Latin America Economics Weekly Brazil inflation, COP drop, Venezuela’s restructuring The latest macro data keep the door open to monetary easing in Brazil, but a rise in energy prices or an escalation of the scandal involving presidential candidate Flávio Bolsonaro that weighs more... 15th May 2026 · 5 mins read
Latin America Economics Update Colombia’s fiscal crossroads: continuity or austerity? A victory for left-wing Iván Cepeda in Colombia’s presidential election would probably continue the Petro government’s track record of running large budget deficits, causing Colombia’s sovereign risk... 13th May 2026 · 5 mins read
Europe Economics Update Italy: fiscal risks rising After three years of remarkable stability in Italy, a decline in Prime Minister Giorgia Meloni’s popularity and higher energy prices mean political and fiscal risks are rising again. 7th May 2026 · 4 mins read
India Economics Update West Bengal victory is pivotal for PM Modi’s BJP The key takeaway from the results of the recent round of state elections – West Bengal in particular – is that Prime Minister Modi’s BJP is weathering the energy shock without a meaningful loss of... 5th May 2026 · 3 mins read
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
