US Economics Focus
Tariffs will not fix decades-long manufacturing decline
Commodities Focus
How the AI race will reshape global energy markets
Chief Economist's Note
Chinese overcapacity is a disinflationary gift and a geopolitical threat
Climate Economics Update
Trade truce lifts China’s green tech exports
Asset Allocation Update
What’s next for China’s financial markets?
Japan Economics Update
LDP election defeat points to looser fiscal policy in Japan
Australia & New Zealand Rapid Response
New Zealand Consumer Prices (Q2 2025)
FX Markets Weekly Wrap
Trump’s Fed feud threatens the dollar’s rebound
Canada Economics Weekly
Canada Weekly: Elevated core inflation a concern, for now
Africa Economics Weekly
Africa Weekly: Nigeria inflation, South Africa G20 & low inflation
Europe Commercial Property Update
Netherlands prime office rent performance to slow
UK Economics Weekly
UK Weekly: Hotter inflation will deter the Bank from cutting rates quicker
China Economics Weekly
China Weekly: Warmer US-China relations, foreigners staying away
US Rapid Response
US Uni. of Michigan Consumer Sentiment (Jul. 2025)
Europe Economics Update
Politics holding back banking union
Emerging Europe Economics Weekly
Emerging Europe Weekly: Turkey’s return to easing, Trump’s threat to Putin
US Economics Weekly
US Weekly: Too early to celebrate limited tariff impacts
