Event Global Drop-In: Long Run Outlook – The global economic order post-Trump 11th March 2025, 3:00PM GMT Imagine a world after Donald Trump. The returned president’s rapidly unfolding policy agenda will have bearing on the US and global economies in the near-term. But could forces like shifting...
Event Drop-In: The Future of Europe – Is the renewed optimism justified? 1747922400 The shift in sentiment toward Europe – from deep pessimism to renewed optimism – has been striking.
Event EM Drop-in: South Africa’s budget – Third time’s a charm 1747836000 Our EM economists provided their immediate response to the South Africa budget in this 20-minute online briefing.
Event Drop-In: South Africa’s 2025 Budget – Fiscal risks, macro and market consequences 1741797000 After last month’s shock postponement, South African Finance Minister Enoch Godongwana is finally expected to present a 2025 national budget on 12th March.
India Economics Weekly India Weekly: Budget, RBI, Delhi election, Modi-Trump meeting A busy week for domestic policymaking began with the Finance Ministry showing fiscal restraint in the FY25/26 Union Budget and concluded with the RBI kicking off its easing cycle, with an election in... 7th February 2025 · 4 mins read
UK Economics Chart Pack UK Economics Chart Pack (Feb. 2025) Despite the recent weak news on activity and the uncertainty around the global outlook due to Trump’s US import tariffs, the stronger news on domestic price pressures means the Bank of England will... 5th February 2025 · 1 min read
Europe Economics Focus German economy post-election: from bad to not much better We expect Germany’s next government to reform the national fiscal rule to allow some tax cuts and increased public investment. But it is likely to make slow progress on structural reforms such as... 4th February 2025 · 22 mins read
Canada Economics Weekly Canada Weekly: Tariff threat puts policymakers in a bind Despite the best efforts of the Canadian government to convince US officials that the border is secure, President Trump reiterated on Thursday that his administration will impose a 25% tariff on... 31st January 2025 · 6 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jan. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economies in Eastern Europe picked up a bit of momentum at the end of 2024, but we don’t... 31st January 2025 · 1 min read
UK Economics Weekly UK Weekly: Chancellor won’t “kickstart” growth, but LT outlook rosy While we doubt the Chancellor’s plans to “kickstart economic growth” will lift the economy out of its recent malaise in the coming quarters, at the margin her strategy of growing the supply side of... 31st January 2025 · 4 mins read
China Chart Pack China Chart Pack (Jan. 25) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. The economy should accelerate over the near-term, driven by consumption-boosting policy support. But... 31st January 2025 · 1 min read
India Economics Weekly India Weekly: Can policymakers bring back the good times? We doubt that Finance Minister Nirmala Sitharaman will deliver a big stimulus package to get the economy out of its recent soft patch in tomorrow's Union Budget announcement. That will leave the onus... 31st January 2025 · 3 mins read
Middle East & North Africa Economics Weekly MENA Weekly: OPEC+ and Trump, Egypt’s debt issuance President Trump’s call for OPEC+ to “bring down the cost of oil” is unlikely to change the outcome of group’s meeting on Monday; it is likely to stick to plans to gradually raise oil output from April... 30th January 2025 · 7 mins read
Emerging Markets Financial Risk Monitor EM Financial Risk Monitor (Jan. 2025) Financial vulnerabilities remained near multi-year lows across EMs at the end of last year, driven by a further decline in currency crisis risk. The overall picture remains one of EM resilience and... 29th January 2025 · 1 min read
India Chart Pack India Chart Pack (January 2025) After a stellar run, India’s economy has entered a softer patch that will continue for a few more quarters. We think that will portend an underperformance in local equities relative to other major... 22nd January 2025 · 1 min read
