Emerging Europe Economics Update Russia continues its strong start to 2012 The usual raft of monthly activity data, released earlier today, confirmed that Russia’s economy remains in a decent shape, helped by the recent rise in the oil price. As things stand, GDP seems on... 20th March 2012 · 1 min read
Asia Chart Pack A promising start to 2012, but will it last? Growth in emerging Asia looks to have picked up in Q1. Strength in the US is helping to offset weakness in Europe for Asia’s exporters. There are encouraging signs of domestic demand improving early... 20th March 2012 · 1 min read
Middle East & North Africa Chart Pack Crunch time for Egypt Egypt’s talks this week with the IMF over a $3.2 billion package could prove to be a defining moment in the post-Mubarak era. With FX reserves now at dangerously low levels, external financing is... 20th March 2012 · 1 min read
US Chart Pack Inflation still set to fall The recent rise in gasoline prices won’t prevent inflation from falling, but it will limit just how far and fast it drops. What’s more, evidence of a strengthening in underlying price pressures... 20th March 2012 · 1 min read
Europe Economics Focus Has the ECB really solved the crisis? The ECB’s latest liquidity operations appear to have averted, or at least delayed, a looming disaster in the euro-zone banking sector. But it would be wrong to think that they have solved the region’s... 20th March 2012 · 1 min read
Latin America Economics Update Brazil’s growth model under the spotlight News that Brazil last year overtook the UK to become the world’s sixth largest economy is further evidence, if any was needed, of the continued rebalancing of global economic power towards the... 20th March 2012 · 1 min read
Emerging Europe Economics Update It’s the levels, stupid! The wide dispersion of growth rates across Emerging Europe masks big differences in the fundamental health of the region’s economies. In this Watch we explain why looking at levels of GDP is a much... 20th March 2012 · 1 min read
UK Data Response Consumer Prices (Feb.) The recent rise in oil prices did not stop inflation from taking another step down in February. Admittedly, progress has slowed a bit and inflation could even rise in March. But we still expect it to... 20th March 2012 · 1 min read
Middle East & North Africa Economics Update Egypt & the IMF: Five key questions An IMF team has arrived in Cairo for talks, due to start today, on a $3.2bn loan facility for Egypt. In this Update we answer five key questions that will determine how events are likely to play out... 19th March 2012 · 1 min read
Asia Economics Weekly Does the US still matter to Asia? The recent run of improved data from the US has led us to raise our US GDP growth forecasts for 2012 and 2013. But we believe that improved prospects for the US will make little difference to emerging... 19th March 2012 · 1 min read
US Data Response Consumer Prices & Industrial Production (Feb.) Higher gasoline prices will limit the decline in CPI inflation over the next few months, while the growth rate of manufacturing output is likely to slow to a more sustainable pace. 16th March 2012 · 1 min read
UK Economics Update Droughts could slow fall in inflation Droughts across the UK and some of Western Europe are threatening to push up food prices. Along with the recent rise in energy prices, this might prevent CPI inflation from falling as sharply as hoped... 15th March 2012 · 1 min read
Emerging Europe Economics Update Making sense of the latest inflation data February’s inflation data were stronger than expected across Emerging Europe, fuelling concerns that the recent jump in oil prices is feeding into higher headline inflation. But we think this reading... 14th March 2012 · 1 min read
Europe Data Response Euro-zone Industrial Production (Jan.) & HICP (Feb.) January’s small rise in euro-zone industrial production does little to alter the picture of a sharp slowdown in the sector. 14th March 2012 · 1 min read
Asia Economics Update New 2012 forecasts for Sri Lanka The central bank of Sri Lanka (CBSL) left its repurchase rate on hold at 7.5% today. With the central bank still assessing the impact of a number of major policy changes introduced last month, the... 14th March 2012 · 1 min read
Middle East & North Africa Economics Update Inflationary pressures mounting in Saudi Arabia and Egypt In contrast to other regions, February’s inflation data from Saudi Arabia and Egypt show that price pressures are mounting. In Saudi, strong domestic demand and favourable base effects are largely to... 12th March 2012 · 1 min read
