UK Economics Rapid Response

UK S&P Global Flash PMIs (Feb. 2026)

February’s flash PMIs provides further signs of an encouraging start to the year for economic activity and suggests that inflationary pressures in the services sector increased a bit further. While we...

20th February 2026 · 3 mins read

Asia Economics Weekly

Bank of Thailand to cut again, Asia and the AI boom

We will be holding an online briefing on Wednesday to discuss the region’s long-term economic outlook out until 2050. You can register by clicking here. We expect the Bank of Thailand to cut rates at...

20th February 2026 · 6 mins read

Australia & New Zealand Economics Weekly

The case for back-to-back hikes by the RBA

Data released this week continue to indicate that the Australian economy is running up against capacity constraints. The relatively modest pickup in wage growth last quarter belies the fact that unit...

20th February 2026 · 5 mins read

Japan Economics Weekly

Looser fiscal policy has yet to manifest itself

The large supplementary budget passed in November provided no discernible boost to public spending last quarter, which supports our long-held view that the government only recorded a minuscule budget...

20th February 2026 · 5 mins read

Asia Rapid Response

Indonesia Interest Rate Announcement (Feb. 2026)

19th February 2026 · 2 mins read

Asia Rapid Response

Philippines Interest Rate Announcement (Feb. 2026)

19th February 2026 · 2 mins read

US Rapid Response

US Fed Minutes (Jan 27-28)

The minutes of the Fed’s late January policy meeting are arguably a little more hawkish than expected with “several participants indicat[ing] that they would have supported a two-sided description of...

18th February 2026 · 2 mins read

Latin America Chart Pack

Latin America Chart Pack (Feb. 2026)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Despite a modest acceleration last quarter, aggregate Latin America growth was...

18th February 2026 · 1 min read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Feb. 2026)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Recent downside inflation surprises across Central and Eastern Europe suggest there may be...

18th February 2026 · 1 min read

Africa Rapid Response

South Africa Consumer Prices (Jan. 2026)

South Africa’s headline inflation rate edged down to 3.5% y/y in January but this masked a small rise in the core rate which, at the margin, may make policymakers at the Reserve Bank hesitant to...

18th February 2026 · 2 mins read

UK Economics Rapid Response

UK Consumer Prices (Jan. 2026)

Coming on the back of the further easing in wage growth in yesterday’s release, the decline in CPI inflation from 3.4% in December to 3.0% in January (consensus 3.0%, CE 3.1%, BoE 2.9%) may be just...

18th February 2026 · 3 mins read

Australia & New Zealand Economics Update

RBNZ to hold fire on rate hikes until 2027

The new RBNZ Governor, Anna Breman, didn’t rock the boat at her inaugural meeting today. The Committee predictably left rates unchanged, while arguing that risks to the outlook remained two-sided...

18th February 2026 · 3 mins read

Australia & New Zealand Rapid Response

RBNZ Meeting (Feb. 2026)

Although the RBNZ remains cautious about the near-term outlook, it seems open to normalising policy settings before long.

18th February 2026 · 2 mins read

Emerging Europe Rapid Response

Romania Interest Rate Announcement (Feb.)

The National Bank of Romania left its policy rate on hold again today, at 6.50%, and despite the economy falling into recession at the end of last year, we think a return to monetary easing is still...

17th February 2026 · 2 mins read

Latin America Rapid Response

Colombia GDP (Q4 2025)

The weak 0.1% q/q expansion in Colombia’s GDP in Q4 was driven by weaker domestic demand and is the first tentative sign that the economy’s recent period of unbalanced growth may be coming to an end...

16th February 2026 · 2 mins read