India Economics Update AI, the data centre build out and India’s economy Much of the discourse on the impact of artificial intelligence (AI) on India’s economy is framed around the disruption to the services sector, but AI also requires a large amount of investment in... 7th July 2026 · 3 mins read
Event Drop-In: Will Germany's reform plans spark an economic recovery? 16th July 2026, 3:00PM BST A series of tax, pension and labour market reforms has raised hopes that Germany's new government is finally tackling the structural problems holding back the economy.
UK Economics Focus AI and the UK Economy: Early signs, bigger gains ahead AI is starting to influence the economy, but so far this has been confined to a few sectors and been too small to show up in overall GDP, investment, employment or productivity. But if we’re right in... 6th July 2026 · 18 mins read
Canada Economics Weekly Sluggish infrastructure push emblematic of broader woes The announcement that the Major Projects Office will grant three infrastructure projects "national interest" status later this year means little for the growth outlook given there are still multiple... 26th June 2026 · 5 mins read
China Chart Pack China Chart Pack (June 2026) China’s economy is growing at a slower rate than the official figures show, but growth has held steady at around 3% for the past year. Exports continue to surge on the back of strong global demand for... 26th June 2026 · 1 min read
Japan Economics Weekly Investment splurge may lift bond yields further The government’s new investment target may well turn out to be smoke and mirrors. But large-scale attempts to influence private investment decisions could result in resource misallocation and lower... 26th June 2026 · 5 mins read
US Economic Outlook AI boom to power growth and keep core inflation firm The economy is in the middle of an AI-related capex boom and, with some of the prior policy-related headwinds now fading, we expect average annual GDP growth to pick-up to an above-consensus 2.5% next... 25th June 2026 · 17 mins read
Australia & New Zealand Economic Outlook Central banks to hike as inflation concerns dominate The RBA has already shifted policy back to restrictive territory and we expect it to tighten settings a bit further, as it seeks to ensure that activity slows sufficiently to bring inflation under... 25th June 2026 · 20 mins read
Japan Economic Outlook BoJ will lift rates to neutral level of 2% by end-2027 The economy will lose some momentum over the coming quarters as higher inflation weighs on real household incomes. But the Bank of Japan will be more worried about the upside risks to inflation and we... 23rd June 2026 · 18 mins read
Australia & New Zealand Economics Weekly RBA alert to inflation risks even as growth softens The Australian economy slowed noticeably in Q1. Although private demand appeared resilient, thanks largely to the data-centre construction boom, the weakness in household consumption remains a cause... 5th June 2026 · 4 mins read
Australia & New Zealand Rapid Response Australia GDP (Q1 2026) The weakness in the Q1 GDP print belies the fact that domestic demand was still growing at a healthy clip. Even so, it increasingly looks like the RBA won’t be in a rush to resume its tightening cycle... 3rd June 2026 · 2 mins read
Australia & New Zealand Economics Weekly A June pause doesn’t mean the RBA is done hiking A string of soft April activity and inflation figures, alongside survey data showing firms dialling back their capex plans, will give the RBA room to leave rates on hold in June. However, we suspect... 29th May 2026 · 6 mins read
China Rapid Response China Activity & Spending (Apr. 2026) Domestic headwinds look to have intensified last month, especially when it comes to construction activity. But with external demand picking up and the electronics sector in an upswing, we still think... 18th May 2026 · 3 mins read
China Economics Weekly Don’t take a deal at face value, AI investment ramps up A key outcome of President Trump’s previous trip to China in 2017 was a package of “trade and investment deals” that the White House valued at more than $250bn. But the bulk of these deals never... 15th May 2026 · 6 mins read
China Economics Update Iran war may help rather than hurt China’s growth Despite high global energy prices, China’s economy is stronger now than at the start of the year. An AI-related boost to investment and electronics exports is playing a role. But China has also... 13th May 2026 · 5 mins read
