Event Drop-In: Will Germany's reform plans spark an economic recovery? 16th July 2026, 3:00PM BST A series of tax, pension and labour market reforms has raised hopes that Germany's new government is finally tackling the structural problems holding back the economy. The key questions are whether...
China Economics Weekly US-China AI competition continues to heat up This week’s reversal of US export controls on Anthropic’s most powerful AI models appears to have been partly motivated by the recent release of GLM-5.2, a highly competitive alternative that is... 3rd July 2026 · 6 mins read
UK Economics Weekly Burnham on the defensive, it’s markets not rules that matter How to achieve the government’s commitment to raise defence spending to 3.5% of GDP by 2035 will be a far bigger problem for prospective PM Burnham than the £4.7bn defence “black hole”. And a bit of... 3rd July 2026 · 4 mins read
Global Economic Outlook US strength points to renewed policy divergence With risks surrounding the Iran conflict receding, the focus is shifting back to domestic economic fundamentals, which point to widening growth and policy divergence across the major economies. The US... 30th June 2026 · 45 mins read
Global Economics Update UK fiscal risks significant, but not unique The UK’s political changes have once again drawn attention to its fiscal constraints, which will limit the new PM’s room for manoeuvre. But the UK is not alone. Several other major economies face... 29th June 2026 · 3 mins read
Latin America Economics Weekly De la Espriella’s challenges, Copom seeks to clarify The market reaction to Abelardo de la Espriella’s victory in Colombia’s presidential election hasn’t been as buoyant as might have been hoped, which may reflect concerns about the difficulties he will... 26th June 2026 · 5 mins read
UK Economics Weekly Devolution does not guarantee economic growth The political appeal of more devolution is clear, but the economic benefits are not. So should Andy Burnham become Prime Minister and pursue devolution, he may accrue some political points but the UK... 26th June 2026 · 4 mins read
Asia Economics Weekly Good news for Indonesia, but investor concerns remain Indonesia has avoided an immediate MSCI downgrade from EM status, but its continued inclusion now depends on further progress in market reforms ahead of a November review. The decision is therefore a... 26th June 2026 · 5 mins read
India Economics Update New PPI series: little difference now, bigger benefits later At first glance, India’s new Producer Price Index (PPI) tells us little that we did not already know. The headline PPI has tracked the rebased Wholesale Price Index (WPI), that it is going to replace... 25th June 2026 · 3 mins read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
Middle East & North Africa Economic Outlook Effects of the Iran war will be felt for years to come The re-opening of the Strait of Hormuz will trigger a recovery in the Gulf economies, but the damage already inflicted means these economies will still record sharp falls in GDP over this year as a... 23rd June 2026 · 17 mins read
UK Economic Outlook Fall in inflation to 2.0% in 2027 to trigger rate cuts We doubt the Bank of England will follow in the footsteps of some other central banks by raising interest rates. In fact, our economic forecasts are consistent with it cutting rates from 3.75% to 3.00... 23rd June 2026 · 15 mins read
Event UK Drop-In: Starmer resigns – What will a new government mean for the UK economy and markets? 22nd June 2026, 2:30PM BST What does Keir Starmer’s resignation mean for the UK economic and market outlook? What do we know about the policy priorities of Andy Burnham, the frontrunner to succeed him?
Latin America Economics Update Colombia joins Latin America’s shift to the right The victory for right-wing Abelardo de la Espriella in Colombia’s presidential election should pave the way for more pro-business policymaking, tighter fiscal policy and improved relations with the US... 22nd June 2026 · 3 mins read
Latin America Economics Weekly Colombia votes, Copom confusion Right-wing candidate de la Espriella is well placed to secure Colombia’s presidency on Sunday, paving the way for a shift towards more business-friendly policies and fiscal austerity. But he will... 19th June 2026 · 6 mins read
Asia Economics Weekly Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
