Africa Chart Pack Africa Chart Pack (Aug. 2026) Economic growth in the region has been resilient in the face of the energy shock, and we think it will accelerate from here. Inflation held steady or slowed, including in Nigeria and South Africa... 24th August 2026 · 0 mins read
US Economics Weekly Bessent twists, will Warsh stick? Treasury Secretary Scott Bessent’s efforts to keep down the long-end of the yield curve may not have been quite as effective as he hoped, although they do provide a clear signalling mechanism. Bessent... 21st August 2026 · 6 mins read
Asia Economics Weekly Taiwan’s 2027 budget, Thai rates to stay low Plans in Taiwan’s 2027 budget for a sharp rise in defence spending may face some pushback from parliament, but proposals for an even larger rise in social welfare spending and a fresh round of cash... 21st August 2026 · 8 mins read
Africa Economics Weekly SA food inflation slump, Ethiopia FX, Zambia election The fall in South African inflation in July is likely to be followed by a pick-up in the coming months due to unfavourable base effects. But underlying inflation pressures, as well as food inflation... 21st August 2026 · 5 mins read
Latin America Economics Weekly Colombia’s outperformance, Banxico’s divide This week’s activity data point to a big divergence in growth across Latin America, with Argentina underperforming and Colombia leading the pack. But growth in Colombia remains worryingly unbalanced... 21st August 2026 · 5 mins read
Canada Economics Weekly Core inflation still in the Bank’s favour The firming of core price growth in July likely reflected temporary factors, rather than being a sign that core inflation is set to accelerate. Nonetheless, we expect the GDP data next week to reveal... 21st August 2026 · 5 mins read
UK Economics Weekly Indirect inflation effects will take time to unfold The absence so far of first-round indirect energy effects on inflation tells us little about the extent of the rise in inflation to come. But the latest evidence provides a bit more reassurance that... 21st August 2026 · 3 mins read
India Economics Weekly FDI restrictions easing, MPC minutes put hikes in play The government is reportedly considering raising the threshold above which foreign direct investment requires approval from the Cabinet Committee on Economic Affairs. The change would be small in... 21st August 2026 · 3 mins read
Australia & New Zealand Economics Weekly RBA’s bark will be worse than its bite With the RBA keeping up its hawkish rhetoric, financial markets continue to see another rate hike this cycle as more likely than not. We remain sceptical. Data released this week show that labour... 21st August 2026 · 5 mins read
Japan Economics Weekly Economy shrugging off higher energy costs Japan’s economy didn’t expand as strongly as most had anticipated in Q2, but with crude oil imports normalising, downside risks to economic activity are diminishing. Indeed, amidst mounting signs of... 21st August 2026 · 4 mins read
Japan Rapid Response Japan Consumer Prices (July 2026) With underlying price pressures intensifying, we’re growing more confident in our view that the Bank of Japan will hike rates again at its meeting next month . 21st August 2026 · 2 mins read
US Chart Pack US Chart Pack (Aug. 2026) Despite some softness in recent months, we expect a continuation of the AI capex boom and a broadening of investment to drive above-consensus GDP growth, which should rise to 2.6% next year. That... 20th August 2026 · 1 min read
Middle East & North Africa Rapid Response Egypt Interest Rate Announcement (Aug.) The Central Bank of Egypt left its policy rate unchanged at 19.00% for a fourth consecutive meeting today but, so long as oil prices drop back as we anticipate, we think officials will be able to... 20th August 2026 · 2 mins read
Canada Chart Pack Canada Chart Pack (Aug. 2026) While the economy gained momentum in the second quarter, we expect GDP growth to slow again in the second half of the year amid ongoing uncertainty around CUSMA negotiations. The combination of soft... 20th August 2026 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (August 2026) Recently released data support our view that emerging markets will – the Gulf economies aside – ride out the energy shock pretty well. At the same time, inflation pressures look contained and are... 20th August 2026 · 1 min read
