Japan Chart Pack Japan Chart Pack (Oct. 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. Wage growth is starting to outpace inflation and with real incomes rising, the rebound in consumer... 8th October 2024 · 1 min read
Latin America Economics Weekly BanRep’s fiscal worries, Chile’s deficit, Brazil’s upgrade The decision by Colombia’s central bank to maintain rather than step up the pace of easing at this week’s policy meeting suggests that officials there are increasingly worried about the fiscal... 4th October 2024 · 5 mins read
Emerging Europe Economics Weekly Israel’s economy under pressure amid latest escalation Israel’s economy has frequently bounced back from conflict throughout its history, but developments over the past week have raised the risk of permanent scarring to the economy from the ongoing... 4th October 2024 · 8 mins read
UK Economics Weekly Oil prices would need to jump further to influence BoE While the Bank of England is watching the developments in the Middle East “very closely”, Governor Andrew Bailey said that the Bank could start cutting interest rates more aggressively if the good... 4th October 2024 · 7 mins read
Asia Economics Weekly Bank of Korea to begin easing cycle, oil price risks With inflation below target and activity data pointing to a further slowdown, we expect the Bank of Korea to kickstart its easing cycle at its scheduled monetary policy meeting next Friday. Meanwhile... 4th October 2024 · 5 mins read
Europe Economics Weekly France budget needs more than temporary fixes Despite the new French government’s plan to tighten fiscal policy by 2% of GDP next year, the country’s debt dynamics appear no better than they did a few weeks ago. Moreover, the government is... 4th October 2024 · 8 mins read
Emerging Europe Rapid Response Romania Interest Rate Announcement (Oct.) The decision by the National Bank of Romania (NBR) to pause its easing cycle today, leaving the policy rate at 6.50%, seems to reflect growing concern about the persistence of underlying inflationary... 4th October 2024 · 2 mins read
Europe Chart Pack Europe Chart Pack (Oct. 2024) Economic growth in the euro-zone slowed in Q2 and timelier data suggest that it weakened further in Q3. That, together with the fall in headline inflation below 2% in September, should prompt another... 4th October 2024 · 1 min read
Europe Economics Update Euro-zone household saving rate likely to stay high Data published today show that the euro-zone’s household saving rate rose even further in Q2 this year. The increase since late 2022 can be attributed to low consumer confidence and high interest... 4th October 2024 · 3 mins read
India Economics Weekly Oil and current account risks, RBI preview If oil prices were to spike considerably higher as a result of the escalating conflict in the Middle East it would expose an age-old vulnerability in India's external position. But we think the risks... 4th October 2024 · 3 mins read
Japan Economics Weekly Government won’t prevent further rate hikes The Q3 Tankan was strong across the board and strengthens the case for another rate hike. While the political noise coming out of Tokyo suggests that the BoJ will keep policy unchanged at its meeting... 4th October 2024 · 5 mins read
Latin America Economics Update Assessing the impact of the drought in Brazil Drought conditions across parts of Brazil are not yet at the stage where there is a threat of major disruptions to electricity supply, but it has already prompted electricity prices to be hiked and... 3rd October 2024 · 5 mins read
China Economics Update China stimulus: your questions answered China’s recent stimulus announcements are still at the top of many investors’ minds, at least judging by the high level of client interest in the online briefing we ran on the topic yesterday. We’ve... 3rd October 2024 (Updated 12th October 2024) · 8 mins read
Emerging Europe Rapid Response Turkey Consumer Prices (Sep.) The smaller-than-expected decline in Turkey’s headline rate to 49.4% y/y in September will be a disappointment to policymakers at the central bank, and supports our view that a monetary easing cycle... 3rd October 2024 · 2 mins read
