Frontier Markets Wrap Politics centre stage In a quiet month for economic news across frontier markets, politics has provided a regular stream of headlines. Investors were buoyed by results from Argentina’s primary elections which showed that... 31st August 2017 · 1 min read
Japan Data Response Industrial Production (Jul.) The renewed fall in industrial production and the slump in capital goods shipments in July suggest that growth slowed in the third quarter. 31st August 2017 · 1 min read
Latin America Chart Pack Brazil’s political crisis puts back pension reform The past month has brought some signs that the continuing political crisis in Brazil is starting to weigh on the more ambitious elements of the government’s reform programme. While President Temer’s... 30th August 2017 · 1 min read
Middle East & North Africa Economics Update Intrigue in the House of Saud Changes at the top of the royal family have paved the way for King Salman’s son, Mohammed bin Salman, to accede to the throne, with some suggesting that an abdication and succession could take place... 30th August 2017 · 1 min read
Europe Data Response EC Business & Consumer Survey (Aug.) The rise in the EC’s measure of euro-zone economic sentiment in August left the index pointing to stronger GDP growth ahead and will do little to take the pressure off the euro exchange rate. But with... 30th August 2017 · 1 min read
Japan Data Response Small Business Confidence (Aug) Small business confidence was little changed in August and points to small gains in industrial production. But despite mounting capacity shortages, price pressures remain contained . 30th August 2017 · 1 min read
US Economics Update Debt ceiling negotiations about to enter crucial stage Congress should act to raise the debt ceiling by mid-October, but a short shutdown looks inevitable. Moreover, the tensions between the White House and the various Republican factions in Congress make... 28th August 2017 · 1 min read
UK Economics Update Brexit Watch: Fading red lines? The UK Government’s stated Brexit “red lines” appear to have faded further judging by the latest batch of position papers. However, the lack of a formal UK position on the financial settlement risks a... 25th August 2017 · 1 min read
Australia & New Zealand Economics Weekly How will New Zealand’s election affect its economy? The general election in New Zealand could have a bigger influence on the economy than seemed possible a few weeks ago. If National needs the support of NZ First to form a majority government then the... 25th August 2017 · 1 min read
Japan Economics Weekly Efforts to reform labour market fall short Japan’s government is worried that a sharp increase in the number of part-time workers will feed into weaker growth in productivity in future and it has proposed a package of labour reforms in... 25th August 2017 · 1 min read
Middle East & North Africa Chart Pack Qatar crisis reaches an impasse The diplomatic crisis between Qatar and regional powers seems to be in deadlock. Saudi Arabia and its allies revised their demands in July to something that appeared to be more palatable for Doha, but... 24th August 2017 · 1 min read
Africa Chart Pack Africa: Politics grabs headlines as key economies strengthen Attention this month focused on unfolding political dramas in Africa’s key economies. The president of South Africa narrowly saw off another no-confidence vote, Kenya’s president was re-elected in a... 24th August 2017 · 1 min read
Latin America Economic Outlook Recovery to strengthen over coming year After a torrid couple of years, the economies of Latin America have turned a corner and we expect growth to strengthen over the rest of 2017 and into 2018. Inflation has fallen in most countries and... 23rd August 2017 · 1 min read
Asia Chart Pack Will other central banks follow Bank Indonesia? Despite the current subdued rates of inflation across most of Emerging Asia, we don’t expect many of the region’s central banks to copy Bank Indonesia, which yesterday surprised markets by cutting... 23rd August 2017 · 1 min read
Europe Economics Update Hard work begins for Macron as 100-day honeymoon ends After 100 days in office, French President Emmanuel Macron has already begun to reform the labour market. But a decline in his approval rating and a darker fiscal outlook will make it difficult for... 21st August 2017 · 1 min read
