Latin America Economics Weekly

Peru ousts another president, Colombia rebalancing?

The ousting of Peru's President Jerí this week will have limited immediate economic implications given that Peru's balance sheet is strong. But political instability - which is unlikely to go away...

20th February 2026 · 5 mins read

Europe Economics Weekly

Wage growth slowing, what next for Lagarde?

February's PMIs showed an increase in price pressures, but we suspect that this reflects higher oil prices as other indicators suggest that wage growth has continued to slow. We expect a further...

20th February 2026 · 7 mins read

Event

Europe Drop-In: Are we too bearish on the euro-zone outlook?

26th February 2026, 3:00PM GMT

Signs of life in the euro-zone economy have sparked hopes that a meaningful recovery may finally be underway. But our growth forecasts for this year and next remain below consensus.

India Chart Pack

India Chart Pack (February 2026)

India’s economic growth won’t match the pace of 2025 over the next couple of years, but India will remain a global outperformer. Prospects have brightened further as punitive US tariffs have come down...

20th February 2026 · 1 min read

Emerging Europe Economics Weekly

BoI meeting amid Iran tensions, CEE rates, Rubio’s visit

Data out of Israel over the past week have increased the probability that the Bank of Israel (BoI) will cut interest rates at its meeting next Monday, but the decision may depend on how tensions with...

20th February 2026 · 7 mins read

UK Economics Rapid Response

UK S&P Global Flash PMIs (Feb. 2026)

February’s flash PMIs provides further signs of an encouraging start to the year for economic activity and suggests that inflationary pressures in the services sector increased a bit further. While we...

20th February 2026 · 3 mins read

Asia Economics Weekly

Bank of Thailand to cut again, Asia and the AI boom

We will be holding an online briefing on Wednesday to discuss the region’s long-term economic outlook out until 2050. You can register by clicking here. We expect the Bank of Thailand to cut rates at...

20th February 2026 · 6 mins read

Australia & New Zealand Economics Weekly

The case for back-to-back hikes by the RBA

Data released this week continue to indicate that the Australian economy is running up against capacity constraints. The relatively modest pickup in wage growth last quarter belies the fact that unit...

20th February 2026 · 5 mins read

Japan Economics Weekly

Looser fiscal policy has yet to manifest itself

The large supplementary budget passed in November provided no discernible boost to public spending last quarter, which supports our long-held view that the government only recorded a minuscule budget...

20th February 2026 · 5 mins read

Event

Drop-In: The Fed, ECB and BoE March meetings and the policy outlook

19th March 2026, 3:00PM GMT

Are inflation and labour market dynamics putting expectations for more Fed easing at risk? Does cooling inflation clear the way for the Bank of England to cut again?

Asia Rapid Response

Indonesia Interest Rate Announcement (Feb. 2026)

19th February 2026 · 2 mins read

Asia Rapid Response

Philippines Interest Rate Announcement (Feb. 2026)

19th February 2026 · 2 mins read

US Rapid Response

US Fed Minutes (Jan 27-28)

The minutes of the Fed’s late January policy meeting are arguably a little more hawkish than expected with “several participants indicat[ing] that they would have supported a two-sided description of...

18th February 2026 · 2 mins read

Latin America Chart Pack

Latin America Chart Pack (Feb. 2026)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Despite a modest acceleration last quarter, aggregate Latin America growth was...

18th February 2026 · 1 min read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Feb. 2026)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Recent downside inflation surprises across Central and Eastern Europe suggest there may be...

18th February 2026 · 1 min read