Latin America Chart Pack Latin America Chart Pack (May 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. High energy prices have given a boost to terms of trade in many Latin American... 27th May 2026 · 1 min read
Africa Chart Pack Africa Chart Pack (May 26) Higher energy prices will boost Angola and Nigeria’s economies. With elections on the horizon, governments are likely to spend their windfall. Most others in the region are having to manage worse... 27th May 2026 · 1 min read
Australia & New Zealand Economics Update RBNZ set to hike rates in July The RBNZ’s decision to leave rates on hold today came down to the wire, and it signalled that it would need to unwind its accommodative stance sooner rather than later. Accordingly, we’re bringing... 27th May 2026 · 4 mins read
Australia & New Zealand Rapid Response RBNZ Meeting (May 2026) The RBNZ narrowly voted to leave rates on hold today and it seems like a hike could come sooner than our current forecast of Q4. That said, with the output gap still deeply negative, the Bank doesn’t... 27th May 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (April 2026) With price pressures somewhat contained for now, the RBA is all but certain to pause its tightening cycle in June. However, if we’re right that the rise in underlying inflation has further to run, the... 27th May 2026 · 2 mins read
India Economics Update India trip notes – heatwave, rupee, RBI and AI A week spent visiting clients and contacts in Delhi and Mumbai has underscored the extent to which the Middle East conflict is reverberating through the economy. Several of our discussions were... 26th May 2026 · 5 mins read
Event Europe Drop-In: Energy prices, inflation and the ECB 9th June 2026, 3:00PM BST A rate hike is priced in for its June meeting, but how will the ECB balance the growth-inflation trade-off into the second half of 2026?
Emerging Europe Rapid Response Hungary Interest Rate Announcement (May 2026) Hungary’s central bank (MNB) kept the base rate at 6.25% today, but weak price pressures and the rally in the forint suggest that the door has opened to easing, with a 25bp cut a possibility at the... 26th May 2026 · 1 min read
Japan Economics Update Could the BoJ lift rates into restrictive territory? The inflationary consequences of the Iran War have made us more confident in our view that the BoJ’s policy rate will climb to a neutral level of around 2% before long. However, the hurdles for the... 26th May 2026 · 5 mins read
Asia Economics Update Sri Lanka hikes rates as Asian policymakers become more hawkish Today’s sharp increase in interest rates in Sri Lanka highlights the country’s vulnerability to the crisis in the Middle East, and is unlikely to be the last unless the crisis subsides soon. Please... 26th May 2026 · 3 mins read
Emerging Europe Rapid Response Israel Interest Rate Announcement (May 2026) The Bank of Israel (BoI) restarted its easing cycle at today’s meeting, reducing its policy rate by 25bp, to 3.75%, and we think another cut of the same size is likely in July too. 25th May 2026 · 2 mins read
US Economics Weekly Fed alert to rising price pressures The hawkish tone of the Fed’s late-April minutes shows it would be ready to demonstrate its inflation-fighting credentials if it felt compelled to do so. We judge this would require a broadening in... 22nd May 2026 · 5 mins read
Canada Economics Weekly Soft demand helping to keep inflation in check Data released this week suggest the hit to consumer demand from higher energy prices is helping to offset some of the direct inflationary impact on firms’ costs. This reduces the risk of second-round... 22nd May 2026 · 5 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (May 2026) The conflict in the Middle East will lead to sharp falls in GDP in the Gulf economies and weigh on activity in energy importers, especially in Asia. Inflation has started to pick up and central banks... 22nd May 2026 · 1 min read
UK Economics Weekly Labour market too weak to generate big second-round effects We have been saying for some time that the current economic backdrop is much less conducive to a long-lasting bout of inflation than it was in 2022. This week’s news only adds to that feeling. As a... 22nd May 2026 · 4 mins read
