Latin America Economics Update A primer on Colombia’s high-stakes election Colombians head to the polls on 31st May in an election which has major implications for the outlook for the economy and financial markets. This Update sets out the state of play, highlights the key... 29th April 2026 · 8 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (April 2026) Our Emerging Europe Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The energy shock presents a headwind to most of Emerging Europe by worsening... 21st April 2026 · 1 min read
Europe Economics Weekly EZ energy import bill rising, military production booming This week, European Commission president Ursula von der Leyen highlighted the jump in the EU's energy import bill since the conflict in the Middle East began, but in our baseline forecast the increase... 17th April 2026 · 6 mins read
Latin America Economics Weekly Peru’s messy election, Brazil’s “Terrabras” Peru's election results are still inconclusive five days after the vote. The scenario in which a far-left candidate (Roberto Sánchez) makes it to the presidential run-off vote, to be held in June... 17th April 2026 · 5 mins read
Emerging Europe Economics Weekly Hungary votes for change The macroeconomic impact of the landslide Tisza victory in Hungary is most likely to materialise over the medium term. More immediately, expectations for improved credibility policy and renewed access... 17th April 2026 · 6 mins read
Emerging Europe Economics Update Is Orbánomics to blame for Hungary’s economic woes? The economic policy mix of the outgoing government of Viktor Orbán can partly explain the underperformance of Hungary’s economy over the past few years. And the change of government and the prospect... 14th April 2026 · 3 mins read
Emerging Europe Economics Update Hungary’s election: your questions answered This Update answers the questions that we received during our Drop-in on Hungary’s election result. (An on-demand recording is available here.) The primary implication of the opposition Tisza party’s... 13th April 2026 · 6 mins read
Emerging Europe Rapid Response Hungary’s Parliamentary Election (2026, Early Results) Victory for the opposition Tisza party, and what appears to be a supermajority, represents the best-case scenario for Hungary’s macroeconomic outlook. Markets are likely to welcome the result and the... 12th April 2026 · 3 mins read
Emerging Europe Economics Update Hungary: election to decide fiscal deficit path We expect Hungary’s budget deficit to widen towards 5.5% of GDP this year on account of pre-election stimulus, continued soft GDP growth and higher debt interest costs. Regardless of the election... 8th April 2026 · 5 mins read
Latin America Economics Update Three key challenges for Peru’s next president While the latest polls suggest that the race for Peru’s presidency remains open, a highly fragmented legislature looks the most likely outcome whoever wins. Navigating a divided congress will be a key... 7th April 2026 · 4 mins read
Emerging Europe Economics Update Hungary’s frozen funds hang on a Tisza supermajority A victory for the opposition Tisza party in Hungary’s upcoming election on 12th April could open the door to the institutional reforms required to unlock frozen EU funds. But many of PM Orbán’s... 1st April 2026 · 5 mins read
Latin America Economics Weekly Few signs of fuel subsidies, the right on the rise Governments in Latin America, unlike those in other parts of the emerging world, have generally refrained from large fiscal measures to shield households and businesses from higher energy prices... 27th March 2026 · 7 mins read
Latin America Economics Update Chile: the challenges facing President Kast Investors will welcome Chile’s new right-wing President José Antonio Kast – who will be sworn into office on Wednesday – but we doubt that he’ll be able to reinvigorate the copper sector and carry out... 10th March 2026 · 5 mins read
Latin America Economics Update Colombia: no appetite for conventional fiscal tightening Colombian President Petro’s recently published draft pension decree would, if implemented, reduce the government’s financing needs. But it won’t make much of a dent in the large budget deficit and... 5th March 2026 · 3 mins read
Latin America Economics Weekly Peru ousts another president, Colombia rebalancing? The ousting of Peru's President Jerí this week will have limited immediate economic implications given that Peru's balance sheet is strong. But political instability - which is unlikely to go away... 20th February 2026 · 5 mins read
Emerging Europe Economics Weekly Ukrainian elections? Tisza manifesto, Romania GDP Reports this week suggest that Ukraine has started to plan for elections and a referendum on a peace agreement, but most opinion polls suggest Ukrainians won't be supportive of an agreement that cedes... 13th February 2026 · 5 mins read
