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An ‘American Carnage’ sequel? Another big year for US stocks, Keir Starmer's AI dreams and more

FX Weekly: Currency calm before Trump’s tariff storm hits?

FX Markets Weekly Wrap

FX Weekly: Currency calm before Trump’s tariff storm hits?

Recent stock market patterns may not set the tone for 2025

Capital Daily

Recent stock market patterns may not set the tone for 2025

Africa

Africa Economics Weekly

Africa Weekly: Weak rand and the SARB, Ghana and Nigeria inflation

Canada Weekly: The disunited provinces of Canada

Canada Economics Weekly

Canada Weekly: The disunited provinces of Canada

Javier Milei

Latin America Economics Weekly

Latin America Weekly: Argentina’s peso risk, Sheinbaum’s Made in Mexico plan

US Weekly: Near-term inflation outlook improves

US Economics Weekly

US Weekly: Near-term inflation outlook improves

UK Weekly: The surprising coming shift in UK/US yields

UK Economics Weekly

UK Weekly: The surprising coming shift in UK/US yields

US Rapid Response

Industrial Production (Dec. 2024)

Commodities Weekly: Commodities caught in the geopolitical crossfire

Commodities Weekly

Commodities Weekly: Commodities caught in the geopolitical crossfire

US Housing Market Rapid Response

Housing Starts (Dec. 2024)

Are clouds forming over the UK property investment outlook?

UK Commercial Property Update

Are clouds forming over the UK property investment outlook?

Europe Weekly: Higher energy prices; good news on EZ consumption?

Europe Economics Weekly

Europe Weekly: Higher energy prices; good news on EZ consumption?

Asia Weekly: Korea’s political crisis, BI’s surprise cut, Trump and Asia

Asia Economics Weekly

Asia Weekly: Korea’s political crisis, BI’s surprise cut, Trump and Asia

chartbook

Global Economics Chart Pack

Global Economics Chart Pack (January 2025)

Euro-zone services disinflation will resume in 2025

Europe Economics Update

Euro-zone services disinflation will resume in 2025

China Weekly: US tightens export controls, births rise

China Economics Weekly

China Weekly: US tightens export controls, births rise

Israel map

Emerging Europe Economics Weekly

Emerging Europe Weekly: Israel-Hamas Ceasefire, CEE Forum