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Lessons from a drama-filled week in Trumpland, China upends the EM development model and more

Payrolls may be the start of some more pain for Treasuries

Capital Daily

Payrolls may be the start of some more pain for Treasuries

US Weekly: The art of the deal

US Economics Weekly

US Weekly: The art of the deal

Canada economy

Canada Economics Weekly

Canada Weekly: Trump aggression sparks long-term re-think

FX Weekly: Tariff relief may prove fleeting for currency markets

FX Markets Weekly Wrap

FX Weekly: Tariff relief may prove fleeting for currency markets

Ramaphosa

Africa Economics Weekly

Africa Weekly: SA SONA: Growth, fiscal discipline and Trump

UK Weekly: Doubting the Bank’s higher inflation forecast

UK Economics Weekly

UK Weekly: Doubting the Bank’s higher inflation forecast

US Rapid Response

Uni. Of Michigan Consumer Sentiment (Feb. 2025)

Emerging Europe Weekly: Hawks flying in CEE, growing pressure on the CBR?

Emerging Europe Economics Weekly

Emerging Europe Weekly: Hawks flying in CEE, growing pressure on the CBR?

Javier Milei

Latin America Economics Weekly

Latin America Weekly: Tariffs paused, Milei & the cepo

Canada Rapid Response

Canada Labour Force Survey (Jan. 2025)

US Employment Report (Jan. 2025)

US Rapid Response

US Employment Report (Jan. 2025)

Commodities Weekly: Frothy coffee?; EU gas woe; "Max pressure", little impact

Commodities Weekly

Commodities Weekly: Frothy coffee?; EU gas woe; "Max pressure", little impact

Commodities Drop-In: Trump, tariffs and the commodities markets impact

Europe Weekly: Euro-zone wage growth set to ease significantly

Europe Economics Weekly

Europe Weekly: Euro-zone wage growth set to ease significantly

Estimates of neutral policy rate won’t tie ECB’s hands

Europe Economics Update

Estimates of neutral policy rate won’t tie ECB’s hands

Drop-In: US-China tariffs rollback – Does this mark a lasting ceasefire in the trade war?

Asia Drop-In: Korea’s election – An economic turning point?