Japan Chart Pack Consumer revival underway The recovery in Japan’s economy since early last year has mostly been driven by a surge in exports, but Japanese consumers also seem to be joining the party. Consumer spending is on track for another... 13th June 2017 · 1 min read
Europe Economics Update What do political developments mean for Italy’s economy? On the face of it, the Five Star Movement’s poor showing in recent local elections bodes well for pro-euro parties and Italy’s economy. However, the chance of an early election has fallen, so... 12th June 2017 · 1 min read
Europe Economics Update Macron’s majority bodes well, but reform won’t be easy Results of the first round of French parliamentary elections suggesting that Emmanuel Macron’s La République En Marche will achieve a huge majority bode well for the French economy and for EU... 12th June 2017 · 1 min read
Global Markets Update UK political turmoil doesn’t mean market mayhem We doubt that political uncertainty after Thursday’s UK General Election will itself have a big effect on the markets. However, there could be significant moves if the endgame is a Labour-led... 9th June 2017 · 1 min read
UK Economics Weekly Will political uncertainty weigh on the economy? There are reasons why the political uncertainty triggered by the hung Parliament result won’t weigh too heavily on GDP growth. After all, the UK economy has proved resilient to recent bouts of... 9th June 2017 · 1 min read
UK Economics Update Brexit Watch: “Softer” Brexit now more likely, but risks remain The Hung Parliament resulting from the General Election on balance probably increases the chances of a “softer” form of Brexit, although remaining in the single market indefinitely does not appear to... 9th June 2017 · 1 min read
India Economics Update Privatisation plans face hurdles Renewed talk of the government ramping up its privatisation drive is welcome, but its aim of raising INR725bn through asset sales of various state-owned companies this year still looks unrealistic. In... 9th June 2017 · 1 min read
UK Economics Update Hung Parliament: what happens now? With no party gaining a majority in the General Election, the UK looks set to face a period of uncertainty about the outlook for policy, Brexit and the possibility of another election. It is still... 9th June 2017 · 1 min read
Middle East & North Africa Economics Update Fears over Qatar’s dollar peg misplaced The diplomatic spat between Qatar and its neighbours has sparked fears that it may be forced to devalue the riyal, but we think this is highly unlikely. In particular, the country’s strong balance... 8th June 2017 · 1 min read
UK Economics Update A guide to election night Our Election Preview, published 1st June, contains our detailed analysis of the potential impact of the election. This UK Economics Update focuses on the results process and short-term implications of... 8th June 2017 · 1 min read
Latin America Economics Update Brazil’s electoral court ruling: a primer Brazil’s electoral court has reconvened this week to rule on whether illegal campaign donations made during the 2014 presidential election invalidate the Rousseff-Temer ticket. In this Update, we... 6th June 2017 · 1 min read
Latin America Economics Update Spillovers from Venezuela’s crisis limited to smaller economies The deepening crisis in Venezuela could have significant spillovers to some Central American and Caribbean countries such as Nicaragua and Cuba. But the impact on larger countries in the region... 6th June 2017 · 1 min read
Europe Economics Update Parliamentary majority will aid Macron’s reform efforts Emmanuel Macron’s party, La République En Marche, looks set to win a parliamentary majority in elections that kick off this Sunday, diminishing fears of political paralysis. But the path to reform... 6th June 2017 · 1 min read
Middle East & North Africa Economics Update Economic fallout from Qatar diplomatic spat likely to be limited The recent spat between Qatar and regional powers has escalated over the past 24 hours, but there are good reasons to think that the impact on these economies and global energy markets will be limited... 5th June 2017 · 1 min read
UK Economics Update Brexit Watch: Election Special With less than a week to go until the General Election on 8th June, the polls have continued to narrow and the outcome is less certain than it seemed a few weeks ago. In this special edition of Brexit... 2nd June 2017 · 1 min read
UK Economics Weekly Markets bank on comfortable Conservative win Despite the recent narrowing in the opinion polls, markets still seem to be banking on a sizeable Conservative majority in Thursday’s General Election. Any different outcome could therefore have a... 2nd June 2017 · 1 min read
