Europe Economic Outlook Recovery prospects clouded by Greece Recent indicators have brought signs of a renewed recovery in the euro-zone economy, reflecting the beneficial effects of lower oil prices and the decline in the euro exchange rate. But the picture... 8th April 2015 · 1 min read
Global Economics Chart Pack Global growth to recover after weak Q1 For a second successive year, global GDP growth dropped sharply in Q1 due to a slowdown in the US and China. But business surveys, which may be a better gauge of the underlying health of the economy... 8th April 2015 · 1 min read
Europe Data Response Euro-zone Retail Sales (Feb.) February’s euro-zone retail sales data showed that while the consumer recovery remained fairly strong, it did not pick up further pace. 8th April 2015 · 1 min read
Emerging Europe Economics Focus Three scenarios for Turkey after the election Turkish financial markets are becoming increasingly worried about what lies in store after June’s parliamentary election, with fears focusing on the risk of rising authoritarianism under President... 8th April 2015 · 1 min read
Africa Economics Update Ghana: IMF deal a positive, but difficult transition ahead The finalisation of Ghana’s three-year, US$918mn loan from the IMF is a very positive development, but we expect slow growth in 2015 and 2016 as the country’s economic unbalances unwind. That said... 7th April 2015 · 1 min read
UK Economics Weekly Current account cloud casting shadow over recovery Last week’s National Accounts showed that the economic recovery had plenty of wind in its sails in the fourth quarter. However, there remains one cloud hanging over the recovery which has yet to be... 3rd April 2015 · 1 min read
Asia Economics Weekly AIIB – what is all the fuss about? Poor infrastructure is likely to remain a key constraint on economic development across large parts of Emerging Asia over the next decade. For all the headlines, the Asian Infrastructure Investment... 3rd April 2015 · 1 min read
Emerging Markets Economic Outlook In the footsteps of the Fed? The recent run of poor data from around the emerging world is likely to set the tone for the rest of this year. Brazil’s struggles look set to continue, Russia is likely to slip deeper into recession... 2nd April 2015 · 1 min read
Africa Economics Update Nigeria: Political triumph, but economic challenges ahead It is difficult to overstate the importance of Nigeria’s recent election, which is setting up Africa’s most populous country and largest economy for its first ever democratic transition of power... 2nd April 2015 · 1 min read
Japan Data Response Tankan (Q1) The small rise in today’s Tankan index for all industries suggests that economic activity remained sluggish last quarter. 2nd April 2015 · 1 min read
Europe Economics Update Time is quickly running out for Greece Greece is running out of time to produce a list of reforms that will satisfy its creditors and secure the additional bail-out payment it requires to meet its near-term financial obligations. But even... 31st March 2015 · 1 min read
Emerging Europe Data Response Economic Sentiment Indicators (Mar.) The declines in March’s Economic Sentiment Indicators (ESIs) in Central and South Eastern Europe were disappointing, but the surveys still point to strong growth in the region. Looking at the... 31st March 2015 · 1 min read
Emerging Markets Economics Focus Shifting sands: why the outlook for the BRICs is starting to diverge The prospects for the four largest emerging economies – Brazil, Russia, India and China – are starting to diverge. The outlook for India is improving and, despite a recent run of poor data, we think... 27th March 2015 · 1 min read
Japan Economics Weekly Why are firms borrowing more? Despite exceptionally strong corporate profits and falling investment, corporate debt increased by the most since 2008 last quarter. With interest costs at record lows, firms seem to be borrowing to... 27th March 2015 · 1 min read
China Economics Focus Outlook for China has actually brightened The recent news on China's economy has been generally downbeat. But less attention has been paid to some encouraging structural shifts which mean that the risks of a slump in growth have diminished... 27th March 2015 · 1 min read
India Economics Focus Is Mr Modi delivering on promises of reform? It has been nearly a year since Prime Minister Narendra Modi and the BJP swept to victory in India's general election amid promises of wide-ranging reform to revamp the struggling economy. In this... 27th March 2015 · 1 min read
