Emerging Europe Rapid Response

CEE Economic Sentiment Indicators (Aug.)

The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in August despite the higher 15% US tariff on the EU coming into force, and point to an...

28th August 2025 · 1 min read

Europe Rapid Response

EC Survey (August 2025)

August’s business and consumer survey from the European Commission adds to the impression that the damage from higher US tariffs has been limited. Nevertheless, economic growth remains sluggish.

28th August 2025 · 2 mins read

Africa Chart Pack

Africa Chart Pack (Aug. 2025)

We think economies across Sub-Saharan Africa will weather US tariffs relatively well. Indeed, improved terms of trade (for most) and lower inflation and interest rates should support a modest pick-up...

27th August 2025 · 0 mins read

Climate Economics Monthly

Climate Monthly: Tackling overcapacity; plastic pact bottled; beef-flation

Overcapacity in China’s solar industry is set to remain a significant concern for policymakers and leading firms – in both China and the West – as the latest plans to address excess production...

27th August 2025 · 5 mins read

Australia & New Zealand Chart Pack

ANZ Chart Pack (Aug. 2025)

Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. We believe monetary easing has further to run in the Antipodes. The case for policy stimulus is clear...

27th August 2025 · 1 min read

Australia & New Zealand Rapid Response

Australia Monthly CPI Indicator (July 25)

27th August 2025 · 2 mins read

Global Economics Update

Rise in DM services inflation not the start of a trend

The recent rise in services inflation in advanced economies has been driven by temporary and economy-specific factors, rather than a general trend. The unwinding of these factors, together with weaker...

26th August 2025 · 4 mins read

Latin America Chart Pack

Latin America Chart Pack (Aug. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Activity in many parts of the region, and Brazil in particular, slowed in Q2...

26th August 2025 · 1 min read

Japan Economics Update

Ueda overstating structural change in labour market

The Bank of Japan is overplaying the importance of structural changes in Japan’s labour market in explaining the post-pandemic pick-up in cost pressures. Even so, we still expect inflation to be...

26th August 2025 · 5 mins read

Canada Economics Weekly

Canada Weekly: Softer price data keeps two rate cuts on the table

The inflation outlook has improved notably in recent days, with core price pressures modest in July and businesses' selling price expectations holding steady this month. While it is still not certain...

22nd August 2025 · 5 mins read

Middle East & North Africa Chart Pack

Middle East & North Africa Chart Pack (Aug. ’25)

Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Oil prices have fallen back in the wake of the Israel-Iran ceasefire and, with...

22nd August 2025 · 1 min read

Europe Economics Weekly

Europe Weekly: Question marks over recovery, small progress on trade

Economic data released this week cast some doubt on our forecast that euro-zone GDP growth will accelerate in the latter part of this year. Meanwhile, the EU-US joint statement on trade, also released...

22nd August 2025 · 7 mins read

Africa Economics Weekly

Africa Weekly: Kenya’s finance scramble, South Africa CPI and rates

Kenya’s efforts to deal with its fiscal problems may alleviate short-term pressures, but we remain concerned that the path to avoiding sovereign default in the medium term remains narrow. Elsewhere...

22nd August 2025 · 5 mins read

Japan Economics Weekly

Japan Weekly: External headwinds still not doing much damage

There are mounting signs that higher US tariffs are starting to weigh on exports. However, with business investment holding up and inflation still strong, the financial markets are coming around to...

22nd August 2025 · 4 mins read

Japan Rapid Response

Japan Consumer Prices (July 2025)

Although inflation is likely to cool a bit further in the months ahead, it shouldn’t prevent the Bank of Japan from resuming its tightening cycle in October.

22nd August 2025 · 2 mins read