Africa Chart Pack Africa Chart Pack (Sep. 26) Growth in Sub-Saharan Africa should remain resilient despite high energy prices and tighter global financial conditions. We’re optimistic relative to the consensus on growth in much of the region... 28th September 2026 · 0 mins read
Global Economics Chart Pack Global Economics Chart Pack (September 2026) The world economy has gained momentum in Q3. Business surveys have improved, trade is booming amid the AI buildout, and consumption has been resilient to high energy prices. Meanwhile, jobs growth has... 28th September 2026 · 1 min read
UK Economic Outlook Near-term pain, better times ahead The ongoing energy price shock is a further temporary setback to the UK economy rather than a permanent blow. If we’re right that over the next year the economy and labour market won’t be strong... 28th September 2026 · 14 mins read
China Chart Pack China Chart Pack (Sep. 2026) Our China Activity Proxy suggests that growth slowed further to just 1.3% y/y in August. This reflects lingering typhoon disruptions and continued weakness in fiscal spending, with local governments... 28th September 2026 · 1 min read
Capital Daily There are still reasons for optimism on US Treasuries Our base case remains that the Treasury rout will eventually turn into a rally, even though the risks of an even deeper sell-off are clearly growing. 28th September 2026 · 5 mins read
US Economics Weekly The Fed is unlikely to go as far as markets expect While the commentary from Fed officials this week suggests there is broad agreement on the FOMC that it has more near-term work to do, we are not convinced that the committee will tighten policy by as... 25th September 2026 · 6 mins read
Africa Economics Weekly Ethiopia conflict, Nigeria cuts rates, SA hikes This week’s renewed fighting raises the risk of Ethiopia sliding back into civil war, threatening what had up to now looked like strong growth prospects. Elsewhere, Nigeria’s large 350bp rate cut... 25th September 2026 · 5 mins read
Africa Economic Outlook Africa resilient but pockets of vulnerability remain Growth in Sub-Saharan Africa should remain resilient despite high energy prices and tighter global financial conditions. We’re positive relative to the consensus on growth in much of the region... 25th September 2026 · 19 mins read
Latin America Economics Weekly BanRep to hike, Mexican growth, Brazil’s election race The recent global bond market sell-off and rise in risk premia on Colombian assets is likely to shift BanRep's board in a more hawkish direction at next Wednesday's meeting. We now expect the central... 25th September 2026 · 5 mins read
Asia Economics Weekly Rupiah and rate hikes, Singapore inflation rises again Bank Indonesia eft interest rates on hold at 5.75% for a third consecutive meeting on Wednesday but recent experience suggests that further sharp falls in the rupiah in the coming weeks would push the... 25th September 2026 · 5 mins read
China Economic Outlook Near-term relief but headwinds remain Stronger fiscal spending should lift growth over the final months of the year. But we expect growth to slow further over the medium term. 25th September 2026 · 16 mins read
Emerging Europe Economics Weekly Hungary's new inflation target, Romania's fiscal mess The Hungarian central bank’s announcement of a new, lower inflation target this week puts the country one step further along the path to euro adoption. But arguably the bigger challenge in achieving... 25th September 2026 · 5 mins read
Australia & New Zealand Economics Weekly AI boost to productive capacity remains elusive We share RBA Governor Bullock’s view that the AI boom is currently doing more to boost demand than the economy’s supply side. With business surveys also suggesting that price pressures remain elevated... 25th September 2026 · 5 mins read
Latin America Rapid Response Mexico Interest Rate Announcement (Sep. 2026) Mexico’s central bank (Banxico) left interest rates unchanged again today, at 6.50%, and the communications suggest that Banxico is likely to remain on hold. But we think the balance of factors will... 24th September 2026 · 2 mins read
US Economic Outlook Strong growth and firm inflation to prompt more hikes The ongoing strength in AI investment should help to offset the hit to real incomes from the renewed rise in fuel prices, resulting in above-consensus GDP growth of 2.5% next year. That will lead to... 24th September 2026 · 17 mins read
Middle East & North Africa Rapid Response Egypt Interest Rate Announcement (Sep.) 24th September 2026 · 2 mins read
