Asia Economics Focus Taiwan: Global AI spending will drive rapid growth Taiwan will be one of the main beneficiaries of a lengthy global AI investment boom. We expect its economy to growth much faster over the rest of this decade than it did during the 2010s. 9th April 2024 · 8 mins read
Japan Rapid Response Japan Tankan (Q1 2024) The slight fall in business conditions across all firm sizes in the latest Tankan suggests that a rapid recovery from the likely slump in Q1 GDP looks unlikely. 1st April 2024 · 3 mins read
China Economics Weekly President Xi courts foreign firms President Xi has taken some steps to reassure foreign firms, many of whom remain keen to invest in China. But his wider agenda conflicts with establishing a level playing field for foreign firms. And... 28th March 2024 · 6 mins read
Australia & New Zealand Economic Outlook Monetary policy will remain restrictive for longer Australia’s GDP growth will remain soft throughout the first half of the year so the recent stalling in inflation should be followed by a renewed moderation. However, as the labour market remains very... 27th March 2024 · 20 mins read
US Chart Pack US Chart Pack (Mar. 2024) Faltering consumer spending reinforces our view that GDP growth will slow this year, although that slowdown is likely to be modest. After a disappointing couple of months for inflation, easing demand... 25th March 2024 · 1 min read
Australia & New Zealand Economics Weekly Australia’s sensitivity to Chinese demand rising again Easing trade tensions and the relative resilience of iron ore prices relative to prices of fossil fuels have once again lifted China’s importance as a destination for Australia’s exports over the last... 15th March 2024 · 6 mins read
Australia & New Zealand Rapid Response Australia GDP (Q4 2023) Although GDP growth last quarter was in line with what the RBA had expected, the Bank will take comfort from the fact that households continue to exercise spending restraint, while productivity... 6th March 2024 · 3 mins read
Australia & New Zealand Economics Weekly Strong capex growth to ease capacity pressures There are growing signs that restrictive policy settings are working to establish a more sustainable balance between demand and supply in the Australian economy. Indeed, inflation has continued to... 1st March 2024 · 5 mins read
Middle East & North Africa Economics Weekly Ras el Hekma deal, Qatar’s LNG expansion boost The deal in which Abu Dhabi’s sovereign wealth fund, ADQ, will invest $35bn in the Ras el-Hekma project will provide much needed foreign currency inflows for Egypt’s economy. But, even with this... 29th February 2024 · 7 mins read
Middle East & North Africa Economics Update Egypt: Ras el Hekma deal paves the way for policy shift The $35bn deal struck between Egypt’s government and the Abu Dhabi sovereign wealth fund, ADQ, will go some way towards alleviating acute balance of payments strains and pave the way for an enhanced... 27th February 2024 · 4 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Feb. 2024) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. Central banks in both Australia and New Zealand are likely to remain in “wait... 22nd February 2024 · 1 min read
US Chart Pack US Chart Pack (Feb. 2024) The economy continues to appear impervious to higher interest rates and, although we expect growth to slow over the first half of this year, that slowdown is likely to be modest. But we don’t expect... 21st February 2024 · 1 min read
China Economics Focus Still unbalanced, still unsustainable Despite repeated talk about the need to rebalance China’s economy over the past decade and a half, there has so far been little meaningful reduction in its dependence on investment and on exports. In... 22nd January 2024 · 15 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Jan. 2024) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. Central banks in both Australia and New Zealand are likely to remain in “wait... 18th January 2024 · 1 min read
