China Rapid Response China Consumer & Producer Prices (Jan. 2025) Consumer price inflation eased due to a later Lunar New Year. But it is likely to bounce back in February. And producer price inflation, which is less seasonal, improved. The recent uptrend on both... 11th February 2026 · 2 mins read
Latin America Rapid Response Brazil IPCA (Jan. 2026) The small pick-up in Brazilian inflation to 4.4% y/y in January was driven entirely by higher housing inflation and masks a sharp easing in underlying price pressures. This will give Copom more... 10th February 2026 · 2 mins read
Middle East & North Africa Rapid Response Egypt Consumer Prices (Jan. 2026) The fall in Egypt’s headline inflation rate from 12.3% y/y in December to 11.9% y/y in January, its weakest pace since September and second weakest since Q1 2022, means that the Central Bank of Egypt... 10th February 2026 · 2 mins read
Latin America Rapid Response Mexico Consumer Prices (Jan. 2026) The pick-up in Mexican inflation to 3.8% y/y in January was driven by a strengthening of core inflation. And while we don’t think this will prompt Banxico to end its easing cycle, it does mean that... 9th February 2026 · 2 mins read
Global Economics Chart Pack Global Economics Chart Pack (Feb. 2026) The latest data seem to confirm that global GDP growth slowed in Q4. But there are also several signs of encouragement, consistent with our forecast for global growth to stabilise at about 3% this... 9th February 2026 · 1 min read
Europe Chart Pack Europe Chart Pack (Feb. 2026) We expect euro-zone GDP growth to be fairly sluggish in the coming years. Germany’s fiscal stimulus should provide only a temporary and fairly modest boost, and we don’t think it will do much to raise... 9th February 2026 · 1 min read
Africa Economics Weekly South Africa’s DA leadership battle, AGOA is extended While the South African Democratic Alliance's change in leadership in April is unlikely to affect the stability of the Government of National Unity, there are key risks ahead including municipal... 6th February 2026 · 5 mins read
Emerging Europe Economics Weekly Russia-India energy relations, Turkey CPI, CEE rates We are sceptical that India will fully curtail its oil imports from Russia as part of the US-India trade deal announced this week, but even a partial scaling back of purchases could add to strains in... 6th February 2026 · 5 mins read
India Economics Weekly A pivotal (and positive) week The net result of an extraordinary week encompassing the FY26/27 Union Budget, an RBI meeting and an announcement of a trade deal with the US is that both near-term and long-term economic prospects... 6th February 2026 · 5 mins read
India Economics Update RBI easing cycle comes to an end The Reserve Bank of India (RBI) kept the repo rate unchanged today at 5.25% and sounded a touch more confident on the growth outlook. With a key downside risk to growth having abated, thanks to the... 6th February 2026 · 3 mins read
Japan Economics Weekly BoJ will hike rates again in June The recent turmoil in Japan’s bond market seems to have prompted some soul-searching among policymakers in Tokyo and we remain convinced that a decisive LDP victory in the upcoming Lower House... 6th February 2026 · 5 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Feb. 26) Mexico’s central bank (Banxico) left interest rates unchanged at 7.00% as expected today, and its communications suggested that this marked a pause, not the end of the easing cycle. But the overall... 5th February 2026 · 2 mins read
Europe Economics Update ECB on hold for several more months While the ECB left rates on hold today and put a positive spin on the outlook for the economy, we think its next move is likely be a rate cut, albeit not until much later in the year. 5th February 2026 · 3 mins read
