China Rapid Response
China Activity & Spending (Nov. 2024)
Podcast
Central bank policy pains, China’s pivot, the market bubble in 2025, geopolitics vs macro and more
FX Markets Weekly Wrap
Dollar still going strong as FOMC announcement nears
Emerging Europe Economics Weekly
Fall of Assad, new NATO spending target?
US Economics Weekly
Muted price data cements 25bp cut
Latin America Economics Weekly
Milei’s one-year anniversary, Brazil’s jumbo rate hike
Africa Economics Weekly
SA activity, naira gains to fade, Ghana election
Canada Economics Weekly
Attention to shift from monetary to fiscal policy
Asia Economic Outlook
Asia Outlook: More rate cuts coming
UK Economics Weekly
Why is the economy struggling so much?
Commodities Outlook
Weak market fundamentals; geopolitics the wildcard
Canada Rapid Response
Canada Manufacturing Sales & Wholesale Sales (Oct. 2024)
Capital Daily
How the yen might affect Japan’s stock market next year
Commodities Weekly
China policy support is not enough to lift prices
Europe Economics Weekly
ECB dovish; French politics; defence spending to rise?
China Rapid Response
China Bank Lending & Broad Credit (Nov.)
Asia Economics Weekly
Asia Weekly: Close call for the Bank of Thailand
