Middle East & North Africa Chart Pack UAE the latest to loosen fiscal policy The past month has brought further signs that governments across the Gulf are responding to higher oil prices by ramping up spending. Both Abu Dhabi and Dubai, the two largest emirates that make up... 15th June 2018 · 1 min read
Emerging Europe Economics Update Is Russia’s demographic squeeze (finally) being tackled? The announcement that Russia’s Cabinet plans to raise the retirement age is a step in the right direction. While there are question marks about whether it will be implemented in full, it could stop... 14th June 2018 · 1 min read
Canada Economics Update NAFTA feud escalates The markets have dismissed the G7 trade spat between President Donald Trump and Prime Minister Justin Trudeau as much ado about nothing, which is understandable given the former’s infamously bellicose... 12th June 2018 · 1 min read
Japan Chart Pack 2% inflation target remains elusive Headline inflation has been falling recently as the impact of the short-lived spike in food prices over the winter has reversed. Energy inflation has continued to slow as utility bills are rising less... 12th June 2018 · 1 min read
Asia Economics Update Could North Korea be the next Vietnam? Tomorrow’s historic summit between Donald Trump and Kim Jong Un in Singapore has raised the (distant) prospect of international sanctions against North Korea being lifted, a move that one day could... 11th June 2018 · 1 min read
Global Economics Update Irish border issue looks set to tie Government’s hands The EU has shunned the Government’s backstop proposal for the whole of the UK to remain in the EU’s customs territory at the end of the transition period. It seems to us that this forces the... 8th June 2018 · 1 min read
US Economics Weekly G7 summit to highlight divisions on trade America’s isolation on trade policy, which will be on full show at this weekend’s G7 summit in Canada, raises the (admittedly still small) risks of a worst-case scenario in which the US tears up NAFTA... 8th June 2018 · 1 min read
Latin America Economics Update Argentina: IMF deal imposes ambitious fiscal targets Confirmation that Argentina has reached an agreement with the IMF over a financing package will help to restore investor confidence and provide a much-needed anchor for the country’s necessary... 8th June 2018 · 1 min read
Japan Economics Weekly Pick-up in fertility too little, too late The slump in the share of young women that are married combined with the delay when women have their first child suggest that the fertility rate may at best rise from the current 1.4 to around 1.5... 8th June 2018 · 1 min read
Asia Economics Weekly How will the Trump-Kim summit impact South Korea? Next week’s summit between Donald Trump and North Korean leader, Kim Jung Un, is a big deal politically, but even if a major breakthrough is announced, the impact on South Korea’s financial markets... 8th June 2018 · 1 min read
Africa Economics Update Ethiopia: Springtime in Addis Ababa? Reforms announced by Ethiopia’s government could upend the country’s political and economic model. This may eventually boost growth, but a delicate period of liberalisation will increase the risk of... 7th June 2018 · 1 min read
Middle East & North Africa Economics Update Jordan protests unlikely to upend IMF deal Ongoing protests in Jordan have already prompted the resignation of the prime minister and King Abdullah seems to be taking further steps to defuse the situation. The new tax law which triggered the... 6th June 2018 · 1 min read
Asia Economics Update Malaysia: What to make of BNM head’s resignation The resignation of Malaysia’s central bank governor amid accusations of corruption at the Bank is an encouraging sign that the new government’s anti-corruption drive is gathering pace. The new... 6th June 2018 · 1 min read
Global Economics Chart Pack World economy resilient to renewed trade tensions The risk of a global trade war has risen in the past few weeks. President Trump has gone ahead with plans to levy tariffs on steel and aluminium imports, which is likely to provoke retaliation. In... 5th June 2018 · 1 min read
Emerging Europe Economics Update Russia and the sanctions impact The imposition of more stringent US financial sanctions in April seems to have resulted in a long-lasting premium in Russia’s currency and bond market. But there has been little convincing evidence of... 5th June 2018 · 1 min read
India Economics Update Privatisation plans fail to take off The government’s record privatisation target set for this year is dependent in part on a smooth sale of a large stake in Air India. But with no firms having shown any serious interest in making a bid... 5th June 2018 · 1 min read
