Latin America Rapid Response Mexico Interest Rate Announcement (Aug. 2026) Mexico’s central bank (Banxico) kept its policy interest rate on hold at 6.50% at today’s meeting and the overall communications were only marginally more hawkish than in June. 6th August 2026 · 2 mins read
Europe Chart Pack Europe Chart Pack (August) Euro-zone GDP expanded steadily in Q2 as higher energy prices had little impact on household consumption or business activity. The strength of July’s business and consumer surveys suggests that the... 6th August 2026 · 0 mins read
Emerging Europe Rapid Response Czechia Interest Rate Announcement (August 2026) The decision by the Czech National Bank (CNB) to keep its policy on hold at 3.75% is likely to mark a pause in the tightening cycle, not the end of it. 6th August 2026 · 2 mins read
UK Economics Chart Pack UK Economics Chart Pack (Aug. 2026) The fall in CPI inflation from 2.8% in May to a 14-month low of 2.6% in June suggests there was a lot of disinflation in the system before the start of the Iran war. And the continued weakness in the... 6th August 2026 · 1 min read
Latin America Rapid Response Brazil Interest Rate Announcement (Aug. 2026) Brazil’s central bank (BCB) lowered interest rates by another 25bp today, to 14.00%, but the communications provided a fairly hawkish message on inflation and a signal that the door for further easing... 5th August 2026 · 2 mins read
Latin America Economics Update Colombia: The challenges facing de la Espriella The major economic challenge facing Abelardo de la Espriella when he assumes Colombia’s presidency on Friday will be stabilising the public finances after years of fiscal largesse under outgoing... 5th August 2026 · 3 mins read
Emerging Europe Economics Update Romania's economy faces a long road to recovery Romania’s economy has been in recession since the second half of last year and is likely to stagnate over the rest of this year as past fiscal tightening and the squeeze on households’ real incomes... 5th August 2026 · 2 mins read
Japan Economics Focus How worried should investors be about Takaichi’s policies? While PM Takaichi intends to abandon “excessive austerity” and is trying to steer the BoJ in a more dovish direction, we don’t believe that her policies pose a major risk for Japan’s economic outlook... 5th August 2026 · 17 mins read
India Economics Update RBI keeps rates on hold, but hikes likely soon The Reserve Bank of India (RBI) kept the repo rate unchanged at 5.25% today as it continues to monitor “the uncertainties of the West Asia conflict”. But we still think that rising inflation will... 5th August 2026 · 3 mins read
RBA Watch RBA’s next move will be down, but not until H2 2027 We expect the RBA to leave rates on hold at its August meeting. Although the Bank is likely to continue talking tough on inflation for a while, we don’t think it will go so far as to raise rates again... 4th August 2026 · 8 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (August 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Data released over the past month showed that Australia's labour market, housing market, and... 3rd August 2026 · 1 min read
Australia & New Zealand Economics Update Housing downturn will prevent further rate hikes Australian house prices kept falling at a rapid pace in July. With affordability still very stretched and leading indicators flashing red, the downturn has much further to run. 3rd August 2026 · 3 mins read
US Economics Weekly Economy continues to show solid momentum Federal Reserve Chair Kevin Warsh’s muddled July FOMC press conference and the resulting gyrations in financial markets dominated this week’s headlines, diverting attention from data suggesting that... 31st July 2026 · 6 mins read
UK Economics Weekly Probability of BoE interest rate hikes may be starting to shrink Despite the Bank of England maintaining its hiking bias on Thursday, it feels as though the Bank is edging further away from interest rate hikes as it comes round to our view that the weak labour... 31st July 2026 · 4 mins read
