Emerging Europe Economics Update Hungary: Fidesz to face tougher economic challenges in third term The ruling Fidesz-KDNP coalition looks set to win another majority at the forthcoming Hungarian legislative elections, but after enjoying a period of strong GDP growth and low inflation in its current... 26th March 2018 · 1 min read
Global Economics Update Curtain raised on future relationship negotiations As expected, on Friday the EU Council endorsed a transition period and the opening up of a new strand of negotiations on the future relationship. But unless the UK can come up with a solution to the... 23rd March 2018 · 1 min read
UK Economics Update Curtain raised on future relationship negotiations As expected, on Friday the EU Council endorsed a transition period and the opening up of a new strand of negotiations on the future relationship. But unless the UK can come up with a solution to the... 23rd March 2018 · 1 min read
Europe Economics Weekly What does the Brexit transition deal mean for the EU? A key hurdle in securing a relatively smooth UK exit from the EU has been passed. The Brexit transition deal preserves the current economic relationship between the UK and the EU for 21 months after... 23rd March 2018 · 1 min read
Japan Economics Weekly Escaping demographic destiny The conventional wisdom is that population ageing results in a falling savings rate and rising interest rates. Yet Japan, despite the high average age of its population, runs a sizeable current... 23rd March 2018 · 1 min read
US Economics Update How big a deal are the China tariffs? The tariffs on Chinese imports outlined by President Donald Trump today won’t have a huge impact on the economy even if implemented in full, and we suspect they will end up being watered down. But as... 22nd March 2018 · 1 min read
Latin America Economics Update Peru: Kuczynski resignation unlikely to disrupt recovery The resignation of Peruvian president Pedro Pablo Kuczynski (PPK) is likely to be followed by a smooth and swift transition of power to Vice President Martín Vizcarra. And with financial conditions... 22nd March 2018 · 1 min read
Japan Data Response Flash Manufacturing PMI (Mar.) While the manufacturing PMI weakened in March, it remains consistent with solid gains in industrial production. However, the hard data suggest that output will fall this quarter. 22nd March 2018 · 1 min read
Middle East & North Africa Economics Focus Egypt: what to expect from al-Sisi’s second term? Egypt’s President al-Sisi is certain to emerge victorious in next week’s election and will begin his second term just as the economy is about to enjoy a cyclical upturn in growth. Beyond the next few... 21st March 2018 · 1 min read
Emerging Europe Economics Update Russia and the sanctions threat The fall in Russia’s external liabilities over the past few years has reduced the extent to which its economy might be adversely affected by the imposition of additional financial sanctions. By the... 20th March 2018 · 1 min read
Japan Economics Update Monetary Indicators Monitor (Feb.) Japanese households and firms now both receive more in interest income than they pay out on their debt. That is making life difficult for banks. The main factor keeping them afloat is their sizeable... 20th March 2018 · 1 min read
Emerging Europe Economics Update Putin 4.0: what to look out for Vladimir Putin’s landslide victory in yesterday’s presidential election has barely caused a ripple in local markets. The focus will now turn to the appointment of a new cabinet, which may provide... 19th March 2018 · 1 min read
China Economics Update New PBOC chief a safe choice but his hands are tied After 15 years at the helm of the People’s Bank, Zhou Xiaochuan is passing the title of governor to his protégé Yi Gang, a technocrat with two decades of experience at the central bank. Yi has been a... 19th March 2018 · 1 min read
Middle East & North Africa Chart Pack Saudi royal tour highlights reform and geopolitical risks Saudi Arabia’s Crown Prince Mohammed bin Salman (known as MbS) is in the midst of a global tour, which has highlighted the challenges facing his Vision 2030 economic reforms as well as ongoing... 15th March 2018 · 1 min read
Asia Chart Pack Emerging Asia not turning its back on free trade Less than a week after the official launch of the 11-country Comprehensive and Progressive Agreement for Trans-Pacific Partnership (CPTPP) at a ceremony in Chile, other countries are already queuing... 14th March 2018 · 1 min read
Japan Chart Pack Expansion has become shakier Revised GDP figures confirmed that the economic recovery continued apace in Q4. However, the more recent monthly activity data suggest that the longest period of uninterrupted expansion since the late... 14th March 2018 · 1 min read
