Emerging Europe Chart Pack Emerging Europe Chart Pack (Jan. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Inflation continued to fall sharply across Central and Eastern Europe at the end of 2023... 31st January 2024 · 1 min read
Global Economics Focus Tight real policy stance supports case for big rate cuts The drop in inflation across advanced economies has caused real interest rates to rise by even more than nominal rates. While there are various ways to measure real interest rates, they all confirm... 31st January 2024 · 17 mins read
RBA Watch A dovish pivot is on the horizon We expect the Reserve Bank of Australia to leave rates on hold at its February meeting. But as inflation plunges, the case for policy to remain restrictive for a prolonged period looks increasingly... 31st January 2024 · 7 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q4 2023) 31st January 2024 · 3 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Jan. 2024) Our Middle East and North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in the Middle East and North Africa will strengthen a little... 30th January 2024 · 1 min read
Emerging Europe Rapid Response Economic Sentiment Indicators (Jan.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a mixed bag in January, but our regional measure rose for the fourth consecutive month and points to... 30th January 2024 · 2 mins read
Event Global Drop-In: Geopolitics, shipping disruptions and supply chain risks 7th February 2024, 3:00PM GMT Do maritime disruptions threaten a repeat of pandemic-era supply shocks? Should investors brace for an inflationary resurgence?
US Economics Focus Inflation: Mission accomplished? We maintain a high conviction that core PCE inflation will be back to the 2% target by mid-2024. Despite claims that “the last mile will be the hardest”, core PCE prices have already been running at a... 29th January 2024 · 20 mins read
Africa Data Response Ghana Interest Rate Announcement (Jan.) The Bank of Ghana kicked off its easing cycle with a 100bp cut, to 29.00%, today and an improving balance of payments position alongside further falls in inflation mean that more cuts are on the cards... 29th January 2024 · 2 mins read
Africa Economics Weekly SA rates takeaways, Côte d’Ivoire Eurobonds The South African MPC’s concerns expressed at this week’s meeting about an inflation resurgence look overdone, but with fiscal risks high ahead of the election, officials will continue to tread... 26th January 2024 · 5 mins read
Latin America Economics Weekly Brazil’s re-industrialisation, Banxico, shipping dashboards The Brazilian government’s announcement of a new industrial plan this week points to greater state intervention in the economy that will do little to alleviate the country’s productivity problem... 26th January 2024 · 8 mins read
US Economics Weekly Immaculate disinflation almost complete It is hard to say which is more remarkable: that GDP growth accelerated last year following the Fed’s most aggressive tightening campaign in decades, or that core inflation nevertheless fell back to... 26th January 2024 · 6 mins read
Canada Economics Weekly Monetary policy tanker slowly turning The outlook for monetary policy all depends on whether the Bank of Canada is willing to act based on where it thinks shelter inflation is heading, rather than its current rate. The Bank’s... 26th January 2024 · 5 mins read
US Rapid Response Personal Income & Spending (Dec.) The December income and spending data confirm that core PCE inflation has been running at an annualised pace in line with the Fed’s 2% target for seven months now. This reiterates the message that... 26th January 2024 · 2 mins read
