Event Drop-In: LatAm Outlook – Trade war, elections & debt risks 18th June 2025, 3:00PM BST Latin America’s economies have proven surprisingly resilient through the first half of the year and the region’s financial markets have been among the world’s best performers. Can this continue over…
Event Drop-In: German election 2025 – The new government’s domestic and global challenges 1740391200 Will the federal election outcome bring any clarity to Germany’s existential economic and political questions?
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.
Event Drop-In: Trump, Putin, the Ukraine war and the European defence question 1740063600 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
Event Drop-In: What next for oil prices? 1746619200 We’d been warning for months about the supply risks to oil prices, so Saturday's OPEC+ decision to add 410,000 barrels per day from June wasn't surprising in that sense.
Event Drop-In: The Future of Europe – Is the renewed optimism justified? 1747922400 The shift in sentiment toward Europe – from deep pessimism to renewed optimism – has been striking.
China Economics Weekly China Weekly: Holiday data softer than headlines suggest Consumer activity over the Lunar New Year holiday was widely interpreted as strong. But much like the latest PMIs, it is actually consistent with a slowdown in growth at the start of 2025. Visit our... 7th February 2025 · 5 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: RBA will look past strong household spending data Provisional household spending data published this week suggest that private consumption may have picked up more strongly in Q4 than the Reserve Bank of Australia had anticipated. However, given the... 7th February 2025 · 4 mins read
Canada Chart Pack Canada Chart Pack (Feb. 2025) The threat of US tariffs will hang over the economy for the foreseeable future, weighing on confidence and reducing investment. We have therefore revised down our GDP growth forecast for 2025 to 1.5%... 6th February 2025 · 1 min read
UK Economics Chart Pack UK Economics Chart Pack (Feb. 2025) Despite the recent weak news on activity and the uncertainty around the global outlook due to Trump’s US import tariffs, the stronger news on domestic price pressures means the Bank of England will... 5th February 2025 · 1 min read
US Rapid Response ISM Services Index (Jan. 2025) The fall in the ISM services index to 52.8 in December lends some support to our view that GDP growth will slow in the next couple of quarters, albeit with the caveat that the surveys have proved to... 5th February 2025 · 2 mins read
Canada Economics Update Rolling tariff threat a downside risk to Canadian GDP Although President Trump has hit pause on tariffs on Canada, his communications suggest he still wants a broader agreement on various trade issues. Given the chaotic political situation in Canada, it... 4th February 2025 · 4 mins read
Europe Economics Focus German economy post-election: from bad to not much better We expect Germany’s next government to reform the national fiscal rule to allow some tax cuts and increased public investment. But it is likely to make slow progress on structural reforms such as... 4th February 2025 · 22 mins read
Middle East & North Africa Rapid Response Middle East & North Africa PMIs (Jan. 2025) January’s batch of PMIs showed a mixed result as the region’s two largest economies, Saudi Arabia and Egypt, recorded their strongest outturns in several years, while surveys from Kuwait and Qatar... 4th February 2025 · 2 mins read
Emerging Markets Economics Update EM industry struggling even before potential Trump tariffs The latest PMIs suggests that the weakness in EM manufacturing at the end of last year has continued into 2025. While the events of today have highlighted the uncertainty around Trump’s trade policy... 3rd February 2025 · 3 mins read
