
China Economics Weekly
“Semiconductor” tariffs threaten more than just chips

Europe Economics Weekly
Europe Weekly: More US tariff threats; construction sector

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

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

FX Markets Update
The case for a dollar rebound despite that payrolls shock

Asia Economics Weekly
Asia Weekly: Trump targets pharma, chips and India

India Economics Weekly
India Weekly: India caught in the US-Russia crossfire

Australia & New Zealand Economics Weekly
ANZ Weekly: Productivity growth picking up in New Zealand

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.)

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

Europe Economics Update
US tariffs just one of German carmakers’ problems

US Economics Update
Is the economy already benefitting from an AI boom?

Europe Economics Update
Norges Bank easing cycle will be slow and short

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)
