Budget – Fiscal risks, macro and market consequences
Drop-In: European growth risks rise – How will the ECB respond?
Global Drop-In: Long Run Outlook – The global economic order post-Trump
Drop-In: Trump, Putin, the Ukraine war and the European defence question
Drop-In: ‘Liberation Day’, the evolving Trump trade agenda and the global economy
Drop-In: Could the UK economy’s struggles derail the housing market recovery?
EM Drop-in: South Africa’s budget – Third time’s a charm
EM Drop-in: Romania and Poland elections – Gauging macro and market risks
Drop-In: China catch-up – Economic health check, tariffs and rerouting and more
Global Economics
Drop In: Global Inflation Watch - How US and EU inflation paths are diverging
Chief Economist's Note
Tariffs and AI – Why markets are being roiled by this year’s two dominant themes
Drop-In: Trump's tariffs hit – Gauging the global macro and market consequences
Podcast
Trump unleashes his tariffs - does a global trade war follow?
China Drop-In: Tariffs, AI and economic growing pains in the Year of the Snake
UK Drop-In: The Bank of England and the whiff of stagflation
