Japan Rapid Response

Japan Industrial Production & Retail Sales (Jul. 22)

31st August 2022 · 2 mins read

Middle East & North Africa Chart Pack

Inflationary pressures building

Headline inflation has risen further across the region in recent months. This has been most pronounced in the non-Gulf economies which have been particularly exposed to spillovers from the war in...

30th August 2022 · 10 mins read

Latin America Chart Pack

Political risks back in the spotlight

The region faces a busy political calendar. Chileans head to the polls on Sunday to vote on a new constitution which would usher in sweeping changes to the country’s current economic model. While the...

30th August 2022 · 12 mins read

Canada Economics Update

Better news on core inflation ahead

We expect some of the recent surge in travel services prices to be reversed after the summer which, together with signs that global goods shortages are easing, suggests that core inflation is close to...

30th August 2022 · 4 mins read

Europe Data Response

Germany Flash Inflation (August)

Germany’s inflation rate resumed its upward trend in August. We expect it to be around, or above, 10% in October after the temporary measures which have suppressed prices since June are withdrawn and...

30th August 2022 · 2 mins read

Emerging Europe Rapid Response

Hungary Interest Rate Announcement (Aug.)

30th August 2022 · 2 mins read

Emerging Europe Data Response

Economic Sentiment Indicators (Aug.)

The EC’s Economic Sentiment Indicators for Central and Eastern Europe for August continued the trend in recent months of very weak data releases for the region and point to a sharp slowdown in GDP...

30th August 2022 · 3 mins read

US Economics Weekly

With inflation outlook improving, pivot is still on

In a hawkish Jackson Hole speech, Fed Chair Jerome Powell argued that “restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record...

26th August 2022 · 6 mins read

India Chart Pack

Economy holding up amid policy tightening

GDP data for Q2 (Q1 of FY22/23) due next week should show that the economy grew at a robust pace last quarter despite the onset of monetary policy tightening. And more timely indicators suggest that...

26th August 2022 · 9 mins read

Canada Economics Weekly

Firms’ selling price expectations at 10-month low

There was some better news from the CFIB Business Barometer and new home sales data this week, although both still point to weak economic growth. Meanwhile, the fall in firms’ selling price...

26th August 2022 · 5 mins read

Africa Economics Weekly

Angola’s elections, SA price pressures, Ethiopia’s debt

President João Lourenço is on course to secure another term following this week’s elections in Angola. With the political backdrop little changed, we think that the economy will revert to its low...

26th August 2022 · 6 mins read

UK Economics Weekly

Government needs to step up to prevent deep recession

The possibility of even bigger increases in the Ofgem utility price cap early next year means that the economy is facing down the barrel of a fairly deep recession. The depth of the recession...

26th August 2022 · 5 mins read

Global Trade Monitor

Shipping costs fall in tandem with export orders

World trade was broadly unchanged at a high level in June, and timelier data suggest that the continued easing of supply constraints in China helped lift exports in Asia in July. But forward-looking...

26th August 2022 · 3 mins read

Nordic & Swiss Economics Weekly

Flodén eyeing faster rate rises

One does not need to be Nostradamus to see that Martin Flodén will espouse stepping up the pace of monetary tightening when the Executive Board of the Riksbank convenes again, in September. While our...

26th August 2022 · 7 mins read

Europe Economics Weekly

Soaring energy costs, wage inflation trending higher

The surge in natural gas prices amid supply concerns this week piled on the economic gloom for the euro-zone and we have revised our growth forecasts down further. But price pressures remain intense...

26th August 2022 · 8 mins read