Africa Economics Update South Africa’s solid growth to continue The latest batch of activity data from South Africa were soft but still pointed to the economy ending 2025 on a solid footing. Easing supply conditions, looser monetary policy and improved terms of... 21st January 2026 · 3 mins read
India Chart Pack India Chart Pack (January 2026) After a very strong 2025, economic growth in India is likely to ease in 2026 in the face of punitive US tariffs. However, India will remain a relative bright spot in the global economy, thanks to... 21st January 2026 · 1 min read
Latin America Chart Pack Latin America Chart Pack (Jan. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Sluggish growth and target-bound inflation should give central banks room to... 20th January 2026 · 1 min read
Emerging Europe Economics Update Questions and answers on Hungary’s pivotal election The latest polls suggest that Viktor Orbán’s long-ruling Fidesz party could lose power in Hungary’s parliamentary election on 12th April. This Update answers five key questions on the implications of... 20th January 2026 · 6 mins read
India Economics Focus What to expect from India’s Union Budget Finance Minister Nirmala Sitharaman will be keen to demonstrate continued fiscal restraint when she delivers her ninth Union Budget on Sunday 1st February. But the current political backdrop is not... 20th January 2026 · 9 mins read
Canada Economics Update Bank's surveys provide mixed messages for GDP and jobs There were some signs of life in the Bank of Canada’s latest quarterly surveys, with the pick-up in the indicator of future sales suggesting that the outlook for GDP growth is much better than the... 19th January 2026 · 3 mins read
Europe Economics Update Europe will move cautiously over Greenland threats If implemented and sustained for a long period, the new tariffs that President Trump has threatened over the Greenland dispute could cost the euro-zone economy something between 0.2% and 0.5% of GDP... 19th January 2026 · 7 mins read
UK Economics Update Trump’s Greenland tariffs would be another drag for the UK If President Trump’s latest tariff threats were actually implemented, they would add to the existing pain for UK car and pharmaceutical manufacturers and in a worse-case scenario could reduce UK GDP... 19th January 2026 · 6 mins read
China Rapid Response China GDP (Q4) & Activity (Dec. 2025) Although full-year growth came in at 5.0% y/y, in line with the government’s target, we estimate that the actual pace of economic expansion was at least 1.5%-pts weaker. The December activity data... 19th January 2026 · 3 mins read
Global Economics Rapid Response Greenland tariffs: the political consequences would trump the economic It remains unclear whether President Trump’s threat to impose tariffs on eight European countries unless a deal is reached to acquire Greenland will ever materialise. But if it does, the economic... 18th January 2026 · 3 mins read
Canada Economics Weekly Prospects for fourth-quarter GDP looking weak The data released this week suggest that the economy contracted in the fourth quarter, although recent experience shows that the quarterly GDP by expenditure data could tell a different story. 16th January 2026 · 6 mins read
Canada Economics Update Canada Housing Watch (Jan. 2026) The housing market ended the year on a weak footing, with both sales and house prices continuing to fall. The outlook for this year is a little brighter, with tightening supply of new listings likely... 16th January 2026 · 4 mins read
Emerging Europe Economics Weekly Iran spillovers, CEE activity, Russian inflation spike The spillover effects for economies in Emerging Europe from the protests in Iran this week will largely depend on how commodity prices move. From a political standpoint, the protests are another blow... 16th January 2026 · 7 mins read
US Rapid Response US Industrial Production (Dec 2025) While December’s industrial production figures were generally more positive than previous months’, the key takeaway when looking back on last year is that tariffs have not triggered any manufacturing... 16th January 2026 · 2 mins read
Europe Economics Weekly Euro-zone households still cautious We learnt this week that the euro-zone’s household saving rate remained very high in Q3 last year. With households still reporting low levels of confidence, we think they will continue to be reluctant... 16th January 2026 · 5 mins read
