Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (April 2026) The war in Iran will lead to sharp falls in GDP in the Gulf economies and weigh on energy importers, especially in Asia. Overall, though, so long as the conflict ends relatively soon in line with our... 16th April 2026 · 1 min read
Europe Economics Update EZ headline inflation to rise further, core little changed Headline inflation in the euro-zone rose to 2.6% in March and in our baseline forecast it increases to 3% in April then remains just above that level over the rest of the year. This increase largely... 16th April 2026 · 4 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Many major Latin American economies have received a terms-of-trade boost from the... 16th April 2026 · 1 min read
Emerging Markets Economics Update Gauging the early inflation impact of the energy shock The CPI figures for March show that, so far, the energy price shock has had a relatively limited impact on EM inflation. In part, that’s because of energy subsidies (particularly in Asia) and the... 15th April 2026 · 3 mins read
Emerging Europe Economics Update Hungary’s election: your questions answered This Update answers the questions that we received during our Drop-in on Hungary’s election result. (An on-demand recording is available here.) The primary implication of the opposition Tisza party’s... 13th April 2026 · 6 mins read
Latin America Economics Update High energy prices a double-edged sword Latin America as a whole is a net beneficiary from higher energy prices, but the terms of trade boost is limited (or in Mexico’s case more than offset) by a lack of domestic refining capacity. The... 13th April 2026 · 5 mins read
Event Drop-In: The Fed, ECB and Bank of England – Signals from the April meetings 30th April 2026, 3:00PM BST This online briefing examined the latest decisions from the Federal Reserve, European Central Bank and Bank of England, and how policymakers are balancing the inflationary impact of higher energy p
Latin America Economics Weekly Strong trade data, inflation jump, Peru votes The early trade data for March suggests that Brazil's economy is, on net, benefitting from the energy price shock and that Chile's rising energy import bill is being offset by strong exports... 10th April 2026 · 7 mins read
Europe Economics Weekly Lower gas price forecasts, ECB to leave rates unchanged We are revising our forecast for ECB policy rates (again!) to reflect our reassessment of the outlook for European natural gas prices. In our new baseline scenario for gas prices, euro-zone inflation... 10th April 2026 · 6 mins read
India Economics Weekly India local elections, RBI on hold India’s state election cycle has resumed, with voting now underway in Kerala and Assam, to be followed by Puducherry, Tamil Nadu and West Bengal later in April, with results due on 4th May. These... 10th April 2026 · 3 mins read
UK Economics Weekly Revising down our baseline UK inflation forecasts This week we have lowered our European natural gas price forecasts in our baseline scenario. As a result, we now expect UK CPI inflation to peak at around 4.0% (4.5% previously) and UK GDP to grow by... 10th April 2026 · 9 mins read
Africa Economics Weekly Kenya holds rates, Nigeria insecurity worsening The energy price shock prompted the Central Bank of Kenya to halt its easing cycle this week and, while policymakers sound relatively sanguine, they appear to be underestimating the risks from growing... 10th April 2026 · 7 mins read
Latin America Rapid Response Brazil IPCA (Mar. 2026) The rise in Brazilian inflation, to 4.1% y/y in March, was driven almost entirely by the energy shock feeding through to transport inflation; underlying price pressures eased last month. If the fall... 10th April 2026 · 2 mins read
Asia Economics Update BoK on hold as Middle East risks clouds outlook The Bank of Korea kept its policy rate on hold today at 2.50%, and hinted that it would be in no rush to adjust monetary policy settings anytime soon as it continues to monitor the impact of the... 10th April 2026 · 3 mins read
Japan Economics Weekly Stagflationary impact of energy shock now evident The plunge in consumer confidence coupled with the rather modest rise in import and producer prices last month seems to suggest that the net impact of the energy cost shock will be deflationary. But... 10th April 2026 · 4 mins read
Australia & New Zealand Economics Weekly Australia set to benefit from soaring EV sales While China is the key beneficiary of the recent surge in sales of electric vehicles in Australia and elsewhere, Australia will ultimately benefit from stronger demand for lithium as well. Meanwhile... 10th April 2026 · 5 mins read
