Event

US Drop-In: Are higher tariff rates fuelling inflation – and how should the Fed respond?

12th August 2025, 3:00PM BST

Our US team hosted a special online briefing just after the July CPI release, all about the US economic and policy outlook.

Event

ANZ Drop-In: How fast, how low? How Q2 CPI data could dictate RBA rate cuts

30th July 2025, 3:30AM BST

The Reserve Bank of Australia has consistently advocated a cautious approach to policy easing.

Event

Asia Drop-In: Big policy tests for China, India and Indonesia

25th September 2025, 9:00AM BST

Asia ex-Japan’s three biggest economies are each grappling with major policy tests.

Event

UK Drop-In: Peak inflation? September CPI and the outlook for policy

22nd October 2025, 9:30AM BST

Our UK team hosted a 20-minute online briefing to unpack the latest CPI data, discuss the implications for inflation and policy and explain how they shape our non-consensus Bank Rate

Event

Drop-In: The Fed, ECB and Bank of England – Latest decisions and policy outlook

30th October 2025, 3:00PM GMT

Our senior economists hosted this 20-minute session to review the latest Fed and ECB decisions and preview the Bank of England’s November meeting.

Event

UK Drop-In: The Bank of England’s November decision – What’s next for rates?

6th November 2025, 3:00PM GMT

Our UK economists hosted an online briefing shortly after the announcement to unpack the latest communications and tackle the key issues shaping the UK macro and policy outlook.

Event

Drop-In: UK Outlook – More tax rises to add to economy’s woes

1st October 2025, 3:00PM BST

Our latest UK Economic Outlook explains how the Chancellor’s likely tax hikes in November’s Budget risk adding to the existing drags on economic growth and the labour market, resulting in the Bank

Event

EM Drop-In: Egypt’s economic rebound – How secure is this recovery?

19th November 2025, 10:00AM GMT

Faster growth, lower inflation, easing rates and a stronger currency – the signs point to Egypt pulling back from the brink. But has enough been done to lock in these gains?

China Economics Weekly

Tackling overcapacity will require demand-side stimulus

China’s leadership appears to be embarking on a campaign of supply-side measures aimed at tackling overcapacity and deflation. But local officials may balk at the economic cost of implementing them...

11th July 2025 · 8 mins read

Europe Economics Weekly

Europe Weekly: Euro-zone economy benefiting from tariffs

The media focus this week has continued to be on EU-US trade negotiations as the pause on Liberation Day tariffs was extended beyond the 9th July deadline and President Trump threatened to send a...

11th July 2025 · 5 mins read

Australia & New Zealand Economics Weekly

ANZ Weekly: RBA to drag out easing cycle as caution prevails

The RBA’s decision to leave rates unchanged at its meeting this week came as a surprise to most. As it turns out, a majority of the Board preferred to wait for the full Q2 CPI data (due by end-July)...

11th July 2025 · 5 mins read

Emerging Europe Economics Update

Turkey back on track ... but risks loom large

The turmoil in Turkey’s financial markets earlier this year proved to be a blip, and we think the conditions are in place for the central bank to resume its easing cycle this month. But bringing...

10th July 2025 · 4 mins read

Emerging Markets Economics Update

EM disinflation has further to run

Aggregate EM inflation is now at its lowest level in four years, with notable declines this year across Asia. We still think the outlook will be characterised by higher inflation in Latin America and...

10th July 2025 · 5 mins read

Latin America Rapid Response

Brazil IPCA (June 2025)

There’s little in the Brazilian June CPI print that changes our view that last month’s hike marked the end to Copom’s tightening cycle. But a lot will now depend on how the trade dispute with the US...

10th July 2025 · 2 mins read

Europe Economics Focus

How vulnerable is Ireland to Trump’s policies?

There are risks to the Irish economy from potential US tax policy changes but we think they are not as large as they first appear. The country’s large pharmaceutical sector should be fairly resilient...

10th July 2025 · 13 mins read