US Economics Update

Harris versus Trump - as election day approaches

With two weeks to go until election day, Donald Trump has opened a meaningful lead over Kamala Harris in betting markets, although the latest polling suggests the race remains too close to call. To...

22nd October 2024 · 4 mins read

Emerging Europe Economics Weekly

Current accounts, BRICS preview, Sinwar death

The current account data released across the region over the past week show that external positions have continued to improve in some countries (notably Turkey), while in others they are deteriorating...

18th October 2024 · 7 mins read

Asia Economics Weekly

Korea’s property doldrums, Indonesia’s new president

Concerns that interest rate cuts could lead to a renewed property price bubble in Korea look overblown. With housing transactions close to multi-year lows and the stock of unsold homes high by...

18th October 2024 · 7 mins read

Middle East & North Africa Economics Weekly

MbS skips on BRICS+ summit but holds fruitful Egypt talks

Saudi Crown Prince Mohammed bin Salman’s (MbS) decision to skip next week’s BRICS+ summit adds to the signs that the Kingdom feels that its shift towards China’s sphere of influence may have gone too...

17th October 2024 · 7 mins read

Middle East & North Africa Economics Update

Answering your questions on Saudi Arabia’s Vision 2030

We held an online Drop-In session last week to discuss progress on Saudi Arabia’s Vision 2030 reform programme and the implications for the Kingdom’s economic outlook. (An on-demand recording is...

15th October 2024 · 6 mins read

Emerging Markets Economics Update

What to expect from the BRICS+ summit

The BRICS+ summit in Russia next week is likely to see another push on expansion, mainly to close allies of China and Russia. But limited economic benefits for potential new members, divisions among...

15th October 2024 · 6 mins read

Asia Economics Update

Indonesia under President Prabowo

Having stormed to victory in February’s presidential election, Prabowo Subianto, a former army general and the current defence minister, will take over from Joko Widodo on Sunday (20 th October)...

15th October 2024 · 3 mins read

India Economics Update

Modi resisting populist shift

Contrary to many expectations in the aftermath of the BJP’s humbling in the general election, there is little evidence so far of Prime Minister Modi’s party shifting to more populist policymaking. And...

15th October 2024 · 3 mins read

Latin America Economics Weekly

Sheinbaum’s first two weeks in office, Banxico minutes

President Claudia Sheinbaum's first two weeks in office suggest that she will seek to maintain Mexico’s close geopolitical alignment with the US. But on the domestic front, there have been more...

11th October 2024 · 6 mins read

Event

Drop-In: US election preview – Trump vs Harris and macro/markets consequences

23rd October 2024, 9:00AM BST

There’s less than a month to go until Election Day and polling suggests this is going to be a nail-biter.

Event

Drop-In: US election preview – Trump vs Harris and macro/markets consequences

22nd October 2024, 3:00PM BST

There’s just two weeks to go until Election Day and polling suggests this is going to be a nail-biter.

India Economics Weekly

RBI shifts stance, FTSE Russell, state election results

The shift in the RBI's official policy stance, alongside the announcement of India's inclusion in the FTSE Russell EM bond index and state election results that should ease fiscal risks, has...

11th October 2024 · 5 mins read

Middle East & North Africa Economics Weekly

Tunisia election, UAE budget, Saudi King’s health

Incumbent Kais Saied won Tunisia's election in an (unsurprising) landslide and his second term will probably see the economy remain on the path towards a messy balance of payments crisis and sovereign...

10th October 2024 · 8 mins read

US Commercial Property Update

What could a Trump win mean for commercial real estate?

On the back of client questions, we have put together this short primer on the potential impact of a second Trump term on commercial real estate markets, both in the US and elsewhere. The key takeaway...

7th October 2024 · 4 mins read

Emerging Europe Economics Weekly

Israel’s economy under pressure amid latest escalation

Israel’s economy has frequently bounced back from conflict throughout its history, but developments over the past week have raised the risk of permanent scarring to the economy from the ongoing...

4th October 2024 · 8 mins read