Middle East & North Africa Chart Pack

Middle East and North Africa Chart Pack (Feb. 2026)

Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. The Middle East and North Africa is set for the fastest pace of GDP growth...

23rd February 2026 · 1 min read

China Economics Weekly

Economy to plod along in the Year of the Horse

Tuesday marked the first day of the Year of the Horse. Horse years are traditionally seen as years of energy and forward momentum but, with policymakers unlikely to loosen the reins much on fiscal...

20th February 2026 · 6 mins read

UK Economics Rapid Response

UK Public Finances & Retail Sales (Jan. 2026)

The big reduction in public borrowing and surge in retail sales in January support other evidence that the economy started the year looking a lot healthier. This will give the Chancellor something...

20th February 2026 · 3 mins read

Canada Economics Update

Glittering TSX unlikely to boost consumption by much

There does not appear to have been any meaningful wealth effects on consumption from the skyrocketing TSX, partly because households have faced offsetting falls in house prices. We expect the TSX to...

19th February 2026 · 4 mins read

Australia & New Zealand Economics Weekly

Australia still facing elevated capacity pressures

Data released this week reinforce the need for the RBA to tighten policy settings. Provisional figures suggest that private consumption growth accelerated in Q4 and is running above the pace...

13th February 2026 · 6 mins read

US Rapid Response

US Retail Sales (Dec. 2025)

The weaker-than-expected retail sales data for December won’t be enough to spoil the fourth quarter, with our estimate of fourth-quarter GDP growth still at 3.8% annualised. But, together with the...

10th February 2026 · 2 mins read

Europe Economics Update

Consensus overcautious on Spanish consumers

While the consensus expects economic growth in Spain to slow in 2026, we think that strong consumption will keep the economy growing at a similar pace to the 2.8% recorded last year.

9th February 2026 · 3 mins read

Australia & New Zealand Rapid Response

Australia Monthly Household Spending Indicator (Dec. 25)

Although Australian households pared back spending at the end of last year, that doesn't take away from the bigger picture that the economy is running too hot for the RBA's liking. Accordingly, we...

9th February 2026 · 2 mins read

US Rapid Response

US Consumer Sentiment (Feb 2026)

The robust pick-up in the current conditions index hints that the labour market, while still weak is improving, while inflation expectations seem to be heading in the right direction. Admittedly the...

6th February 2026 · 2 mins read

China Economics Weekly

Local governments plan to keep tightening their belts

China’s provincial governments have now concluded the annual meetings at which they set economic targets and lay out fiscal plans. They anticipate slower GDP growth this year and plan to continue with...

6th February 2026 · 6 mins read

China Economics Update

China’s labour market is on the mend

Our China Labour Market Indicator has climbed back above its long-run average recently, signalling an improving employment backdrop. A key driver has been stronger labour demand among exporters, who...

4th February 2026 · 4 mins read

Europe Economics Update

ECB Bank Lending Survey (Q4 2025)

The ECB’s Q4 Bank Lending Survey, published this morning, suggests that banks have become more cautious about lending to companies while consumers remain reluctant to spend. It also showed that the...

3rd February 2026 · 3 mins read

UK Economics Chart Pack

UK Economics Chart Pack (Feb. 2026)

The data published since the start of the year suggest economic activity and price pressures have strengthened. But we still expect annual GDP growth to slow and the weak labour market to weigh on...

2nd February 2026 · 1 min read

UK Economics Rapid Response

UK Money & Lending (Dec. 2025)

December’s money and lending data suggest that households’ caution with their borrowing and saving hasn’t gone away, reinforcing our view that consumer spending will underperform the consensus...

30th January 2026 · 3 mins read

Japan Rapid Response

Retail Sales & Industrial Production (Dec.)

Although activity indicators for December were relatively soft, they won’t have prevented the economy from bouncing back across Q4 as a whole. Moreover, there are still reasons to be cautiously...

30th January 2026 · 2 mins read