Latin America Rapid Response

Colombia Interest Rate Announcement (Mar. 2026)

Colombia’s central bank raised its policy rate by another 100bp, to 11.25%, at its meeting today and with the inflation outlook set to deteriorate further over the coming months, we think additional...

31st March 2026 · 2 mins read

Europe Chart Pack

Europe Chart Pack (Apr. 2026)

This Europe Chart Pack builds on the analysis and scenario forecasts published in the Global Economic Outlook (see here) to provide more detail on how the Iran War could influence inflation, GDP...

31st March 2026 · 1 min read

China Chart Pack

China Chart Pack (Mar. 26)

China’s growth picked up at the start of the year, thanks to a boost from stronger fiscal spending and exports. This year’s Budget suggests that this fiscal support won't last. As a net energy...

31st March 2026 · 0 mins read

Emerging Europe Rapid Response

Israel Interest Rate Announcement (Mar. 2026)

The Bank of Israel (BoI) left its policy rate unchanged at 4.00% today amid concerns about renewed inflationary and geopolitical risks. Interest rates will remain on hold at the upcoming meetings, but...

30th March 2026 · 2 mins read

US Economics Weekly

Manufacturing dragging down non-residential construction

We do not expect the war in Iran to dent the data centre buildout but, with manufacturing construction investment falling sharply, we may still be overestimating the outlook for non-residential...

27th March 2026 · 8 mins read

Africa Economics Weekly

Fuel prices, SARB watching second-round effects

African government’s responses to rising fuel prices are falling into two camps: those passing higher costs directly to consumers and those absorbing them. Kenya and Ethiopia are doing the latter but...

27th March 2026 · 7 mins read

Europe Economics Weekly

Effects of Iran conflict beginning to show up

There were clear signs this week that the Iran conflict is causing inflation and inflation expectations to rise in the euro-zone. Next week we expect to learn that headline inflation jumped from 1.9%...

27th March 2026 · 9 mins read

Latin America Economics Weekly

Few signs of fuel subsidies, the right on the rise

Governments in Latin America, unlike those in other parts of the emerging world, have generally refrained from large fiscal measures to shield households and businesses from higher energy prices...

27th March 2026 · 7 mins read

India Economics Weekly

Government steps up response, inflation target retained

After initially moving quite slowly, India’s government has stepped up its response to the impact of the Middle East conflict over the past few days. Excise duties on fuel exports have been hiked to...

27th March 2026 · 3 mins read

Emerging Europe Economics Weekly

New outlook, Turkey FX reserves, Russia’s fiscal boost

The early signs suggest that the Iran conflict and surge in energy prices have had only a limited impact on activity across Emerging Europe so far. But balance of payments pressures are building in...

27th March 2026 · 7 mins read

Asia Economics Weekly

Challenging inheritance for new Bank of Korea governor

Incoming Bank of Korea Governor Shin Hyun-song brings formidable credentials and his appointment will reassure investors unsettled by high debt levels in Korea and the jump in property prices in Seoul...

27th March 2026 · 5 mins read

Australia & New Zealand Economics Weekly

Rising inflation expectations are a problem for the RBA

There are signs that Australia's electricity inflation will ease in the coming months, as domestic generation costs remain contained despite the crisis. However, the more pressing concern for...

27th March 2026 · 4 mins read

Latin America Rapid Response

Mexico Interest Rate Announcement (Mar. 2026)

Mexico’s central bank (Banxico) delivered a dovish surprise today as it lowered its policy rate by 25bp, to 6.75%, and signalled that it would consider cutting interest rates again. While this could...

26th March 2026 · 2 mins read

UK Economics Chart Pack

UK Economics Scenarios Chart Pack (Mar. 2026)

This special UK Economics Scenarios Chart Pack builds on the analysis and scenario forecasts published in the Global Economic Outlook (see here) to provide more detail on how the Iran War could...

26th March 2026 · 1 min read

Africa Economics Update

SARB looks through energy shock, for now

The South Africa Reserve Bank held it repo rate at 6.75% again today as it made clear that it will look through the initial energy price shock. For now, so long as the war ends in the coming weeks as...

26th March 2026 · 3 mins read