Europe Economics Weekly Europe Weekly: Higher energy prices; good news on EZ consumption? Recent moves in oil and natural gas markets mean that inflation might be a bit higher this year than we previously assumed, but we still expect it to be around 2%. There have also been some tentative... 17th January 2025 · 5 mins read
Global Economics Chart Pack Global Economics Chart Pack (January 2025) The latest data suggest that resilient consumer spending supported GDP growth in the US towards the end of last year, while activity in other advanced economies remained weak. Industry continues to... 17th January 2025 · 1 min read
Asia Economics Weekly Asia Weekly: Korea’s political crisis, BI’s surprise cut, Trump and Asia There are growing signs that the economy in Korea is being affected by the political crisis. This is one of the key reasons why we think the central bank will resume its easing cycle soon, following... 17th January 2025 · 8 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Israel-Hamas Ceasefire, CEE Forum The ceasefire deal agreed between Israel and Hamas this week will, if it sticks, lead to a sustained improvement in the outlook for growth, inflation and the public finances in Israel. We also outline... 17th January 2025 · 7 mins read
China Rapid Response China GDP (Q4) & Activity (Dec. 2024) The economy ended 2024 on a stronger note, thanks to tailwinds from recent policy easing. Increased fiscal spending should continue to provide a near-term prop to activity, but this won’t prevent... 17th January 2025 · 2 mins read
Emerging Europe Economics Update Israel after the war: what comes next? The Israeli cabinet’s decision to delay a vote on approving the ceasefire with Hamas adds a high degree of uncertainty as to whether it will take effect on Sunday, as intended. If a ceasefire can... 16th January 2025 · 6 mins read
Africa Economics Update SA: GNU has tough task to realise economic potential Six months since its formation, South Africa’s Government of National Unity (GNU) has fostered a lot of goodwill in the market. Loadshedding is seemingly a thing of the past, logistics constraints... 16th January 2025 · 4 mins read
US Rapid Response Retail Sales (Dec) The 0.4% m/m increase in retail sales in December was a little weaker than expected, with the consensus forecast as high as 0.6%, but this was actually a strong report that boosts our fourth-quarter... 16th January 2025 · 1 min read
UK Economics Rapid Response UK GDP (Nov. 2024) While the smaller-than-expected 0.1% m/m rebound in GDP in November (consensus and CE forecast +0.2% m/m) offset the 0.1% m/m decline in activity in October, it’s clear that the economy has a bit less... 16th January 2025 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Jan. 2025) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The Antipodean central banks will tread different paths on policy over the forecast horizon. With the... 16th January 2025 · 1 min read
Global Economics Update Rising yields risk macro fallout If sustained, rising bond yields add to downside risks to economic growth. The potential direct effects on real activity are greatest in the US. But higher yields in other DMs could limit how far... 15th January 2025 · 5 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Jan. '25) Our Middle East & North Africa Chart Pack has b een updated with the latest data and our analysis of recent developments. GDP growth in the Middle East and North Africa will accelerate in 2025 on the... 15th January 2025 · 0 mins read
Latin America Economics Focus Unpacking Mexico’s ties with the US Mexico is arguably the most vulnerable economy to US trade protectionism. This in-depth analysis maps out economic and financial linkages between Mexico and its northern neighbour to provide a clearer... 15th January 2025 · 15 mins read
Canada Rapid Response Canada Manufacturing Sales (Nov. 2024) The rise in manufacturing sales in November was entirely due to higher prices, with sales volumes unchanged. While the recovery in activity took a breather, the 1.8% m/m rise in new orders and... 15th January 2025 · 1 min read
Event Drop-In: Can India’s policymakers bring the good times back? 1738054800 For so long the darling of global investors, India’s economy and financial markets have hit a sticky patch of late.
