RBA Watch RBA will hold fire for now, but leave its options open The RBA will leave rates on hold at 4.35% at its meeting next Tuesday. With the economy showing signs of cooling, the Bank will likely signal a cautious approach to any further policy adjustment... 9th June 2026 · 7 mins read
Asia Rapid Response Indonesia Emergency Interest Rate Announcement (Jun. 2026) 9th June 2026 · 2 mins read
US Economics Weekly Fed set to hike this year With Fed officials sounding more hawkish than we originally anticipated and downside labour market risks rapidly diminishing, we now expect the Fed to hike interest rates this year. 5th June 2026 · 5 mins read
India Economics Weekly Growth risks outweighed by inflation and FX concerns The RBI kept the repo rate unchanged at 5.25% today and maintained a “neutral” stance. But the very strong Q1 GDP data (released subsequently), along with rising inflation and continued worries about... 5th June 2026 · 3 mins read
Europe Chart Pack Europe Chart Pack (Jun. 2026) Prospects for the euro-zone economy have deteriorated due to the Iran war and related energy price shock. After declining in Q1 (due to a slump in Ireland) we forecast euro-zone GDP growth to flatline... 5th June 2026 · 1 min read
Africa Economics Weekly Ghana resilience, SA hikes, Ethiopia elections Ghana’s improved fiscal position, alongside high gold and oil prices, underpin our above-consensus ~6% growth forecast and suggests that President Mahama’s hopes for sovereign credit rating upgrades... 5th June 2026 · 5 mins read
Europe Economics Weekly Crazy Irish GDP numbers; “ethical” US tariffs? We are not worried by the downward revision to first-quarter GDP data for the euro-zone because it was entirely due to a slump in Ireland, whose national accounts data are notoriously volatile... 5th June 2026 · 5 mins read
UK Economics Weekly BoE may not follow the ECB The latest evidence appears to support our view that the weakness of the labour market will prevent the second-round inflation effects that the Bank of England fears. If so, then the Bank of England... 5th June 2026 · 6 mins read
Emerging Europe Economics Weekly Russian geopolitics, crunch time in Turkey Armenia’s election on Sunday could mark a further step in the country’s shift away from Russia and towards the West, adding tensions at a time when Russia’s geopolitical leverage has weakened... 5th June 2026 · 6 mins read
India Economics Update RBI keeps rates on hold, but hikes will materialise soon The Reserve Bank of India (RBI) kept the repo rate unchanged at 5.25% today as it continues to “closely monitor developments” in the Middle East. But it is clear that rupee weakness remains a concern... 5th June 2026 · 3 mins read
Japan Economics Weekly Japan edges closer to policy normalisation BoJ Governor Ueda strongly hinted this week that a rate hike is imminent, with policymakers growing concerned about falling behind the inflation curve. With wage growth remaining historically strong... 5th June 2026 · 4 mins read
ECB Watch ECB unlikely to raise interest rates very far A 25bp rate hike next week, taking the deposit rate to 2.25%, looks nailed on and we suspect that will be followed by another in July. But second-round effects of higher energy prices on inflation... 4th June 2026 · 8 mins read
US Economics Update Bar to Fed hikes appears relatively low Recent Fed speeches suggest that, absent a sudden surge in oil prices, the FOMC will keep interest rates unchanged over the summer. It is shaping up to be an extremely close call beyond then, however... 4th June 2026 · 6 mins read
Asia Economics Update Indonesia: investors lose faith as Prabowo doubles down The latest sharp falls in Indonesia’s financial markets reflect growing concerns that President Prabowo is doubling down on his populist and interventionist approach to policymaking. The central bank... 4th June 2026 · 4 mins read
