Latin America Economics Weekly US-Venezuela thaw, Mexico’s AI exports, BanRep hikes Recent developments point to a thawing in relations between the US and Venezuela under interim President Delcy Rodríguez, with a possible rolling back of sanctions now being discussed by US officials... 16th January 2026 · 5 mins read
Emerging Europe Economics Weekly Iran spillovers, CEE activity, Russian inflation spike The spillover effects for economies in Emerging Europe from the protests in Iran this week will largely depend on how commodity prices move. From a political standpoint, the protests are another blow... 16th January 2026 · 7 mins read
Latin America Economics Update Brazil: some signs of cooling in the labour market Brazil’s labour market has been a key pillar of strength during the post-pandemic boom, but there are signs that conditions are now starting to cool. While this should take some pressure off wage... 15th January 2026 · 5 mins read
Canada Chart Pack Canada Chart Pack (Jan. 2026) We expect GDP growth to be just 1.2% this year as growth in household spending, investment and exports remains subdued. Despite soft GDP growth and only modest employment gains, the unemployment rate... 15th January 2026 · 0 mins read
Middle East & North Africa Rapid Response Saudi Arabia Consumer Prices (Dec. '25) Saudi Arabia’s headline inflation rate edged up to 2.1% y/y in December, but it remains weak by EM standards and we expect it to slow over the course of this year. 15th January 2026 · 2 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (January 2026) EM GDP growth will slow to ~3.5% in 2026-27, the weakest rate in the past three decades outside times of crisis. But there are wide divergences at a country level. Much of the weakness in EM growth... 14th January 2026 · 1 min read
US Rapid Response US Producer Prices (Oct & Nov 2025) The delayed October and November data revealed that PPI inflation was higher than most expected toward the end of last year, but that was largely due to revisions to the data for September, which have... 14th January 2026 · 2 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Jan. 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. We believe the RBA will join the rather exclusive club of advanced economy central banks that tightens... 14th January 2026 · 1 min read
US Rapid Response US Consumer Prices (Dec 2025) The weaker-than-expected 0.2% m/m increase in the core CPI in December suggested that there has been some genuine moderation in underlying inflation pressures in recent months. Nevertheless, our... 13th January 2026 · 2 mins read
Latin America Economics Update BanRep to hike but market pricing looking too aggressive The bumper minimum wage hike in Colombia will probably push inflation above 6% this year and prompt the central bank to hike its policy rate at this month’s meeting. We’ve pencilled in a 50bp interest... 12th January 2026 · 3 mins read
UK Economics Update Get ready for a big fall in UK inflation to 2.0% We think April’s inflation data (released on 20th May) will reveal that, after spending almost five years above target, CPI inflation has finally fallen to 2.0%. This would be below the consensus... 12th January 2026 · 3 mins read
Africa Economics Update Uganda elections: Museveni to win but unrest risk lingers Uganda heads into elections next week with President Yoweri Museveni widely expected to secure a ninth successive term. Under this status quo, continued investment in the hydrocarbon industry and... 12th January 2026 · 5 mins read
Europe Chart Pack Europe Chart Pack (January 2026) We expect euro-zone GDP to increase at a moderate pace this year and next. Germany’s fiscal stimulus is likely to be smaller, slower and less effective than many expect, while growth will be stronger... 12th January 2026 · 1 min read
Japan Chart Pack Japan Chart Pack (Jan. 2026) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. The economy will continue to grow at a healthy pace, which should ensure that the labour market... 12th January 2026 · 1 min read
Africa Economics Weekly SSA economies and currencies to fare well in 2026 Zambia’s kwacha has made a bright start to the year, while the naira and rand have also posted early gains. And we expect most African currencies to fare well over the course of 2026. The risk of... 9th January 2026 · 6 mins read
