
Japan Economics Focus
Rental growth will continue to lag income growth

China Rapid Response
China PMIs (Jul. 2024)

Capital Daily
We doubt the US economy will stall the equity rally for long

FX Markets Weekly Wrap
Recession fears and the dollar, lessons from 2020 & 2023

Canada Economics Weekly
GDP growth to disappoint the Bank

US Economics Weekly
Labour market cracks raise risk of hard landing
Podcast
Payrolls fallout – The spectre of US recession haunts the stock market

Africa Economics Weekly
Nigeria ways & means, Ethiopia devaluation, SA PMI
FX Markets Chart Pack
FX Markets Chart Pack (Jul. 2024)

UK Economics Weekly
Doubting the BoE’s hawkish tilt

Latin America Economics Weekly
Venezuela: rig and repress

Emerging Europe Economics Weekly
Geopolitical tensions ratchet up risks for Israel
China Chart Pack
China Chart Pack (Jul. 24)

Commodities Weekly
Oil prices rise on Middle East conflict, cut down by US

US Rapid Response
Employment Report (Jul.)

China Economics Weekly
Investment still the preferred policy lever to pull

Europe Economics Weekly
September cut still likely; Germany-Spain divergence
