China Rapid Response
China Activity & Spending (Jan. & Feb. 2025)
Podcast
What to make of US recession fears, a Fed preview, our long-term global macro outlook and more
FX Markets Weekly Wrap
FX Weekly: Dollar stabilises ahead of FOMC
Africa Economics Weekly
Africa Weekly: SA’s Budget compromise, metals tariff concerns
UK Economics Weekly
UK Weekly: Public sector productivity, the BoE and tariffs (again)
Latin America Economics Weekly
Latin America Weekly: Copom’s conundrum, Argentina & the IMF
Canada Economics Weekly
Canada Weekly: Tariffs cause headache for the Bank of Canada
Commodities Weekly
Commodities Weekly: Metals tariffs in full effect; oil faces demand headwinds
US Economics Weekly
US Weekly: The tariffs will continue until sentiment improves
China Economics Weekly
China Weekly: Investors giving up on further monetary easing
Emerging Europe Economics Weekly
Emerging Europe Weekly: Ukraine ceasefire talks, Romania’s political risks
US Rapid Response
Uni. Of Michigan Consumer Sentiment (Mar. 2025)
Canada Rapid Response
Canada Manufacturing Sales & Wholesale Sales (Jan. 2025)
Europe Economics Weekly
Europe Weekly: How big a boost from defence?
Asia Economics Weekly
Duterte in the dock, Korea’s welcome workforce shift
India Economics Weekly
India Weekly: Three risks to the outlook
Capital Daily
Is the yen due a breather?
