Australia & New Zealand Rapid Response Australia Labour Market (Mar. 2025) 17th April 2025 · 2 mins read
Australia & New Zealand Rapid Response New Zealand Consumer Prices (Q1 2025) 17th April 2025 · 2 mins read
Canada Economics Update Bank of Canada holds but further cuts likely The Bank of Canada’s decision to keep interest rates at 2.75% today was not a big surprise given recent above-target core CPI gains, concerns about tariff-induced price rises and uncertainty about the... 16th April 2025 · 3 mins read
US Economic Outlook Scaled-back tariffs not an existential threat Our working assumption is that the 90-day pause on the Trump administration’s reciprocal tariffs will be made permanent, with tariffs remaining at 10% for most countries apart from China. Providing... 16th April 2025 · 17 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Apr. '25) Our Middle East & North Africa Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The direct impact of Trump’s trade war on the region is likely to be... 16th April 2025 · 0 mins read
Africa Chart Pack Africa Chart Pack (Apr. 2025) Economies across Sub-Saharan Africa will likely see limited direct impact from the protectionist shift that the US is embracing. But the bigger growth worry should come from the US trade turmoil... 16th April 2025 · 0 mins read
Australia & New Zealand Economics Update A primer on Australia’s general election The upcoming federal election on 3rd May appears likely to result in a hung parliament. Although the ruling Labor party’s recent uptick in the polls suggest that it is in pole position to form a... 16th April 2025 · 6 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin America generally got off lightly on ‘liberation day’, but the indirect... 15th April 2025 · 1 min read
Europe Economics Update EZ bank lending in decent shape before US tariff shock The ECB’s Bank Lending Survey paints a positive picture of the housing market. Conditions for consumer credit and corporate loans were less encouraging, and the tariff chaos of the past two weeks... 15th April 2025 · 2 mins read
Japan Chart Pack Japan Chart Pack (Apr. 25) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. Japan's economy will be hit less hard than many other large economies by the recent escalation of... 15th April 2025 · 1 min read
Australia & New Zealand Economics Update Weaker business confidence would force RBA’s hand While the recent drop in crude oil prices would lower inflation a bit, that drag will be more than offset by a boost from the weaker Australian dollar. The upshot is that barring a sharp fall in... 14th April 2025 · 3 mins read
Asia Rapid Response Singapore Monetary Policy Decision (April 2025) Singapore’s central bank loosened monetary policy again today and with inflation set to remain low and the economy weak, further easing looks likely in the coming quarters. 14th April 2025 · 3 mins read
Europe Economics Update Safe haven flows to force SNB into action With the Swiss currency having experienced its largest two-week appreciation since the “Frankenshock” in 2015, the SNB may already have started selling francs in the FX market. We have a 25bp cut... 11th April 2025 · 4 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Trade war rollercoaster generating mixed pressures The 90-day pause on US “reciprocal tariffs” has reduced the scale of near-term downside risks to economic growth across Central and Eastern Europe. Meanwhile, Russia has managed to avoid being hit... 11th April 2025 · 7 mins read
