Emerging Europe Rapid Response Poland Activity Data (Jan.) Poland’s activity data for January suggest that the reacceleration in wage growth at the start of this year supported domestic demand, while the export-orientated industrial sector struggled. We think... 22nd February 2024 · 2 mins read
Europe Rapid Response Flash Euro-zone PMIs (Feb. 2024) The flash PMIs for February suggest that the economy is still struggling and that price pressures are, if anything, intensifying. This does not dramatically change the picture for the ECB, but it does... 22nd February 2024 · 2 mins read
India Rapid Response India Flash Composite PMI (Feb. 2024) The flash composite PMI reading for February suggests that the economy continues to perform exceptionally well. Looking ahead, while growth in both the manufacturing and services sectors is likely to... 22nd February 2024 · 2 mins read
Japan Economics Update BoJ has succeeded in creating high-pressure economy The Bank of Japan has succeeded in creating tight labour market conditions through ultra-loose monetary policy and is now reaping the benefits in the form of stronger wage growth. The upshot is that... 22nd February 2024 · 3 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Feb. 2024) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. Central banks in both Australia and New Zealand are likely to remain in “wait... 22nd February 2024 · 1 min read
US Chart Pack US Chart Pack (Feb. 2024) The economy continues to appear impervious to higher interest rates and, although we expect growth to slow over the first half of this year, that slowdown is likely to be modest. But we don’t expect... 21st February 2024 · 1 min read
Event Global Drop-In: Long Run Economic Outlook – What to expect from global growth to 2050 29th February 2024, 3:00PM GMT An AI productivity boom. A Chinese structural slowdown. Aging workforces.
Global Economics Update Can we still rely on the PMIs? The S&P Global PMI surveys have not been fully reliable guides to activity in major advanced economies over the past few years. But their relationship with GDP outside the US is still fairly strong... 21st February 2024 · 6 mins read
Event EM Drop-In: Russia election 2024 – War, sanctions and commodities 12th March 2024, 3:00PM GMT The outcome of Russia’s presidential election is a forgone conclusion.
Africa Economics Update Nigeria: fresh naira falls to curb growth Nigeria saw sluggish growth over the second half of last year, and the latest falls in the naira mean inflation is set to rise even further over the coming months, which should prompt the central bank... 20th February 2024 · 3 mins read
Asia Economics Update Korea: property downturn at an end After a couple of years in the doldrums, property construction in Korea is rebounding. The recovery in the sector should provide an important prop to economic growth this year. 20th February 2024 · 2 mins read
Long Run Economic Outlook AI productivity boom tempered by protectionist threat The AI revolution should deliver substantial productivity gains in the coming decade, particularly in advanced economies. But with working age populations falling in key areas and China’s economy in... 20th February 2024 · 1 hr, 9 mins read
Middle East & North Africa Economics Update Israel-Hamas spillovers weigh on non-Gulf economies The main spillover to the global economy, so far, from the Israel-Hamas conflict has been major disruptions to shipping, but there has been a bigger and broader economic impact in the MENA region... 20th February 2024 · 5 mins read
Europe Economics Update Construction weakness to resume Euro-zone construction output picked up in December, but remained well below last year’s peak. We expect it to drop again in 2024, in part due to a continued dismal performance by the sector in... 20th February 2024 · 3 mins read
