India Chart Pack India Chart Pack (October 2025) After a very strong run, India’s economy faces a more challenging few quarters in the face of punitive US tariffs. But hopes are growing again that these could be reduced. And in any case, domestic... 23rd October 2025 · 1 min read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Oct. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe generally remained... 23rd October 2025 · 1 min read
UK Economics Rapid Response UK Public Finances (Sep. 2025) September’s figures highlight the poor performance of the public finances even though the economy hasn’t been terribly weak. This supports our view that the Chancellor will need to raise about £27bn... 21st October 2025 · 3 mins read
Europe Economics Weekly Small fiscal loosening in the euro-zone next year Draft 2026 budget plans submitted to the European Commission this week point to a moderate loosening of fiscal policy next year. In practice we think that the degree of policy loosening will be... 17th October 2025 · 5 mins read
Africa Economics Weekly Odinga’s passing, oil prices drop, Nigeria inflation The passing this week of Raila Odinga, a prominent politician in Kenya, is likely to result in his party being less committed to the governing alliance with President Ruto’s United Democratic Alliance... 17th October 2025 · 7 mins read
Japan Economics Weekly Incoming PM unlikely to loosen fiscal policy much The stars are aligning for Sanae Takaichi to become Japan’s first female Prime Minister as soon as Tuesday. While the parties that she needs to rely on to secure a parliamentary majority have all been... 17th October 2025 · 6 mins read
Global Economics Focus Financial repression to keep a lid on bond yields Financial repression is not a costless way to deal with public sector debt burdens, but it tends to be more politically palatable than the other options. Indeed, it is already happening and... 16th October 2025 · 25 mins read
Event Drop-In: Nigeria’s economic outlook – Reform momentum and policy risks 23rd October 2025, 3:00PM BST Nigeria’s economy appears to be responding to President Bola Tinubu’s reforms, with growth accelerating to a four-year high.
Japan Economics Update Lower BoJ profits not a major drag on public finances If we’re right that the Bank of Japan will lift its policy rate to 1.5% by 2027, its net interest income will turn negative over the next couple of years. However, its overall net income should remain... 16th October 2025 · 5 mins read
Asia Economics Focus Prabowo’s first year: abandoning the policy guardrails? Indonesia’s President Prabowo Subianto will mark a year in office on Monday (20th October). After an encouraging start, a series of protests in recent months have pushed his administration in the... 15th October 2025 · 15 mins read
Event Asia Drop-In: Japan’s leadership turmoil – economic and market implications 15th October 2025, 9:00AM BST Japan’s search for a new prime minister has upended its political landscape – and the outcome will shape the country’s economic and market outlook.
Middle East & North Africa Economics Update Tunisia between a rock and a hard place A surge in olive oil exports and a rebound in tourist arrivals, alongside Gulf and EU financial support, have helped to stave off a balance of payments crisis in Tunisia. But with the dinar... 13th October 2025 · 4 mins read
Africa Economics Weekly Kenya-Angola fiscal worries, Cocoa Price, Uganda GDP Angola joined Kenya this week in tapping the dollar bond market, but both countries continue to face fiscal consolidation challenges, meaning sovereign default concerns will linger. Meanwhile, Côte d... 10th October 2025 · 5 mins read
Europe Economics Update Assessing the impact of Next Generation EU We estimate that the EU’s pandemic recovery scheme, Next Generation EU (NGEU), will have boosted GDP in countries such as Greece and Italy by around 1.5% over its six-year lifetime. It therefore... 10th October 2025 · 4 mins read
UK Economics Weekly Is the Budget already buffeting the economy? The recent poor performance of the housing market and the weakness in consumer and business sentiment probably has more to do with rising inflation, higher mortgage rates and the stuttering jobs... 10th October 2025 · 9 mins read
Europe Economics Weekly France’s worrying deficit, Germany‘s timid reforms Even if it avoids early elections, France looks set to pass a budget which reduces the deficit only fractionally next year and President Macron’s prized pension reforms are now at risk of being partly... 10th October 2025 · 5 mins read
