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

China Rapid Response

China PMIs (Feb. 2024)

The PMIs are consistent with activity holding steady in February, at least on paper. Although the survey readings remain below historical averages, this is likely distorted by sentiment effects --...

1st March 2024 · 2 mins read

Canada Chart Pack

Canada Chart Pack (Feb. 2024)

Although the economy returned to growth last quarter, spare capacity continues to accrue, and we expect CPI inflation to return to the 2% target by the third quarter. That leaves scope for the Bank of...

29th February 2024 · 0 mins read

Emerging Markets Economics Chart Pack

Emerging Markets Chart Pack (February 2024)

Aggregate EM growth softened towards the end of last year and we think it will remain weak in 2024. But there will be divergence at the country level with growth slowing in those economies that...

29th February 2024 · 1 min read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Feb. 2024)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economies in Central and Eastern Europe ended 2023 on a weak note, but the outlook for...

29th February 2024 · 1 min read

India Rapid Response

India GDP (Q4 2023)

The GDP data for Q4 confirm that India’s economy ended last year with a bang. Looking ahead, we expect economic activity to moderate over the coming quarters but it should still remain exceptionally...

29th February 2024 · 2 mins read

China Chart Pack

China Chart Pack (Feb. 2024)

China’s economy has regained some strength recently. We expect this to continue over the coming months, on the back of support from fiscal policy and a further pick-up in household spending. But with...

29th February 2024 · 1 min read

Europe Rapid Response

Swiss GDP (Q4 2023.)

The second successive 0.3% q/q increase in Swiss GDP in Q4 was better than the consensus and our own forecasts of 0.1% and we now think economic growth is likely to accelerate further in the coming...

29th February 2024 · 2 mins read

Emerging Europe Rapid Response

Turkey GDP (Q4 2023)

The pick-up in Turkish GDP growth to 1.0% q/q in Q4 was driven by a rebound in private consumption and suggests that aggressive monetary tightening has yet to take the sting out of domestic demand...

29th February 2024 · 2 mins read

Australia & New Zealand Rapid Response

Australia Retail Sales (Jan. 24)

29th February 2024 · 3 mins read

Japan Rapid Response

Japan Retail Sales & Industrial Production (Jan. 24)

29th February 2024 · 2 mins read

Emerging Europe Rapid Response

Russia Activity Data (Feb.)

The latest activity data for January suggest that Russia’s economy maintained solid growth at the start of this year, which supports our forecast for above-potential GDP growth of 3.0% over the course...

28th February 2024 · 1 min read

Africa Chart Pack

Africa Chart Pack (Feb. 2024)

Economic growth in Sub-Saharan Africa is likely to pick up in 2024 as the external backdrop turns more favourable and, in some places, the drag from high inflation fades. Even so, tight fiscal and...

28th February 2024 · 0 mins read

Emerging Europe Rapid Response

Economic Sentiment Indicators (Feb.)

The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally fell in February, but still point to regional GDP growth strengthening in Q1.

28th February 2024 · 2 mins read

Europe Rapid Response

EC Survey (February)

The EC business and consumer survey for February reinforces the message that the economy is close to recession and that, although price pressures in the services sector eased slightly, they remain...

28th February 2024 · 1 min read