India Chart Pack India Chart Pack (Oct. 2026) After a very strong run, India’s economy is set to cool but annual GDP growth is still on course to average an impressive 7% from 2026-2028. Rising food prices on account of a weak monsoon will push... 22nd October 2026 · 1 min read
Middle East & North Africa Economics Weekly Gulf energy flows, Egypt’s IMF deal and rate decision Reports this week suggest that crude oil flows from the Gulf have returned to pre-war levels which, if sustained, will boost regional GDP and oil export receipts. But, so long as there is no political... 22nd October 2026 · 6 mins read
Emerging Europe Economics Update Czechia: inflation pressures to drive further rate hikes With inflation pressures building, labour cost growth remaining high and credit growth strong, the conditions appear to be in place for the Czech central bank (CNB) to continue its tightening cycle at... 22nd October 2026 · 2 mins read
Asia Rapid Response Philippines Interest Rate Announcement (Oct. 2026) 22nd October 2026 · 2 mins read
Asia Economics Update Bank of Korea to hike rates once more this cycle The Bank of Korea (BoK) kept its policy rate unchanged at 3.00% today. But the tone of its statement and the decision to raise its growth forecasts for this year and next suggest that the tightening... 22nd October 2026 · 3 mins read
Australia & New Zealand Economics Update RBNZ will hike to 3.25% by year-end We expect the RBNZ to lift the Official Cash Rate by 25bp, to 3.00%, at its October meeting, as it seeks to mitigate upside risks to inflation. We’ve also brought forward our forecast for the final... 22nd October 2026 · 5 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (Oct. 2026) The Bank of Israel (BoI) kept interest rates on hold at 3.25% as expected today and we think it will adopt a more cautious stance towards further easing going forward. This points to perhaps one more... 21st October 2026 · 2 mins read
ECB Watch ECB will hike only once more The latest evidence suggests that the euro-zone economy remains fairly resilient in the face of the Iran war and that, despite elevated energy prices, underlying price and wage pressures have not... 21st October 2026 · 7 mins read
Global Economics Update Forward guidance is not dead: here’s what it tells us For all the talk of the “death of forward guidance”, central banks are still providing a clear steer of how policy will respond under given circumstances. If the energy shock fades as we assume, the... 21st October 2026 · 4 mins read
Asia Rapid Response Indonesia Interest Rate Announcement (Oct. 2026) The policy moves by Bank Indonesia today suggest that officials are struggling to work out whether to prioritise supporting the rupiah or boost growth. These mixed messages risk undermining the... 21st October 2026 · 3 mins read
UK Economics Rapid Response UK Consumer Prices & Public Finances (Sep. 2026) The rise in CPI inflation from 3.1% in August to 3.5% in September (consensus 3.4%, CE forecast 3.6%) mostly reflected higher fuel prices. There were also tentative signs that higher energy prices are... 21st October 2026 · 3 mins read
Latin America Chart Pack Latin America Chart Pack (October 2026) Growth in the region appears to have weakened sharply in Q3 and, if anything, the risks to our below-consensus forecasts may now lie to the downside. High inflation across the region limits the extent... 20th October 2026 · 1 min read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (Oct. 2026) Hungary’s central bank (MNB) decided to leave its policy rate unchanged at 5.50% today despite further downside inflation surprises. We see the MNB opting for a prolonged pause in rates as it seeks to... 20th October 2026 · 2 mins read
Asia Economics Update Bank of Korea should look through the rise in core inflation The recent pick-up in core inflation in Korea is less concerning than may first appear. A large chunk of it can be attributed to the indirect impact of the energy shock and to the global AI boom... 20th October 2026 · 4 mins read
Asia Economics Update Bank Indonesia to hike on Wednesday to support rupiah The further sell-off today in Indonesia’s financial markets following MSCI’s latest threat to downgrade the country’s stock market means that a 25bp interest rate hike, to 6.00%, at Bank Indonesia’s... 19th October 2026 · 3 mins read
