Emerging Europe Rapid Response

Czech & Hungary GDP (Q3 2025)

The early Q3 GDP figures out of Central Europe showed a divergence in performance with Hungary’s economy continuing to struggle, while the Czech recovery shifted up a gear. We expect growth in Hungary...

30th October 2025 · 2 mins read

China Economics Update

Xi-Trump talks buy China time to decouple at its own pace

The reversal of some US tariffs on China won’t have a big impact given that Chinese exporters had largely shrugged them off. But the de-escalation takes the immediate threat of large tariff hikes off...

30th October 2025 · 5 mins read

Africa Chart Pack

Africa Chart Pack (Oct. 2025)

Our Africa Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth across Sub-Saharan Africa is set to accelerate over the next couple of years supported...

29th October 2025 · 0 mins read

China Activity Monitor

CAP: Official figures still overstating growth

Our China Activity Proxy suggests that growth picked up last quarter, with the services sector seeing particularly strong gains on the back of strong financial sector activity. And industrial activity...

29th October 2025 · 1 min read

RBA Watch

RBA will remain on hiatus until Q3 2026

The RBA will leave its cash rate unchanged at 3.6% on 4th November. And with inflation proving stubborn, the Bank is likely to remain on hold until the second half of next year. That said, a prolonged...

29th October 2025 · 8 mins read

India Economics Update

AI offers several upsides to India despite BPO disruption

Recent lay-off announcements from several major IT firms in response to advances in artificial intelligence (AI) offer a stark glimpse of the technology’s potential to disrupt India’s business process...

29th October 2025 · 4 mins read

Africa Economics Update

What to watch as Tanzania heads to the polls?

Tanzania’s presidential election tomorrow is likely to result in a win for incumbent Samia Suluhu Hassan and ongoing investments into infrastructure and the extractives sector will support strong GDP...

28th October 2025 · 4 mins read

Latin America Chart Pack

Latin America Chart Pack (Oct. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin American economies fared poorly in Q3 and we think that headwinds ranging...

28th October 2025 · 1 min read

US Rapid Response

US Conference Board Consumer Confidence (Oct. 2025)

The slight decline in the Conference Board’s consumer confidence index in October leaves it at its lowest since “Liberation Day” and will help assure the Fed that another interest rate cut tomorrow is...

28th October 2025 · 2 mins read

Global Economics Chart Pack

Global Economics Chart Pack (Oct. 2025)

The latest data suggest that global GDP growth picked up to over 3% in Q3. World trade continues to shrug off US tariffs, global industry has been resilient, and lower interest rates have supported a...

28th October 2025 · 1 min read

US Housing Market Rapid Response

US Case-Shiller/ FHFA House Prices (Aug 2025)

The 0.2% m/m rise in house prices in August follows five months of flat or falling prices. We are predicting that a modest pick-up in demand paired with nagging undersupply will support prices in the...

28th October 2025 · 2 mins read

China Economics Update

Five-Year Plan aims to rebalance fiscal spending

The full proposals for China’s upcoming Five-Year Plan have just been published. These make it clear that fiscal policy will play a key role in the leadership’s efforts to lift the consumption-to-GDP...

28th October 2025 · 4 mins read

Europe Economics Update

ECB Bank Lending Survey (Q3 2025)

The ECB’s latest Bank Lending Survey, published this morning, suggested that mortgage demand in the euro-zone continues to be strong. But households remain reluctant to borrow to boost their...

28th October 2025 · 2 mins read

Middle East & North Africa Chart Pack

Middle East & North Africa Chart Pack (Oct. 2025)

Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. We expect the Middle East and North Africa to record its fastest rate of GDP...

28th October 2025 · 1 min read

India Economics Update

India isn’t ready to become a global rare earths player

India has the world’s third-largest proven reserves of rare earths, but it accounts for a tiny share of global production due to various technical and regulatory difficulties. If these hurdles are...

28th October 2025 · 3 mins read