Event Drop-In: Trump, Putin, the Ukraine war and the European defence question 20th February 2025, 3:00PM GMT Donald Trump has sent shockwaves through European corridors of power with his moves to re-engage with Vladimir Putin, his efforts to end the war in Ukraine, and his threats to withdraw the US as the…
Asia Economics Focus Korea: 1% GDP growth to prompt further rate cuts We expect Korea’s economy to grow by just 1.0% this year, with the political crisis and the downturn in the property sector set to weigh heavily on demand. Our forecast is well below both the... 19th February 2025 · 11 mins read
Africa Economics Update SA: economy likely to have rebounded in late-2024 South Africa’s hard activity data for December were generally disappointing but it’s still likely that the economy rebounded in Q4 of last year following a surprise contraction in Q3. We expect the... 19th February 2025 · 3 mins read
Emerging Europe Rapid Response US-Russia talks don’t signal near-term end to the war The decision by the US and Russia to “lay the groundwork” to end the war in Ukraine marks a potentially significant turning point after three years of conflict. Negotiations will take time and the... 18th February 2025 · 2 mins read
Event Global Drop-In: Long Run Outlook – The global economic order post-Trump 1741705200 Imagine a world after Donald Trump. The returned president’s rapidly unfolding policy agenda will have bearing on the US and global economies in the near-term.
US Chart Pack US Chart Pack (Feb. 2025) The economy continues to do well with GDP growing strongly and employment growth solid. We are concerned, however, that the Trump administration’s policies will weigh on GDP growth over the course of... 18th February 2025 · 1 min read
India Economics Update India’s digital economy going from strength to strength Five years on from start of the pandemic, one of the big economic legacies in India is the adoption of digital payments, driven by mobile apps and the Unified Payments Interface. This increased... 18th February 2025 · 3 mins read
Latin America Economics Update Colombia: another year of soft growth lies in store Colombia’s economy strengthened at the end of last year, with GDP expanding at its fastest pace in more than two years. But the combination of tight fiscal and monetary policy, alongside lower oil... 18th February 2025 · 2 mins read
Europe Economics Update Key questions on Europe’s defence spending European governments are poised to further scale up their plans for defence spending in the coming years which should benefit the equity prices of European defence companies, but the boost to GDP is... 17th February 2025 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Feb. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Some major Latin American economies are among the most exposed to the steel and... 17th February 2025 · 1 min read
Emerging Europe Rapid Response Israel GDP (Q4) The slowdown in Israeli GDP growth, to 2.5% q/q annualised, in Q4 suggests the drag on activity from rising tensions with Hezbollah last quarter was a bit larger than we expected. The recent... 17th February 2025 · 2 mins read
Japan Economics Update Why are Japan’s households not partying like its 1989? While household incomes are rising the most since the early 1990s, households are saving rather than spending the bulk of those gains. And with real income growth set to slow this year, we expect... 17th February 2025 · 3 mins read
Europe Economics Weekly Europe Weekly: Trump keeps Europe on its toes All eyes were on Washington this week as President Trump rung the bells for the next phase of a trade war with the EU and sidestepped European leaders with a possible Ukraine peace deal. While... 14th February 2025 · 7 mins read
US Rapid Response Industrial Production (Jan. 2025) The rise in industrial production in January is not as good as it looks as it was driven by a weather-related surge in utilities and a further post-strike recovery in aerospace & parts output. 14th February 2025 · 1 min read
