China Chart Pack China Chart Pack (Nov. 25) China's economy slowed in October, driven by weaker services sector activity. And the rebound in the trade-weighted exchange rate looks to have weighed on exports, which contracted in y/y terms. We... 27th November 2025 · 0 mins read
RBI Watch RBI poised to restart easing cycle The drop in inflation to a multi-decade low ought to outweigh concerns about the weakness of the rupee, and leaves the door open for the RBI to resume its easing cycle at the conclusion of the MPC... 27th November 2025 · 6 mins read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Nov.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe generally rose in November and point to solid regional growth in Q4. That said, firms’ selling price expectations... 27th November 2025 · 2 mins read
Latin America Rapid Response Brazil IPCA-15 (Nov. 2025) The further decline in Brazilian inflation, to 4.5% y/y in the first half of November, combined with the recent weak activity data, mean that it’s looking increasingly likely that Copom will kick off... 26th November 2025 · 2 mins read
Event Drop-In: The World in 2026 - The global macro and market outlook 10th December 2025, 3:00PM GMT Will the US economy continue to outperform on the back of the AI boom? How will trade tensions shape global macro outcomes?
India Chart Pack India Chart Pack (November 2025) After a very strong run, India’s economy faces a more challenging few quarters in the face of punitive US tariffs. But hopes are growing again that these could be reduced. And in any case, domestic... 26th November 2025 · 1 min read
Australia & New Zealand Rapid Response Australia Consumer Prices (Oct. 2025) With inflationary pressures continuing to strengthen at the start of the quarter, there is little chance that rate cuts will be on the RBA’s agenda anytime soon. 26th November 2025 · 2 mins read
US Chart Pack US Chart Pack (Nov. 2025) We think the AI-investment boom is still in its relatively early stages and will eventually drive strong productivity gains as adoption of the technology rises. This keeps us optimistic on the growth... 25th November 2025 · 1 min read
US Rapid Response US Producer Prices (Sep. 2025) The PPI components feeding into the PCE deflator were, on balance, slightly hotter than we had initially anticipated, leading us to estimate that core PCE prices rose by 0.25% m/m in September. 25th November 2025 · 2 mins read
Latin America Rapid Response Mexico Bi-Weekly CPI (Nov. 2025) The Mexican inflation outturn of 3.6% y/y in the first half of November, coming alongside the contraction in GDP in Q3, means Banxico will probably opt for another 25bp cut at its next meeting... 24th November 2025 · 2 mins read
Commodities Update Beef and edible oils the exceptions to falling food prices While most agriculturals prices – and food price inflation – will decline alongside crude oil prices next year, structural supply headwinds will keep the prices of edible oils and beef elevated. 24th November 2025 · 3 mins read
Africa Economics Weekly Worsening relations with the US, SARB rate cut Both South Africa and Nigeria have seen diplomatic relations with the US become more strained this week, although for now domestic dynamics should continue to support a more positive growth outlook in... 21st November 2025 · 7 mins read
Canada Economics Weekly Soft data lends credence to need for more easing A busy week of data releases has left us more confident in our view that the Bank of Canada will feel the need to cut its policy rate below neutral at some point next year to support the economy – not... 21st November 2025 · 5 mins read
