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Drop-In: Global Economic Outlook – Recovery signs clouded by political uncertainty

We think much of the weakness in EM FX has run its course

Capital Daily

We think much of the weakness in EM FX has run its course

The consequences of falling fertility rates

Long Run Focus

The consequences of falling fertility rates

US Chart Pack

US Chart Pack (June 2024)

CAP: Growth slows but near-term prospects still good

China Activity Monitor

CAP: Growth slows but near-term prospects still good

Q&A on French election: politics, economics, markets

Europe Economics Update

Q&A on French election: politics, economics, markets

Mexico Bi-Weekly CPI (Jun. 2024)

Latin America Rapid Response

Mexico Bi-Weekly CPI (Jun. 2024)

Deficits don’t matter – until the bond market decides that they do

Chief Economist's Note

Deficits don’t matter – until the bond market decides that they do

central bankers

Global Economics Update

Where we stand after June monetary policy meetings

Poland Activity Data (May)

Emerging Europe Rapid Response

Poland Activity Data (May)

Germany Ifo Survey (June 2024)

Europe Rapid Response

Germany Ifo Survey (June 2024)

Podcast

Bond markets in election season, the stock market bubble, India economic outlook and more

Bank leaves its options open

Canada Economics Weekly

Bank leaves its options open

PBoC

China Economics Weekly

PBOC: Don’t worry about the weakness of credit

Euro-zone PMIs point to lower bund yields and a weak euro

Capital Daily

Euro-zone PMIs point to lower bund yields and a weak euro

Greenback broadly flat as DM easing cycle gathers pace

FX Markets Weekly Wrap

Greenback broadly flat as DM easing cycle gathers pace

Argentina’s IMF review, cautious central banks

Latin America Economics Weekly

Argentina’s IMF review, cautious central banks

South Africa Parliament

Africa Economics Weekly

SA GNU reform challenge, Kenya tax U-turn