Latin America Economics Update Chile: the challenges facing President Kast Investors will welcome Chile’s new right-wing President José Antonio Kast – who will be sworn into office on Wednesday – but we doubt that he’ll be able to reinvigorate the copper sector and carry out... 10th March 2026 · 5 mins read
Event MENA Drop-In: The Iran conflict and the implications for Middle East economies 10th March 2026, 1:00PM GMT The Iran conflict has quickly escalated into a regional conflagration, generating significant uncertainty for economic outlooks across the Middle East.
China Economics Weekly NPC Press Conference: a little domestic rebalancing… Today's press conference for the heads of senior economic and financial ministries made clear that, while the leadership is looking to drive some degree of domestic rebalancing towards consumption... 6th March 2026 · 7 mins read
Europe Economics Update EZ GDP likely to keep rising despite energy shock Data published this morning showed that the euro-zone economy grew at a decent pace in Q4 last year. If the recent increase in energy prices is sustained, it will be a small drag on growth but not... 6th March 2026 · 3 mins read
China Economics Focus China's economic roadmap for 2026 China’s government has set some low-key targets for 2026 at the National People’s Congress. The official growth target has been reduced, fiscal policy will be looser, but only a touch, and monetary... 5th March 2026 · 31 mins read
Latin America Economics Update Colombia: no appetite for conventional fiscal tightening Colombian President Petro’s recently published draft pension decree would, if implemented, reduce the government’s financing needs. But it won’t make much of a dent in the large budget deficit and... 5th March 2026 · 3 mins read
China Economics Update China’s rebalancing conundrum A major policy push to boost domestic demand would both reflate China’s economy and reduce its large current account surplus, which is a source of tension with other countries. But this looks unlikely... 4th March 2026 · 9 mins read
China Economics Update How to interpret China’s budget China’s government will lay out its fiscal plan for 2026 at the National People’s Congress on Thursday. While the headline deficit target and special bond quota figures will get the most attention... 4th March 2026 · 8 mins read
Australia & New Zealand Economics Update Australia's public sector adding to inflationary pressures Australia’s public sector can’t be blamed for the renewed acceleration in inflation across the second half of last year. But the inexorable surge in public spending in recent years is a key reason why... 4th March 2026 · 3 mins read
UK Economics Update UK Fiscal Statement: Extra headroom may soon be wiped out The Chancellor didn’t announce any major new policies in her fiscal statement and, on the face of it, has a bit more money to play with come the Budget in the autumn. But that could be swamped by... 3rd March 2026 · 6 mins read
UK Economics Rapid Response UK Chancellor’s Fiscal Statement (3rd Mar. 2026) For more detailed analysis see here. The Chancellor didn’t announce any major new policies in her fiscal statement and, on the face of it, has a bit more money to play with come the Budget in the... 3rd March 2026 · 3 mins read
Japan Economics Update The fiscal cost from a resumption of energy subsidies Should the price of Brent crude oil spike to $90-100pb in the wake of the Iran war, the government could plausibly lift its energy subsidies by as much as 0.7% of GDP. While that would contribute to a... 3rd March 2026 · 5 mins read
China Chart Pack China Chart Pack (Feb 26) China’s economy expanded by just 3.1% in 2025. We expect growth to remain subdued this year too. While the recent change in US tariffs has improved the export outlook for China, we’re expecting less... 27th February 2026 · 0 mins read
Africa Economics Weekly South Africa Budget, Kenya’s monetary easing cycle South Africa's government opted – as we expected - to use its 2026 Budget to give away its recent revenue windfall. That it was able to do so reflects the remarkable turnaround in the public finances... 27th February 2026 · 6 mins read
