US Chart Pack US Chart Pack (Feb. 2025) The economy continues to do well with GDP growing strongly and employment growth solid. We are concerned, however, that the Trump administration’s policies will weigh on GDP growth over the course of... 18th February 2025 · 1 min read
Europe Economics Update Key questions on Europe’s defence spending European governments are poised to further scale up their plans for defence spending in the coming years which should benefit the equity prices of European defence companies, but the boost to GDP is... 17th February 2025 · 5 mins read
Africa Economics Weekly Africa Weekly: SA Budget 2025, Trump Protectionism In South Africa, next week will see the Treasury present its budget for 2025, an event in which we think the government will struggle to balance the trade-offs of recommitting to fiscal tightening... 14th February 2025 · 7 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: NZ mulls tax cuts, Australia could gain from trade war Speculation has been growing that the New Zealand government will slash the corporate income tax rate in the upcoming May budget. Given that New Zealand’s corporate tax rate is higher than in most... 14th February 2025 · 6 mins read
Europe Economics Update Implications of an earlier Ukraine peace deal for Europe President Trump’s push for an early peace agreement in Ukraine raises the prospect of higher defence spending in Europe and increases the chance of a fall in European natural gas prices. But it does... 13th February 2025 · 3 mins read
Africa Chart Pack Africa Chart Pack (Feb. 2025) Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa this year. A shift towards trade protectionism in the US will hurt certain sectors in some... 13th February 2025 · 0 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Feb. '25) Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth in the Middle East and North Africa will accelerate in 2025 on the... 12th February 2025 · 1 min read
Japan Chart Pack Japan Chart Pack (Feb. 2025) With real household incomes rising the most in years and the savings rate rather high, the rebound in consumer spending will continue in 2025. And with the yen set to remain weak for longer and this... 12th February 2025 · 1 min read
Europe Economics Update German election: return of the GroKo? The latest opinion polls suggest that a CDU-SPD coalition is the most likely outcome of the German election. Such a coalition would be less likely to pursue labour market reforms and activist... 11th February 2025 · 3 mins read
Africa Economics Weekly Africa Weekly: SA SONA: Growth, fiscal discipline and Trump President Ramaphosa used his State of the Nation Address (SONA) to recommit to fiscal discipline and investment-led growth, but the government will struggle to balance the two objectives. And we doubt... 7th February 2025 · 5 mins read
Event Global Drop-In: Long Run Outlook – The global economic order post-Trump 1741705200 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.
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
