Global Economics Focus The Tariff State of Play This Focus provides a detailed analysis of recent changes in US tariff policy and discusses what future changes are likely. It addresses some key questions about how the new Section 301 and Section... 7th August 2026 · 19 mins read
Latin America Economics Update Colombia: The challenges facing de la Espriella The major economic challenge facing Abelardo de la Espriella when he assumes Colombia’s presidency on Friday will be stabilising the public finances after years of fiscal largesse under outgoing... 5th August 2026 · 3 mins read
Canada Economics Weekly The Great Ottawa Shakedown continues Prime Minister Mark Carney's refusal to use energy exports as leverage against the US and decision to ditch yet another levy on US Big Tech shows Ottawa has succumbed to the pressure of watching an... 31st July 2026 · 5 mins read
China Economics Weekly Chipmaking progress doesn’t change bigger picture While news this week that a Chinese firm has started to mass-produce advanced lithography machines is a momentous development for chipmaking in China, China's hardware lag is still significant. As a... 31st July 2026 · 5 mins read
Latin America Economics Weekly Regional rightward shift, Copom’s final rate cut? Keiko Fujimori's initial steps as Peru’s president point towards improved relations with the US and tighter fiscal policy, but whether she can achieve the latter will depend on her ability to build... 31st July 2026 · 6 mins read
China Rapid Response China Politburo Meeting (Jul. 26) The Politburo has just concluded its July meeting which, as usual, focused on economic affairs. The tone was less upbeat than the April meeting, presumably reflecting the deterioration in a number of... 30th July 2026 · 3 mins read
Latin America Economics Update The macro implications of Lat Am’s shift to the right The political shift to the right in Latin America is likely to lead to a stronger geopolitical alignment with the US and economic policies that reduce country risk premia. Economic reforms may allow... 29th July 2026 · 5 mins read
US Economics Weekly Tariff wall rebuild underway The new forced labour Section 301 tariffs that took effect today are only part of the administration’s broader strategy to push the average tariff rate back towards its pre-IEEPA-ruling level of... 24th July 2026 · 6 mins read
India Economics Weekly Cockroaches and bitter pills This week's headlines have been dominated by youth protests in Delhi and President Trump's proposed tariffs on imported generic medicines. But while politically challenging, we doubt that either will... 24th July 2026 · 4 mins read
Global Economics Update What is the future of US tariffs? The “Section 122” global tariff imposed by the Trump administration after the Supreme Court struck down its IEEPA tariffs (including those from “Liberation Day”) in February will expire on Friday, to... 23rd July 2026 · 6 mins read
Africa Economics Update Tinubu enters 2027 polls with a solid economic record Nigeria’s president, Bola Tinubu, will head into the elections in six months’ time at the helm of an economy with a stronger external position, a more credible central bank and some modest fiscal... 22nd July 2026 · 4 mins read
Global Economics Update Key lessons from the Iran war so far The Iran war has (already) lasted longer than we initially assumed in our base case but the disruption to energy markets and hit to the global economy have been more limited. This resilience will be... 21st July 2026 · 8 mins read
Event UK Property Drop-In: Can the UK get building again? 28th July 2026, 3:00PM BST Construction output dropped to its lowest level since the COVID-19 lockdowns in the first quarter of 2026, with housing and commercial development both dropping back.
UK Economics Weekly Burnham inherits economic resilience that won’t last The recent resilience of the UK economy is unlikely to last in the second half of the year when the full effects of higher energy prices are felt. Further ahead, Andy Burnham is unlikely to achieve a... 17th July 2026 · 10 mins read
China Economics Weekly Global views are shifting in China’s favour Public opinion favours China over the US in most major economies, according to survey data published by the Pew Research Center this week. That includes several countries that we classify as... 17th July 2026 · 5 mins read
Emerging Europe Economics Weekly US sanctions talk, Hungary’s constitution, oil prices Renewed momentum in the US to tighten sanctions on Russia, including through the imposition of secondary tariffs on countries purchasing Russian energy, could add further pressure on the economy and... 17th July 2026 · 5 mins read
