China Chart Pack China Chart Pack (Aug. 2026) Our China Activity Proxy suggests that growth slowed sharply in July, reflecting disruptions to construction and industry from typhoons as well as the ongoing drag from weak fiscal spending. But... 28th August 2026 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (August 2026) The world economy has been resilient in the face of high energy prices. Outside the Gulf, global GDP growth looks to have been stable in Q2, as government support, saving buffers, and the AI boom have... 27th August 2026 · 1 min read
Latin America Chart Pack Latin America Chart Pack (August 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth in Latin America last quarter was a mixed bag, with Colombia the region’s... 26th August 2026 · 1 min read
US Rapid Response US Personal Income & Spending (Jul. 2026), GDP (Q2 2026, 2nd est.) & Durable Goods Orders (Jul. 2026) The slightly above-target-consistent rise in the core PCE deflator in July won’t be enough to convince the Fed that they’ll need to hike rates as soon as September. But with the annual rate still at 3... 26th August 2026 · 2 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Jul. 26) 26th August 2026 · 2 mins read
Latin America Economics Update Argentina’s uneven growth to persist Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening... 25th August 2026 · 4 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (August 2026) Economic growth has generally held up well since the start of the year, albeit with a divergence that is likely to persist in the coming quarters. Poland is likely to be an outperformer while Romania... 25th August 2026 · 1 min read
Africa Chart Pack Africa Chart Pack (Aug. 2026) Economic growth in the region has been resilient in the face of the energy shock, and we think it will accelerate from here. Inflation held steady or slowed, including in Nigeria and South Africa... 24th August 2026 · 0 mins read
Africa Economics Weekly SA food inflation slump, Ethiopia FX, Zambia election The fall in South African inflation in July is likely to be followed by a pick-up in the coming months due to unfavourable base effects. But underlying inflation pressures, as well as food inflation... 21st August 2026 · 5 mins read
Latin America Economics Weekly Colombia’s outperformance, Banxico’s divide This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced... 21st August 2026 · 5 mins read
Canada Economics Weekly Core inflation still in the Bank’s favour The firming of core price growth in July likely reflected temporary factors, rather than being a sign that core inflation is set to accelerate. Nonetheless, we expect the GDP data next week to reveal... 21st August 2026 · 5 mins read
Europe Economics Weekly Bond markets and underlying inflation under control? Since the Iran war began, the sell-off in euro-zone government bond markets has been greatest in countries with high and/or rising public debt. We forecast yields across the currency union to fall... 21st August 2026 · 5 mins read
UK Economics Weekly Indirect inflation effects will take time to unfold The absence so far of first-round indirect energy effects on inflation tells us little about the extent of the rise in inflation to come. But the latest evidence provides a bit more reassurance that... 21st August 2026 · 3 mins read
Emerging Europe Economics Weekly Poland’s tax proposals, climate disruptions persist Poland's latest income and corporate tax proposals reduce the risk of a further widening of the budget deficit next year, but the government is still avoiding the tougher task of tackling a... 21st August 2026 · 5 mins read
UK Economics Rapid Response UK Flash PMIs (Aug. 2026) August’s flash PMI figures suggest that the economy shrugged off the latest rebound in energy prices despite inflationary pressures staying elevated. We still think the Bank of England will hold its... 21st August 2026 · 3 mins read
India Economics Weekly FDI restrictions easing, MPC minutes put hikes in play The government is reportedly considering raising the threshold above which foreign direct investment requires approval from the Cabinet Committee on Economic Affairs. The change would be small in... 21st August 2026 · 3 mins read
