Asia Economics Focus Prabowo’s first year: abandoning the policy guardrails? Indonesia’s President Prabowo Subianto will mark a year in office on Monday (20th October). After an encouraging start, a series of protests in recent months have pushed his administration in the... 15th October 2025 · 15 mins read
Middle East & North Africa Economics Update The geopolitical ramifications of the Gaza peace plan The war in Gaza has fundamentally re-shaped geopolitics in the Middle East. Iran and Russia (and, indirectly, China) are nursing blows to their power in the region, which has created space for the US... 15th October 2025 · 5 mins read
Capital Daily The implications of Japan’s political turmoil for its markets We don’t think the political drama in Japan will be a drag on the country’s bond and stock markets and may, in the near term, even give them a boost. 15th October 2025 · 4 mins read
Latin America Economics Update The Argentine peso: what to expect after the mid-terms Despite denials from policymakers, we think that Argentina’s exchange rate regime in its current form is unsustainable and that there will be a change after the mid-term elections later this month. We... 14th October 2025 · 5 mins read
Commodities Update Key questions (and answers) on rare earth elements With China’s rare earth export controls back in the spotlight, this Update answers seven key questions on the in-vogue elements and the economic consequences of disruption to their supply. 13th October 2025 · 5 mins read
Event Asia Drop-In: Japan’s leadership turmoil – economic and market implications 15th October 2025, 9:00AM BST Japan’s search for a new prime minister has upended its political landscape – and the outcome will shape the country’s economic and market outlook.
Middle East & North Africa Economics Update Tunisia between a rock and a hard place A surge in olive oil exports and a rebound in tourist arrivals, alongside Gulf and EU financial support, have helped to stave off a balance of payments crisis in Tunisia. But with the dinar... 13th October 2025 · 4 mins read
Capital Daily US-China re-escalation fallout: two key lessons Moves in the US dollar and global equities since last week give an indication of how renewed US-China tensions, should they persist, would affect key financial markets. 13th October 2025 · 5 mins read
Event Drop-In: US–China trade tensions anew – A high-stakes game of chicken 14th October 2025, 3:00PM BST Is the latest flare-up in US–China relations simply brinkmanship ahead of a planned Trump–Xi meeting later this month, or a sign of structural tensions that point to a re-escalation of the trade wa
China Economics Update A high-stakes game of chicken President Trump has threatened to hit back hard if China doesn’t back away from the trade restrictions it announced last week. This latest dispute could still blow over if cool heads prevail – a... 13th October 2025 · 7 mins read
Emerging Europe Economics Weekly Ceasefire in Gaza, NBP’s dovish surprise The ceasefire in Gaza which came into force today will, if it proves lasting, support the ongoing recovery in Israel’s economy and makes an interest rate cut by the central bank at its next meeting... 10th October 2025 · 6 mins read
Latin America Economics Weekly Brazil’s job market, Argentina’s bailout, Peru’s crisis The announcement that the US Treasury purchased Argentine peso assets has provided a boost to Argentina’s financial markets. It's unclear what the US will demand in exchange, but it could include the... 10th October 2025 · 5 mins read
Europe Economics Weekly France’s worrying deficit, Germany‘s timid reforms Even if it avoids early elections, France looks set to pass a budget which reduces the deficit only fractionally next year and President Macron’s prized pension reforms are now at risk of being partly... 10th October 2025 · 5 mins read
Japan Rapid Response Japan Coalition Talks The departure of long-standing partner Komeito from Japan’s ruling coalition means that the election of Sanae Takaichi as PM is no longer guaranteed but we still expect her to declare victory... 10th October 2025 · 2 mins read
Japan Economics Weekly Fiscal uncertainty adds to case for BoJ inaction Sanae Takaichi won Saturday’s LDP leadership elections but is struggling to gather enough support in parliament to become PM as long-standing partner Komeito has threatened to abandon the coalition... 10th October 2025 · 4 mins read
China Economics Update China tightens its grip on rare earths (again) China has substantially expanded its rare earth export controls – these now apply not only to a wider range of elements and magnets but, on paper least, any goods that contain them in meaningful... 9th October 2025 · 4 mins read
