US Chart Pack Crisis easing, but economic damage yet to be felt Recent data suggest the economy’s strong start to the year was mostly sustained in February, with consumption growth set to accelerate in the first quarter, payroll employment growth robust and... 22nd March 2023 · 10 mins read
India Chart Pack Vulnerabilities lurk in the banking sector Spill-overs from the turmoil in the global banking system to India have been limited so far, but the big unknown is whether difficulties will flare up at home. Bank problems can arise via multiple... 22nd March 2023 · 9 mins read
Latin America Chart Pack Global turmoil hits Lat Am when it’s already down Strains in the global banking sector have flared up at a time when Latin America was in the midst of a period of economic weakness. Regional GDP fell in the final quarter of last year and surveys for... 22nd March 2023 · 12 mins read
India Economic Outlook Near-term softness, long-term optimism The RBI’s tightening cycle is in its final throes and, as the economy softens and inflation drops back to within the central bank’s 2-6% target range, we think rates cuts will materialise in early... 20th March 2023 · 20 mins read
Australia & New Zealand Economic Outlook Tightening cycles nearing their end Both the RBA and the RBNZ have more work to do to rein in the recent surge in inflation. That aggressive monetary tightening is starting to take its toll on economic activity and we expect GDP growth... 20th March 2023 · 2 mins read
UK Economics Focus Spring Budget – Generous, but lacking a long-term growth plan The Budget has taken a bit of a backseat given the renewed worries about the health of the global banking system, but the Chancellor, Jeremy Hunt, was a bit more generous than we expected and probably... 15th March 2023 · 14 mins read
UK Economics Update Spring Budget 2023 Checklist This checklist helps clients keep track of the key forecasts announced during the Spring Budget at 12.30pm (GMT) on Wednesday 15 th March. Our more detailed preview is here. We will send a Rapid... 14th March 2023 · 3 mins read
Japan Economic Outlook Economy on brink of mild recession The economy is on the brink of a mild recession but with underlying inflation still accelerating, we expect new Bank of Japan Governor Ueda to end Yield Curve Control at the upcoming meeting in April. 13th March 2023 · 23 mins read
Latin America Economics Weekly Could Copom cut (soon)? Chile’s tax reform We think that investors in Brazil are getting ahead of themselves by pricing in rate cuts as early as Q2. Despite February’s fall in inflation, core price pressures are still uncomfortably strong... 10th March 2023 · 5 mins read
UK Economics Weekly Slimming the size of the possible recession With the hit to real activity from high inflation having been and gone and mostly absorbed by government handouts and a real terms reduction in households’ pandemic savings, we no longer think there... 10th March 2023 · 7 mins read
Europe Chart Pack Q4 collapse in domestic demand a bad omen Recent evidence about the health of the euro-zone economy has been mixed. National figures released so far suggest industrial production rebounded in January but retail sales remained very weak. And... 8th March 2023 · 10 mins read
UK Economics Focus Spring Budget 2023 Preview We expect the Spring Budget on 15 th March to contain some giveaways confined to 2023/24. But a downgrade to the Office for Budget Responsibility’s (OBR) medium-term GDP growth forecasts will prevent... 8th March 2023 · 17 mins read
Event UK Drop-In: The economic and market consequences of the Spring Budget 1678894200 What will UK Chancellor Jeremy Hunt deliver in his Spring Budget?
China Economics Focus China’s economic roadmap for 2023 The economic plans that have been detailed at the National People’s Congress are more cautious and restrained than had seemed likely given the pro-growth messaging ahead of the event. That suggests... 6th March 2023 · 16 mins read
