Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
Middle East & North Africa Economic Outlook Effects of the Iran war will be felt for years to come The re-opening of the Strait of Hormuz will trigger a recovery in the Gulf economies, but the damage already inflicted means these economies will still record sharp falls in GDP over this year as a... 23rd June 2026 · 17 mins read
UK Economic Outlook Fall in inflation to 2.0% in 2027 to trigger rate cuts We doubt the Bank of England will follow in the footsteps of some other central banks by raising interest rates. In fact, our economic forecasts are consistent with it cutting rates from 3.75% to 3.00... 23rd June 2026 · 15 mins read
Event UK Drop-In: Starmer resigns – What will a new government mean for the UK economy and markets? 22nd June 2026, 2:30PM BST What does Keir Starmer’s resignation mean for the UK economic and market outlook? What do we know about the policy priorities of Andy Burnham, the frontrunner to succeed him?
Latin America Economics Update Colombia joins Latin America’s shift to the right The victory for right-wing Abelardo de la Espriella in Colombia’s presidential election should pave the way for more pro-business policymaking, tighter fiscal policy and improved relations with the US... 22nd June 2026 · 3 mins read
Latin America Economics Weekly Colombia votes, Copom confusion Right-wing candidate de la Espriella is well placed to secure Colombia’s presidency on Sunday, paving the way for a shift towards more business-friendly policies and fiscal austerity. But he will... 19th June 2026 · 6 mins read
Asia Economics Weekly Indonesia back in the spotlight, hawkish central banks MSCI is expected to announce on Tuesday whether Indonesia will retain its emerging market status, with recent reforms and press reports suggesting that a downgrade to frontier market status is... 19th June 2026 · 5 mins read
India Economics Weekly G7 diplomacy, monsoon concerns Prime Minister Modi and President Trump met in-person for the first time in 15 months on the sidelines of the G7 Summit this week. In that time, relations between the US and India have deteriorated... 19th June 2026 · 4 mins read
Australia & New Zealand Economics Weekly RBNZ on track to hike, One Nation gains ground The 0.8% q/q rise in New Zealand's GDP in Q1 was flattered by residual seasonality and overstated the economy's underlying momentum. Even so, with the RBNZ increasingly concerned about inflation risks... 19th June 2026 · 5 mins read
Latin America Economic Outlook Diverging rate paths Latin America has been resilient to the energy shock but other headwinds are likely to hold back regional growth to around 2% over the coming years, making it the worst-performing EM region. The... 18th June 2026 · 21 mins read
Middle East & North Africa Economics Focus The long-term legacy of the war for the Gulf The effects of the Iran war on the Gulf economies will last well beyond this year’s hit to GDP. The war is likely to incentivise efforts to raise oil supply – and not just via the Strait of Hormuz –... 16th June 2026 · 16 mins read
Latin America Economics Weekly Fujimori edges ahead, CPI prints, Copom to hold It's looking increasingly likely that right-wing candidate Fujimori will secure Peru's presidency. She's likely to govern on a conservative, market-friendly platform, but her ability to push through... 12th June 2026 · 5 mins read
Latin America Economics Weekly Colombia shifts right, 301 tariffs, El Niño Abelardo de la Espriella’s victory in the first round of Colombia’s presidential election increases the likelihood of a shift to more pro-market policymaking and improved relations with the US. But we... 5th June 2026 · 5 mins read
Emerging Europe Economics Weekly Russian geopolitics, crunch time in Turkey Armenia’s election on Sunday could mark a further step in the country’s shift away from Russia and towards the West, adding tensions at a time when Russia’s geopolitical leverage has weakened... 5th June 2026 · 6 mins read
Asia Economics Update Indonesia: investors lose faith as Prabowo doubles down The latest sharp falls in Indonesia’s financial markets reflect growing concerns that President Prabowo is doubling down on his populist and interventionist approach to policymaking. The central bank... 4th June 2026 · 4 mins read
