Middle East & North Africa Economics Focus Why is inflation in Saudi Arabia so low? Saudi Arabia’s inflation rate has been remarkably soft relative to most of the emerging world in the post-pandemic era and we think it will slow further – and be weaker than most expect – over the... 14th July 2025 · 11 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Romania inflation rebound, Trump’s Russia statement Romania’s fiscal tightening measures will add to the country’s inflation problem in the near term, and we’ve significantly revised up our CPI forecast over the next year. While the consensus view is... 11th July 2025 · 5 mins read
Africa Economics Weekly Africa Weekly: South Africa’s tariff, US courting West Africa South Africa was once again threatened with a 30% reciprocal US tariff, but we worry its testy US relationship means the risk of higher tariffs has not gone away – particularly in light of Brazil’s... 11th July 2025 · 5 mins read
Canada Economics Weekly Canada Weekly: Defence boost demands more than a federal whip-round The federal government’s ambitious plans to boost defence spending will require more than operational spending cuts, although Canada’s favourable fiscal position leaves plenty of scope to borrow... 11th July 2025 · 6 mins read
Event India Drop-In: Budget, RBI & the road ahead 28th January 2026, 9:00AM GMT 2025 was another stellar year for India's economy. But with headwinds building in 2026, will policymakers need to step up their game?
Event Europe Drop-In: Are we too bearish on the euro-zone outlook? 26th February 2026, 3:00PM GMT Signs of life in the euro-zone economy have sparked hopes that a meaningful recovery may finally be underway. But our growth forecasts for this year and next remain below consensus.
Event Drop-In: UK Outlook – More tax rises to add to economy’s woes 1st October 2025, 3:00PM BST Our latest UK Economic Outlook explains how the Chancellor’s likely tax hikes in November’s Budget risk adding to the existing drags on economic growth and the labour market, resulting in the Bank
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.
Event UK Drop-In: Budget Preview - What to expect for the economy and markets 19th November 2025, 3:00PM GMT Will the Chancellor’s second Budget be as big and as bad for the economy as her first? Will it dampen or ignite the gilt market’s fiscal fears?
Event LatAm Drop-In: Brazil under pressure – Macro and market outcomes in a higher tariff world 23rd September 2025, 3:00PM BST Brazil now faces the highest non-reciprocal US tariff rates in the world – a stark sign of the breakdown in US-Brazil relations.
Event Drop-In: Another French government falls – what next for its economy and markets? 6th October 2025, 3:00PM BST The resignation of Prime Minister Sébastien Lecornu adds fresh uncertainty to France’s economic and market outlook.
Event Asia Drop-In: Indonesia in turmoil – Macro and market implications 9th September 2025, 8:00AM BST The sacking of Indonesian finance minister Sri Mulyani Indrawati marks the latest twist in a crisis that has been engulfing what until recently was one of Asia’s standout growth stories.
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.
Event Drop-In: France’s political turmoil and the fragility of global bond markets 9th September 2025, 10:00AM BST François Bayrou has survived eight no-confidence votes since becoming France’s Prime Minister late last year.
Event Drop-In: The World in 2026 - The global macro and market outlook 10th December 2025, 3:00PM GMT Will the US economy continue to outperform on the back of the AI boom? How will trade tensions shape global macro outcomes?
Event UK Drop-In: The Chancellor’s Spring Statement – Fiscal signals, political risks, market implications 3rd March 2026, 3:00PM GMT Our UK team hosted this on-the-day briefing covering the latest signals from Number 11, and what they mean for the UK's economic and financial market outlook.
