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Latin America Weekly: Lat Am in Trump’s firing line, good news on inflation

Latin America Economics Weekly

Latin America Weekly: Lat Am in Trump’s firing line, good news on inflation

EM - Egypt

Drop-In: EM financial risk update – The state of sovereign, bank and FX vulnerabilities

India

Drop-In: India in Trump’s firing line – What’s at stake for the economy and markets

ANZ

ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts

Fed Reserve

Central Bank Drop-In: Unpacking the Fed, ECB and Bank of England September meetings

EM - Turkey

Drop-In: Turkey’s policy U-turn: back on track?

Global economy

Drop-In: Global macro and market risks to watch in 2025’s final stretch

US Tariffs

US Drop-In: Are higher tariff rates fuelling inflation – and how should the Fed respond?

Japan

Drop-In: Is Japan’s fiscal situation reaching a breaking point?

US Weekly: Trump shifts focus back to trade and tariffs

US Economics Weekly

US Weekly: Trump shifts focus back to trade and tariffs

UK Weekly: Past the worst?

UK Economics Weekly

UK Weekly: Past the worst?

Canada Rapid Response

Canada Labour Force Survey (Jun 2025)

Commodities Weekly: Oil market is slightly parched at best; clarity on copper tariffs

Commodities Weekly

Commodities Weekly: Oil market is slightly parched at best; clarity on copper tariffs

China Weekly: Tackling overcapacity will require demand-side stimulus

China Economics Weekly

China Weekly: Tackling overcapacity will require demand-side stimulus

Podcast

'Tariff Man' returns, US-China diverging price risks – and is AI triggering a jobs bloodbath?

Europe Weekly: Euro-zone economy benefiting from tariffs

Europe Economics Weekly

Europe Weekly: Euro-zone economy benefiting from tariffs

Growth and trade risks to weigh on Mexican markets

Bonds & Equities

Growth and trade risks to weigh on Mexican markets

India Weekly: Falling inflation, trade uncertainty, equity underperformance

India Economics Weekly

India Weekly: Falling inflation, trade uncertainty, equity underperformance