RBA Watch RBA will remain on hiatus until Q3 2026 The RBA will leave its cash rate unchanged at 3.6% on 4th November. And with inflation proving stubborn, the Bank is likely to remain on hold until the second half of next year. That said, a prolonged... 29th October 2025 · 8 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3 2025) With inflation vastly overshooting the RBA’s forecasts, the Bank won’t cut interest rates at its November meeting and the chances that it won’t loosen policy any further are rising. 29th October 2025 · 2 mins read
Event EM Drop-In: Egypt’s economic rebound – How secure is this recovery? 19th November 2025, 10:00AM GMT Faster growth, lower inflation, easing rates and a stronger currency – the signs point to Egypt pulling back from the brink. But has enough been done to lock in these gains?
US Economics Update The Treasury forces the Fed's hand on QT If the Fed does decide to call time on its quantitative tightening (QT) this week it will be responding to the Treasury’s efforts to rebuild its cash reserves after the debt ceiling was raised this... 28th October 2025 · 4 mins read
Event UK Drop-In: The Bank of England’s November decision – What’s next for rates? 6th November 2025, 3:00PM GMT Our UK economists hosted an online briefing shortly after the announcement to unpack the latest communications and tackle the key issues shaping the UK macro and policy outlook.
Latin America Chart Pack Latin America Chart Pack (Oct. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin American economies fared poorly in Q3 and we think that headwinds ranging... 28th October 2025 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (Oct. 2025) The latest data suggest that global GDP growth picked up to over 3% in Q3. World trade continues to shrug off US tariffs, global industry has been resilient, and lower interest rates have supported a... 28th October 2025 · 1 min read
Europe Economics Update ECB Bank Lending Survey (Q3 2025) The ECB’s latest Bank Lending Survey, published this morning, suggested that mortgage demand in the euro-zone continues to be strong. But households remain reluctant to borrow to boost their... 28th October 2025 · 2 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Oct. 2025) Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. We expect the Middle East and North Africa to record its fastest rate of GDP... 28th October 2025 · 1 min read
Japan Economics Focus Faster food inflation increasingly structural The continued strength in food inflation is increasingly being driven by rapid growth in labour costs, not least due to strong minimum wage hikes. With wage growth set to remain strong, we expect food... 28th October 2025 · 14 mins read
US Chart Pack US Chart Pack (Oct. 2025) Strong AI-related business investment and resilient consumer spending means we now expect growth to average near-3% in the second half of the year. The recent slowdown in employment growth and limited... 27th October 2025 · 1 min read
Canada Economics Weekly Trade talks termination emblematic of trade woes President Trump’s termination of trade talks won’t make a big difference to the near-term outlook, given rumours that any imminent deal would only provide modest tariff relief to the metals sectors... 24th October 2025 · 5 mins read
Latin America Economics Weekly All eyes on Argentina’s election, Mexico’s weak economy Argentines head to the polls on Sunday in crucial mid-term elections that will determine the future of President Milei's stabilisation programme. A poor showing for his La Libertad Avanza party would... 24th October 2025 · 8 mins read
Latin America Rapid Response Brazil IPCA-15 (Oct. 25) The small fall in inflation in Brazil, to 4.9% y/y in mid-October, is unlikely to materially change the central bank’s hawkish tone. The start of an easing cycle is approaching, but it’s likely to be... 24th October 2025 · 2 mins read
Europe Economics Weekly Tensions simmering between the EU and China Tensions between the EU and China over rare earths and semiconductors, which continued to simmer this week, could weigh on euro-zone industry, particularly the defence and auto sectors. Next week, the... 24th October 2025 · 10 mins read
Emerging Europe Rapid Response Russia Interest Rate Announcement (Oct.) The decision by the Central Bank of Russia (CBR) to slow the pace of its easing cycle today with a 50bp cut in its policy rate, to 16.50%, was pinned largely on the inflationary impact of the upcoming... 24th October 2025 · 2 mins read
