Global Economics Update Is the UK (or France) heading for an IMF bail-out? The UK’s fiscal and balance of payments position may be far from a picture of health but speculation that it may be forced to turn to the IMF for a bailout is far-fetched. The risks are greater for... 27th August 2025 · 5 mins read
Middle East & North Africa Economics Update Saudi Vision 2030: where do things stand with five years to go? Saudi Arabia’s Vision 2030 reform programme passed the halfway mark last year and we published an in-depth Focus evaluating the progress so far. This Update takes a fresh look at how close the... 27th August 2025 · 5 mins read
Climate Economics Monthly Climate Monthly: Tackling overcapacity; plastic pact bottled; beef-flation Overcapacity in China’s solar industry is set to remain a significant concern for policymakers and leading firms – in both China and the West – as the latest plans to address excess production... 27th August 2025 · 5 mins read
US Economics Update Will Trump capture the FOMC? President Trump’s attempt to fire Fed Governor Lisa Cook looks set to go the courts, which will determine the extent and limits of the administration’s ability to influence monetary policy. It remains... 26th August 2025 · 5 mins read
Europe Economics Update French PM's gambit will not end budget stalemate The French prime minister’s decision to call an early vote of confidence is most likely to trigger his replacement with yet another prime minister or (less likely) fresh legislative elections. Either... 26th August 2025 · 3 mins read
Capital Daily Markets and the latest threat to Fed independence Despite the muted reaction to the latest developments, Trump’s efforts to bend the Fed to his will are a genuine threat to US markets. 26th August 2025 · 4 mins read
Latin America Economics Weekly Latin America Weekly: Worsening current account positions, Bolivia’s election One theme to emerge from the recently-released GDP figures is that domestic demand is increasingly leaking into imports, which will cause current account positions to worsen. External positions still... 22nd August 2025 · 5 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Ukraine security guarantees, Israel & geopolitical risk The intensification of talks to end the war in Ukraine signals cautious progress, but Russia and Ukraine remain far apart in their key demands. And Russia’s recalcitrance has become increasingly clear... 22nd August 2025 · 7 mins read
China Economics Weekly Millions are about to see their take-home pay fall From 1st September onwards, companies in China and their employees will no longer be able to avoid making social security contributions. This will pave the way for higher pay-outs over the medium-term... 22nd August 2025 · 5 mins read
India Economics Weekly India Weekly: Don't let a good crisis go to waste Time is running out for India to secure a reduction to the 50% tariff on exports to the US ahead of the 27th August deadline. But policymakers are using the threat that tariffs pose to the economy to... 22nd August 2025 · 5 mins read
US Economics Weekly US Weekly: Fed inching closer to rate cuts Ahead of the Fed’s annual Jackson Hole Symposium, which kicks off late next week, markets are still wholly convinced that the Fed will cut rates by 25bp at the upcoming FOMC meeting in September and... 15th August 2025 · 6 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: All eyes on Alaska as Trump and Putin take centre stage The scheduled meeting between presidents Trump and Putin later today has focused attention on whether there will be any positive news to end the war in Ukraine, but developments over the course of... 15th August 2025 · 7 mins read
Middle East & North Africa Economics Weekly MENA Weekly: Egypt’s central bank governor race & rate cuts, Dubai’s boom The term of the incumbent Central Bank of Egypt governor, Hassan Abdalla, is due to expire next week and, while it is not yet clear if Mr. Abdalla will be kept on or a successor appointed, it will be... 14th August 2025 · 6 mins read
Latin America Economics Update Can Bolivia’s next president solve the macro mess? Bolivians head to the polls on 17 th August with the economy at high risk of a currency crisis. Whatever the outcome, a large currency depreciation is looking likely before long. A win for one of the... 13th August 2025 · 5 mins read
Emerging Markets Economics Update Is Trump the mortar for the BRICS? President Trump’s tariff salvo aimed at some of the BRICS economies has led to growing efforts within the bloc to present a united front in the face of US protectionism. But divisions between the... 12th August 2025 · 3 mins read
Europe Economics Focus “Euro safe assets” are a pipe dream Policymakers’ hopes of creating a new euro “safe asset” are likely to be unfulfilled for many years to come. The supply of safe bonds issued by national governments and EU institutions will rise in... 12th August 2025 · 14 mins read
