Japan Economics Weekly Vaccines for all by November, ¥1000 minimum wage The revised Q1 GDP figures and April wage data released this week suggest the economy was a little more resilient than first appeared in the early part of this year. And the economy is looking... 11th June 2021 · 7 mins read
Middle East & North Africa Economics Update Iran: nuclear deal, elections and the economy Negotiators appear to be closing in on an agreement to revive Iran’s nuclear deal which, if revitalised, would provide a substantial lift to Iran’s economy – it could plausibly expand by 8-10% per... 7th June 2021 · 6 mins read
Latin America Economics Weekly Peru & Mexico elections, (another) Argentine default? A victory for left-wing populist Pedro Castillo in Peru’s presidential election on Sunday would probably send local financial markets into a tailspin, but we doubt that investors would have much to... 4th June 2021 · 6 mins read
Africa Economics Weekly SA tightens virus curbs, Ghana surprises with rate cut The recent tightening of containment measures to curb South Africa’s third virus wave will probably not be as damaging for the economy as earlier rounds of restrictions. Even so, the prospect of... 4th June 2021 · 6 mins read
Latin America Economics Update Five key questions on Mexico’s midterm elections Sunday’s midterm elections in Mexico are widely seen as a referendum on President López Obrador’s tenure, and a strong result for his coalition could embolden him to pursue more interventionist... 2nd June 2021 · 4 mins read
Middle East & North Africa Economics Update Saudi: easing of restrictions paves way for H2 recovery Saudi Arabia’s economy suffered a small downturn in Q1 and the recovery so far this quarter has been slow-going. But, with the vaccine roll out picking up pace and restrictions being relaxed, coupled... 2nd June 2021 · 3 mins read
China Chart Pack The three-child policy: too little, too late State media announced today that China’s family planning policy will be relaxed to allow all families to have three children, up from the current limit of two. This comes shortly after China’s once-a... 31st May 2021 · 13 mins read
Asia Economics Update Malaysia: economic resilience in the face of lockdown Despite the worsening virus situation and the announcement of a “total lockdown”, Malaysia’s economy is likely to hold up relatively well, as booming exports offset the hit to private consumption. We... 31st May 2021 · 3 mins read
Latin America Economics Weekly Banxico sets a high bar for hikes, new virus worries The minutes to Banxico’s latest meeting revealed that Board members are becoming more wary about the outlook for inflation, but we think that there is a high bar for a tightening cycle to begin... 28th May 2021 · 6 mins read
Global Economics Update Will vaccine hesitancy prevent economies reopening? 28th May 2021 · 3 mins read
Canada Chart Pack Upside risks to inflation as the economy re-opens The jump in inflation to 3.4% in April was stronger than most forecasters expected and, with firms’ selling price expectations rising again in May, there seem to be further upside risks to inflation... 27th May 2021 · 8 mins read
Latin America Chart Pack Political risks coming to the fore Political risks have intensified in the Andes this month, which could be part of a broader trend throughout the region. In Colombia, the protests against tax reforms have pushed policymakers away from... 26th May 2021 · 13 mins read
Canada Economics Focus Tackling climate change will be costlier than elsewhere Over the next few years, there is potential for increased “green” investment to more than offset the negative economic effects of measures such as further carbon tax hikes. But given the economy’s... 26th May 2021 · 16 mins read
Asia Chart Pack Locking down The economic outlook for much of Emerging Asia has deteriorated in recent weeks in response to a sudden jump in COVID-19 infections. Daily cases are surging in Thailand and Malaysia, and while the... 26th May 2021 · 14 mins read
Africa Economics Update Vaccine supplies drying up, delaying recoveries Sub-Saharan Africa’s already slow vaccination campaigns received another blow with news this week that a key supplier, India’s Serum Institute, is delaying shipments further. African policymakers will... 21st May 2021 · 4 mins read
Asia Economics Weekly Exports continuing to boom as Asia shuts down Asian exports reached another record high last month. Strong demand for electronics, especially semiconductors, has been the key factor driving demand higher. But exports of other items, including... 21st May 2021 · 7 mins read
