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“Semiconductor” tariffs threaten more than just chips

China Economics Weekly

“Semiconductor” tariffs threaten more than just chips

Europe Weekly: More US tariff threats; construction sector

Europe Economics Weekly

Europe Weekly: More US tariff threats; construction sector

Emerging Europe Weekly: Trump-Putin meeting, chip tariffs, hawkish CNB

Emerging Europe Economics Weekly

Emerging Europe Weekly: Trump-Putin meeting, chip tariffs, hawkish CNB

Commodities Weekly: Trump tees up a fresh twist for the oil market

Commodities Weekly

Commodities Weekly: Trump tees up a fresh twist for the oil market

The case for a dollar rebound despite that payrolls shock

FX Markets Update

The case for a dollar rebound despite that payrolls shock

Asia Weekly: Trump targets pharma, chips and India

Asia Economics Weekly

Asia Weekly: Trump targets pharma, chips and India

India Weekly: India caught in the US-Russia crossfire

India Economics Weekly

India Weekly: India caught in the US-Russia crossfire

ANZ Weekly: Productivity growth picking up in New Zealand

Australia & New Zealand Economics Weekly

ANZ Weekly: Productivity growth picking up in New Zealand

Japan Weekly: Weaker bonus growth won’t prevent further rate hikes

Japan Economics Weekly

Japan Weekly: Weaker bonus growth won’t prevent further rate hikes

US Rapid Response

Miran a good pick for the Fed

Latin America Rapid Response

Mexico Interest Rate Announcement (Aug.)

We still expect the BoE to cut further and gilt yields to fall

Capital Daily

We still expect the BoE to cut further and gilt yields to fall

US tariffs just one of German carmakers’ problems

Europe Economics Update

US tariffs just one of German carmakers’ problems

Is the economy already benefitting from an AI boom?

US Economics Update

Is the economy already benefitting from an AI boom?

Norges Bank easing cycle will be slow and short

Europe Economics Update

Norges Bank easing cycle will be slow and short

Riyadh Skyline at Night

Middle East & North Africa Economics Weekly

MENA Weekly: Saudi’s austere turn, CBE Monetary Policy Report takeaways

UK Commercial Property Valuation Monitor

UK Commercial Property Valuation Monitor (Q3 25)

Rates cut to 4.00%, but BoE appears in no rush to cut again soon

UK Economics Update

Rates cut to 4.00%, but BoE appears in no rush to cut again soon