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
UK Economics Focus Election 2017 Preview With major differences between the main parties both on Brexit and the stance and mix of fiscal policy, the outcome of the general election on June 8th could have a rather greater impact on the... 1st June 2017 · 1 min read
India Economics Focus What next for the Modi government? During his three years in office, Prime Minister Modi has taken a more incremental approach to economic policymaking than many had hoped for. This is likely to set the tone for the coming years. Small... 1st June 2017 · 1 min read
Japan Data Response Capital Expenditure (Q1) Today’s capital spending figures suggest that business investment was fractionally stronger last quarter than initially reported. However, we expect next week’s revised GDP figures to confirm the... 1st June 2017 · 1 min read
India Economics Update Can the export recovery continue? The recovery in India’s exports over the past few months is due in large part (and somewhat surprisingly) to a rise in global oil prices as well as the strength of the rupee, which has boosted... 31st May 2017 · 1 min read
Japan Data Response Small Business Confidence (May) Small business confidence was little changed in May and points to continued gains in industrial output. But despite rising labour shortages, price pressures remain subdued. 31st May 2017 · 1 min read
Japan Data Response Industrial Production (Apr.) Even though firms are projecting a renewed fall in May and June, the jump in industrial production in April bodes well for GDP growth in the second quarter. 31st May 2017 · 1 min read
Africa Chart Pack Africa: Zuma, health concerns put politics centre stage Events over the past month have raised questions about the positions of the presidents of Sub-Saharan Africa’s three largest economies. Nigeria’s President Muhammadu Buhari missed a key speech... 30th May 2017 · 1 min read
UK Economics Update Brexit Watch: Tightening in polls heightens risks The significant narrowing in the Conservatives’ poll lead over Labour has raised the risk of a more fractious Brexit. Meanwhile, comments from the ECB saw the debate over the extent to which UK... 26th May 2017 · 1 min read
