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

Asia Rapid Response

Korea GDP (Q3 2025, adv)

Korea’s economy accelerated sharply in Q3 and, with the bank still worried about overheating in the property market, today’s strong data make a November rate cut even less likely.

27th October 2025 · 2 mins read

US Chart Pack

US Chart Pack (Oct. 2025)

Strong AI-related business investment and resilient consumer spending means we now expect growth to average near-3% in the second half of the year. The recent slowdown in employment growth and limited...

27th October 2025 · 1 min read

Europe Rapid Response

Germany Ifo Survey (October 2025)

The pick-up in the German Ifo chimes with that in the Composite PMI released on Friday and suggests that the German economy may be past the worst. This would be in line with our view that economy will...

27th October 2025 · 2 mins read

Canada Economics Weekly

Trade talks termination emblematic of trade woes

President Trump’s termination of trade talks won’t make a big difference to the near-term outlook, given rumours that any imminent deal would only provide modest tariff relief to the metals sectors...

24th October 2025 · 5 mins read

Emerging Europe Economics Weekly

Pressure on Russia ramps up as Trump loses patience

The US sanctions on Russia’s energy sector announced this week, if enforced stringently, have the potential to significantly raise the cost for Russia of continuing the war in Ukraine. But Putin’s...

24th October 2025 · 6 mins read

China Economics Weekly

Five-Year Plan teasers suggest rebalancing will be slow

Officials have pledged to significantly increase the consumption share of GDP. But the wider messaging on China’s upcoming Five-Year Plan suggests that efforts to further expand the supply-side of the...

24th October 2025 · 7 mins read

Latin America Economics Weekly

All eyes on Argentina’s election, Mexico’s weak economy

Argentines head to the polls on Sunday in crucial mid-term elections that will determine the future of President Milei's stabilisation programme. A poor showing for his La Libertad Avanza party would...

24th October 2025 · 8 mins read

US Rapid Response

US S&P Global PMIs (Oct)

The rebound in the S&P Global composite PMI to a 3-month high of 54.8 in October, from 53.9, puts it at a level that has historically been consistent with GDP growth of around 3% annualised. The...

24th October 2025 · 1 min read

Europe Economics Weekly

Tensions simmering between the EU and China

Tensions between the EU and China over rare earths and semiconductors, which continued to simmer this week, could weigh on euro-zone industry, particularly the defence and auto sectors. Next week, the...

24th October 2025 · 10 mins read

Asia Economics Weekly

Taiwan’s booming economy, Korea and Indonesia rates

Q3 GDP data due to be released next week are likely to show that Taiwan’s economy recorded another quarter of rapid growth and there are reasons to think that this strength will last a while longer...

24th October 2025 · 7 mins read