India Economics Weekly Blockbuster Q3 GDP, labour market overhaul, RBI preview The further acceleration in GDP growth in Q3 leaves India's economy on course to expand by an impressive 7.5% this year. But with inflation at a generational low, that won't prevent the RBI from... 28th November 2025 · 4 mins read
Europe Economics Weekly German pension policy: backsliding more than France? While much attention has been given recently to pension policy in France, it has gone almost unnoticed that the German cabinet has approved a pension package that could be significantly more costly... 28th November 2025 · 8 mins read
Europe Rapid Response Germany, France, Italy & Spain HICP (November 2025) The national inflation data for November published today suggest that headline and core inflation in the euro-zone edged up. 28th November 2025 · 2 mins read
Global Economics Chart Pack Global Economics Chart pack (November 2025) The latest data suggest that the global economy has maintained its momentum at the start of Q4. Global trade and industry have held up well despite US tariffs, although there were signs of cracks in... 28th November 2025 · 1 min read
Japan Economics Weekly Bank of Japan opening the door to December rate hike Recent communication from the Bank of Japan has left the door open to a rate hike in December. However, it’s not clear whether the Bank has already gathered sufficient information on the likely... 28th November 2025 · 4 mins read
Australia & New Zealand Economics Weekly RBA is done cutting rates this cycle With underlying inflation continuing to surprise to the upside and domestic demand being propped up by a revival in private investment, we no longer expect the RBA to loosen policy any further... 28th November 2025 · 5 mins read
Japan Rapid Response Japan Labour Market (Oct. 25) & Tokyo CPI (Nov. 25) With the labour market still tight and inflation excluding fresh food and energy set to remain above 3% for now, the Bank of Japan will resume its tightening cycle over the next couple of months. 27th November 2025 · 2 mins read
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
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
