Australia & New Zealand Rapid Response Australia Consumer Prices (January 2026) Trimmed mean inflation climbed to a fresh high in January, consistent with our view that the Reserve Bank of Australia will keep tightening monetary policy. 25th February 2026 · 2 mins read
Africa Chart Pack Africa Chart Pack (Feb. 26) Sub-Saharan Africa is entering one of its best periods of growth since the 2010s, propelled by better terms of trade, low inflation and loose monetary policy. Our forecasts for most countries –... 24th February 2026 · 0 mins read
Emerging Europe Economics Update CEE: below-target inflation to prompt more easing Inflation across Central and Eastern Europe (CEE) has surprised to the downside in recent months and is now below central banks’ targets. While we expect inflation to rise by year-end, it will follow... 24th February 2026 · 4 mins read
Latin America Rapid Response Mexico Bi-Weekly CPI (Feb. 2026) The small rise in Mexican inflation, to 3.9% y/y, in the first half of February was driven largely by higher non-core inflation and leaves an interest rate cut at Banxico’s next meeting in March in... 24th February 2026 · 2 mins read
Latin America Economics Update Mexico’s war on drugs & what it means for the economy The immediate impact of the outburst of violence in Mexico following the killing of drug kingpin “El Mencho” is likely to be a hit to tourism. But the longer the unrest drags on, the bigger the risk... 23rd February 2026 · 4 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Feb. 2026) Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. The Middle East and North Africa is set for the fastest pace of GDP growth... 23rd February 2026 · 1 min read
China Economics Focus Anti-involution efforts are no quick fix for overcapacity Our new Overcapacity Index for China shows that the government’s “anti-involution” campaign, which aims to tackle deflation by curbing excess supply, has yet to make much headway. That’s unlikely to... 23rd February 2026 · 27 mins read
US Economics Weekly IEEPA ruling unlikely to pull PCE inflation back to 2% The price data this week made for grim reading for the Fed, implying that core PCE inflation rose above 3% last month. The Supreme Court's tariff ruling could help to bring down goods prices in the... 20th February 2026 · 4 mins read
Africa Economics Weekly What to expect from South Africa's 2026 Budget? South Africa’s Finance Minister Enoch Godongwana will present the 2026 Budget next week against an improving fiscal backdrop, creating scope for another fiscal giveaway. However, a looser fiscal... 20th February 2026 · 6 mins read
Latin America Economics Weekly Peru ousts another president, Colombia rebalancing? The ousting of Peru's President Jerí this week will have limited immediate economic implications given that Peru's balance sheet is strong. But political instability - which is unlikely to go away... 20th February 2026 · 5 mins read
Europe Economics Weekly Wage growth slowing, what next for Lagarde? February's PMIs showed an increase in price pressures, but we suspect that this reflects higher oil prices as other indicators suggest that wage growth has continued to slow. We expect a further... 20th February 2026 · 7 mins read
India Chart Pack India Chart Pack (February 2026) India’s economic growth won’t match the pace of 2025 over the next couple of years, but India will remain a global outperformer. Prospects have brightened further as punitive US tariffs have come down... 20th February 2026 · 1 min read
China Economics Weekly Economy to plod along in the Year of the Horse Tuesday marked the first day of the Year of the Horse. Horse years are traditionally seen as years of energy and forward momentum but, with policymakers unlikely to loosen the reins much on fiscal... 20th February 2026 · 6 mins read
Emerging Europe Economics Weekly BoI meeting amid Iran tensions, CEE rates, Rubio’s visit Data out of Israel over the past week have increased the probability that the Bank of Israel (BoI) will cut interest rates at its meeting next Monday, but the decision may depend on how tensions with... 20th February 2026 · 7 mins read
UK Economics Rapid Response UK S&P Global Flash PMIs (Feb. 2026) February’s flash PMIs provides further signs of an encouraging start to the year for economic activity and suggests that inflationary pressures in the services sector increased a bit further. While we... 20th February 2026 · 3 mins read
