Australia & New Zealand Rapid Response New Zealand GDP (Q2 2026) The upside surprise in today’s GDP data leaves the door open for the RBNZ to deliver a third consecutive rate hike at its October meeting. 17th September 2026 · 2 mins read
Latin America Rapid Response Brazil Interest Rate Announcement (Sep. 2026) Brazil’s central bank (BCB) delivered another 25bp interest rate cut today, to 13.75%, but the absence of hawkish surprises challenges the consensus view that today’s meeting would deliver the last... 16th September 2026 · 2 mins read
US Economics Update SEP suggests only limited appetite for further Fed hikes The Fed’s interest rate hike today is likely to be followed by at least one more later this year, probably in December. While the new Summary of Economic Projections (SEP) implies that the Fed may be... 16th September 2026 · 3 mins read
US Rapid Response US Fed Policy Announcement (Sep 2026) The Fed appears to be on board with our view that its hike today will be followed by one more later this year. While the latest Summary of Economic Projections implies that the Fed may be content with... 16th September 2026 · 2 mins read
India Economic Outlook Stage is set for RBI rate hikes After a very strong first half of the year, India’s economy is set to cool but annual GDP growth should still average 7% from 2026-2028, an enviable rate by global standards. Rising food prices on... 16th September 2026 · 17 mins read
Emerging Europe Economic Outlook Diverging interest rate cycles Emerging Europe has weathered the energy shock well so far and we expect regional GDP growth to strengthen in 2027. We remain upbeat on Poland and Czechia, but more cautious than the consensus on... 15th September 2026 · 21 mins read
Africa Rapid Response Nigeria Consumer Prices (Aug. 26) Nigeria’s headline inflation rate was unchanged at 15.4% y/y in August, which keeps the door ajar for a rate cut next week. But we think credibility concerns will win out, and the MPC will keep rates... 15th September 2026 · 2 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (September 2026) EM growth appears to have softened at the start of Q3, but we still think it will accelerate in the coming quarters. As things stand, it doesn’t look like EM central banks will respond to the renewed... 15th September 2026 · 1 min read
India Rapid Response India Consumer Prices (August 2026) India’s headline consumer price inflation jumped to a 20-month high of 4.8% y/y in August and further rises are going to follow, with the renewed surge in oil prices a stark reminder that the risks... 14th September 2026 · 2 mins read
Latin America Economics Weekly Mexico, AI supply chains & fiscal slippage Data released over the past week provide growing evidence that Mexico’s industrial sector is benefiting from integration into AI supply chains. But this is being offset by weakness in the rest of the... 11th September 2026 · 5 mins read
Canada Economics Weekly Trump may yet tighten the screw further While the Trump administration's planned import ban on some Canadian goods doesn't change much for the growth outlook, further escalation such as US withdrawal from CUSMA could be disastrous. We... 11th September 2026 · 6 mins read
US Fed Watch Fed set to hike next week and by 75bp in total The firm August price data means we are reinstating our prior forecast that the Fed will hike this month and by 75bp in total. That would take the fed funds target range to between 4.25% and 4.50%. 11th September 2026 · 9 mins read
Emerging Europe Economics Weekly Thoughts on a jam-packed week for monetary policy A busy week for monetary policy highlighted the growing divergence among the region's central banks. On the more dovish side, Poland’s appears in no rush to shift to interest rate hikes, while we... 11th September 2026 · 5 mins read
Europe Economics Weekly German political uncertainty rising; ECB to hike again The strong showing of the Alternative for Germany (AfD) in Germany's state elections is likely to reinforce the difficulties that the federal government faces in implementing reforms and containing... 11th September 2026 · 5 mins read
Asia Economics Weekly Won’s rebound, CBC to hold fire, China Shock 2.0 The Korean won hit a two-year high this week, helped by profit repatriation by major tech firms and foreign investors scaling back their selling of Korean equities. We think it will make further gains... 11th September 2026 · 4 mins read
