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Tariffs

Global Economics Update

Trump shock: What to expect next on tariffs

Podcast

Special: Trump's reciprocal tariffs, China strikes back and a hellish week for markets

Sorting through the post-liberation mess in currencies

FX Markets Weekly Wrap

Sorting through the post-liberation mess in currencies

US Weekly: Republicans need to get with the recycling program

US Economics Weekly

US Weekly: Republicans need to get with the recycling program

Taking stock of the market fall-out

Capital Daily

Taking stock of the market fall-out

Oil’s slide and what it means for the Gulf

Middle East & North Africa Economics Update

Oil’s slide and what it means for the Gulf

China Weekly: China reciprocates, renminbi weakens, Shein on top

China Economics Weekly

China Weekly: China reciprocates, renminbi weakens, Shein on top

Emerging Europe Weekly: Tariffs will put a big dent in the CEE recovery

Emerging Europe Economics Weekly

Emerging Europe Weekly: Tariffs will put a big dent in the CEE recovery

Canada Weekly: Outlook still gloomy despite tariff relief

Canada Economics Weekly

Canada Weekly: Outlook still gloomy despite tariff relief

Tariffs

Latin America Economics Weekly

Latin America Weekly: Getting off relatively lightly

Trump tariffs

Africa Economics Weekly

Africa Weekly: Trump tariffs, SA Budget and GNU instability

US Employment Report (Mar. 2025)

US Rapid Response

US Employment Report (Mar. 2025)

Canada Rapid Response

Canada Labour Force Survey (Mar 2025)

Asia Weekly: Estimating the shock to growth in Asia

Asia Economics Weekly

Asia Weekly: Estimating the shock to growth in Asia

China hits back, hard

China Economics Update

China hits back, hard

Europe Weekly: Trump tariff shock heightens risks

Europe Economics Weekly

Europe Weekly: Trump tariff shock heightens risks

UK Weekly: Trump’s tariffs not a game changer for the UK

UK Economics Weekly

UK Weekly: Trump’s tariffs not a game changer for the UK

Commodities Weekly: OPEC+ surprise adds fuel to oil market fire

Commodities Weekly

Commodities Weekly: OPEC+ surprise adds fuel to oil market fire