UK Data Response National Accounts & Balance of Payments (Q1) Today’s Quarterly National Accounts and Balance of Payments data for Q1 highlighted the imbalances in the UK economy which should come under more scrutiny in light of last week’s Brexit vote. 30th June 2016 · 1 min read
UK Data Response GfK/NOP Consumer Confidence (Jun.) Consumer sentiment remained resilient in the run up to the referendum, suggesting that consumer spending will have prevented the economy from slowing too much in the second quarter. But it will be... 30th June 2016 · 1 min read
Emerging Europe Economics Update Emerging European markets underperform after Brexit vote 30th June 2016 · 1 min read
Australia & New Zealand Economics Focus A new era of very low inflation The unusually low rates of underlying inflation in both Australia and New Zealand will remain a thorn in the side of policymakers for a number of years yet. This explains why we believe that the... 30th June 2016 · 1 min read
Japan Data Response Industrial Production (May) The sharp fall in industrial production in May suggests that the economy slowed in the second quarter following a solid rise in GDP in Q1. We retain our forecast that the Bank of Japan will announce... 30th June 2016 · 1 min read
Middle East & North Africa Chart Pack MENA countries go calling to the IMF The return of several countries to the IMF for financial support over the past month underlines the severity of long-standing balance of payments problems in parts of the region. In Jordan and Tunisia... 30th June 2016 · 1 min read
China Economics Update China’s markets calm after Brexit The renminbi has weakened against the US dollar following the UK’s decision last week to leave the EU. But there are no signs of renewed panic about the currency.Meanwhile, equity markets have held... 30th June 2016 · 1 min read
Middle East & North Africa Chart Pack MENA countries go calling to the IMF The return of several countries to the IMF for financial support over the past month underlines the severity of long-standing balance of payments problems in parts of the region. In Jordan and Tunisia... 30th June 2016 · 1 min read
Middle East & North Africa Economic Outlook MENA region set for weakest growth since the 1980s This year looks set to be the toughest for the economies of the Middle East and North Africa in almost three decades. The Gulf countries will continue to tighten fiscal policy in response to low oil... 29th June 2016 · 1 min read
Energy Data Response US Weekly Petroleum Status Report US inventories of crude oil fell sharply in the week to 24 th June, on the back of constrained supply and higher refinery demand, but gasoline stocks rose again. 29th June 2016 · 1 min read
Latin America Economics Update Markets recover after Brexit jolt Equities and currencies across Latin America tumbled alongside global markets in the immediate aftermath of the UK’s vote to leave the European Union, but have since recovered some (and in a few cases... 29th June 2016 · 1 min read
Emerging Europe Economics Update Post-Brexit sell-off unlikely to push up inflation in the EM world The sell-off in the majority of EM currencies in the wake of the Brexit vote is unlikely to have a significant impact on inflation in most of the emerging world. That said, it is likely to cause... 29th June 2016 · 1 min read
Energy Watch Oil demand to rise, despite Brexit Disruptions to oil supplies in Canada and Nigeria have been behind most of the rally in oil prices over the past month. However, demand has also been growing strongly and we do not think that Brexit... 29th June 2016 · 1 min read
Global Markets Update Brexit may not delay the next US rate hike for very long The markets are probably right to price in additional policy easing from the Bank of England and the ECB in the wake of the UK’s vote to leave the EU (‘Brexit’). However, the consensus is almost... 29th June 2016 · 1 min read
Europe Economics Update After Brexit, will Quitaly be next? Italian opposition to the EU is strong and several forces could cause that hostility to grow. October’s constitutional reform referendum will provide voters with an opportunity to oust the prime... 29th June 2016 · 1 min read
