Capital Daily
Whither the “Trump-trade” post-Biden?
US Chart Pack
US Chart Pack (July 2024)
UK Housing Market Outlook
Housing market to surpass expectations in 2025
Climate Economics Update
China green exports hit a new record high
US Drop-In: After Biden – Macro and market risks as the election race takes a twist
Emerging Europe Rapid Response
Poland Activity Data (Jun.)
China Rapid Response
China Policy Rates (Jul. 2024)
Africa Economics Update
S. Africa and the impact of upcoming pension reform
US Rapid Response
Trump still favourite, as Biden withdraws
Africa Economics Weekly
Nigeria spending, SA investment, SARB to cut soon
FX Markets Weekly Wrap
What to make of Trump and the dollar
Podcast
The global IT outage, China’s growth and reform struggles, an update on the inflation battle and more
Canada Economics Weekly
CPI data just about clear path for another rate cut
China Economics Weekly
Services-led slowdown, Third Plenum signals
US Economics Weekly
Shelter disinflation adds to case for September rate cut
Capital Daily
Assessing two threats to Japan’s stock market
Global Economics Rapid Response
First thoughts on the global IT outage
