Emerging Europe Rapid Response
Israel Interest Rate Announcement (May)
US Economics Weekly
US Weekly: Fiscal package moves to the Senate
FX Markets Weekly Wrap
FX Weekly: Dollar falters as fiscal and trade policy concerns grow
Canada Economics Weekly
Canada Weekly: Markets overreacting to rise in core inflation in April
US Housing Market Rapid Response
US New Home Sales (Apr. 2025)
Podcast
Trump’s EU tariff threat, jittery bond markets, UK macro update, gold’s next steps and more
Latin America Economics Weekly
Latin America Weekly: Brazil’s robust Q1, Milei’s victory, Panama protests
India Economics Weekly
India Weekly: Windfall for the Finance Ministry, flash PMIs, Q1 GDP
Emerging Europe Economics Weekly
Emerging Europe Weekly: A brief sigh of relief in Romania, CEE wage growth
Europe Economics Weekly
Europe Weekly: Disagreement at the ECB but more cuts to come
Europe Rapid Response
Trump threat of 50% tariffs
Canada Rapid Response
Canada Retail Sales (Mar 2025)
UK Economics Weekly
UK Weekly: Inflation higher for longer; further tax rises incoming
Africa Economics Weekly
Africa Weekly: SA budget, SARB to cut, Transnet, Ramaphosa-Trump
China Economics Weekly
China Weekly: Exports still holding up, but online retailers under fire
Europe Economics Focus
Fiscal stimulus won’t fix Germany’s economy
Commodities Weekly
Commodities Weekly: $175 billion of bullion?; Kazakhstan is sorry not sorry
