Middle East & North Africa Chart Pack Little reaction in the Gulf to fall in oil prices The slide in oil prices this month has raised concerns in some quarters that the Gulf States will need to tighten fiscal policy. But while the prospect of this has been talked about in Oman, lower oil... 30th October 2014 · 1 min read
Latin America Economics Update Brazil’s central bank tries to claw back lost credibility The surprise decision by Brazil’s central bank to raise interest rates now, rather than waiting for Dilma Rousseff’s new government to take shape, is an early sign that tackling inflation could be... 30th October 2014 · 1 min read
Global Economics Update Monetary conditions set to remain loose The likely end of the Fed’s asset purchases under QE3 does little to change the bigger picture that global monetary conditions remain very loose. 29th October 2014 · 1 min read
Latin America Chart Pack Markets suffer as Brazil elections deliver more of the same After a rollercoaster campaign that at times had promised to deliver a much-needed shift in economic policy, presidential elections in Brazil ultimately delivered more of the same. Dilma Rousseff was... 28th October 2014 · 1 min read
Middle East & North Africa Economics Update Tunisia election: return to political stability to support growth The victory for Nidaa Tounes in Tunisia’s parliamentary election is likely to raise hopes that economic reforms are in the pipeline. Perhaps more importantly, the fact that the election passed... 27th October 2014 · 1 min read
UK Data Response CBI Distributive Trades Survey (Oct.) The CBI Distributive Trades Survey provided an encouraging sign that retail sales picked up in October following weather-related weakness last month. What’s more, the prospects for consumer spending... 27th October 2014 · 1 min read
Europe Economics Update Euro-zone Monetary Indicators Monitor (Sep.) September’s euro-zone monetary data showed further signs of improvement but with lending growth still negative and, given the need for some of the weakest banks to raise further capital, the sector is... 27th October 2014 · 1 min read
Emerging Europe Economics Update Ukraine: encouraging election doesn’t end political crisis The victory of pro-Western, reformist parties in yesterday’s election was perhaps the best that could have been hoped for. But with the economy in freefall and the conflict in the east of the country... 27th October 2014 · 1 min read
Europe Data Response German Ifo Survey (Oct.) October’s fall in Ifo business sentiment was a blow to hopes that the German recovery should resume at the end of the year and will add to pressure on the Government there to consider a fiscal boost. 27th October 2014 · 1 min read
Latin America Economics Update Dilma scrapes home, quashing hopes of policy shift in Brazil Dilma Rousseff's narrow victory in yesterday’s presidential run-off in Brazil has dented hopes that the elections might deliver much-need economic policy reforms. Growth in Ms. Rousseff’s first term... 27th October 2014 · 1 min read
UK Economics Chart Pack Consumers continue to benefit from easing inflation The outlook remains bright for further strong growth in consumer spending over the coming quarters. Although the jobs recovery has slowed, the economy has retained a healthy degree of momentum... 23rd October 2014 · 1 min read
UK Economics Update Could the economy still propel the Tories to victory? While the economy’s recent revival has so far failed to deliver the Conservative party a sustained lead in the opinion polls, there are reasons to think that this could change before the general... 23rd October 2014 · 1 min read
Latin America Economics Update Brazil Election Watch: into the final straight The latest polls suggest that this weekend’s run-off in Brazil’s presidential election is still too close to call, which we suspect favours the incumbent, Dilma Rousseff, over the challenger, Aécio... 23rd October 2014 · 1 min read
Asia Economics Update Why fuel subsidy reform matters for India and Indonesia Indian consumer price inflation fell to its slowest pace on record in September. With the latest data also pointing to continued weakness in the industrial sector, we remain of the view that interest... 20th October 2014 · 1 min read
Emerging Europe Economics Focus How and why lower oil prices matter for Russia’s economy The fall in oil prices over the past month or so poses another headwind for Russia’s struggling economy. The drop in prices so far is unlikely to have a major bearing on the immediate outlook –... 20th October 2014 · 1 min read
Global Economics Focus What are the economic effects of sanctions? Although economic sanctions can have a devastating effect in some circumstances, their impact is more often fairly limited, even on the targeted country. In most cases sanctions are not intended to... 20th October 2014 · 1 min read
