US Rapid Response US ISM Manufacturing Index (Jun. 2026) ISM points to easing price pressures The slight fall in the ISM Manufacturing Index in June doesn’t change the fact that the sector has generally been resilient since the start of the Iran war. And... 1st July 2026 · 2 mins read
Australia & New Zealand Economics Update RBNZ set to hike, but it will be a close-run thing We expect the RBNZ to begin its tightening cycle next week with a 25bp hike. With firms’ pricing intentions elevated, the Bank will want to guard against higher near-term inflation becoming embedded... 1st July 2026 · 6 mins read
Global Economic Outlook US strength points to renewed policy divergence With risks surrounding the Iran conflict receding, the focus is shifting back to domestic economic fundamentals, which point to widening growth and policy divergence across the major economies. The US... 30th June 2026 · 45 mins read
Africa Chart Pack Africa Chart Pack (Jun. 26) The US-Iran deal has triggered a slump in energy prices providing relief to Africa’s energy importers, particularly those in East Africa. Energy exporters such as Angola and Nigeria will see their... 30th June 2026 · 0 mins read
Canada Rapid Response Canada GDP (Apr. 2026) The stronger-than-expected 0.5% m/m rise in GDP in April extended beyond solely the oil and gas sector and, paired with the advance estimate of a 0.1% rise in May, leaves second-quarter GDP growth on... 30th June 2026 · 2 mins read
India Chart Pack India Chart Pack (June 2026) The energy shock has weighed on India’s economy but GDP growth should still average 6.5% in 2026-27, an enviable rate by global standards. Rainfall in the early stages of the monsoon has been weak... 30th June 2026 · 1 min read
China Rapid Response China PMIs (Jun. 2026) The declines in the unofficial services and composite PMIs mean that the survey data no longer point to faster growth in June. But the PMIs remain healthy by recent standards and still imply stronger... 30th June 2026 (Updated 3rd July 2026) · 3 mins read
Japan Rapid Response Japan Industrial Production & Labour Market (May 26) 30th June 2026 · 2 mins read
Africa Economic Outlook Growth to strengthen even as fiscal strains linger Growth in Sub-Saharan Africa is likely to accelerate over the coming years and most of our growth forecasts lie above the consensus. At the same time, the backdrop of low inflation (by the region’s... 29th June 2026 · 19 mins read
Canada Economic Outlook CUSMA uncertainty to slow recovery, delay rate hikes Uncertainty over CUSMA and lower immigration will slow the recovery, with average annual GDP growth a below-consensus 0.5% this year. A return to firmer growth of 1.7% in 2027 should see core price... 29th June 2026 · 14 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (June '26) The US-Iran deal will allow the Gulf economies to begin a recovery. But it will take time for oil production and other sectors, such as tourism, to recover to pre-war levels. Most growth forecasts for... 29th June 2026 · 1 min 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
Asia Economic Outlook AI boom rolls on, as falling oil prices provide relief Booming exports of AI-related products have helped offset the drag from higher energy prices and should continue to be an important driver of growth in Asia in the near term. The drop in oil prices... 26th June 2026 · 24 mins read
US Economics Weekly AI boom supporting growth and pushing up prices The fall in WTI to below $70pb has reduced the urgency for the Fed to raise rates, with futures shifting to pricing in a 70% chance of a 25bp hike by the September meeting, down from 95% last week... 26th June 2026 · 5 mins read
