Emerging Europe Data Response Economic Sentiment Indicators (Dec.) A strong batch of ESIs for December provided some positive news for the economies of Central and Eastern Europe (CEE) following the recent release of a poor set of PMIs and a raft of weak activity... 8th January 2019 · 1 min read
Europe Data Response EC Business and Consumer Survey (Dec.) Following on from the disappointing German industrial production data released earlier today, the drop in the EC’s Economic Sentiment Indicator (ESI) for December is yet another sign that there was a... 8th January 2019 · 1 min read
Europe Data Response German Industrial Production (Nov.) November’s decline in German industrial production adds to the evidence that the euro-zone’s largest economy grew at a meagre pace in Q4. 8th January 2019 · 1 min read
Australia & New Zealand Data Response International Trade (Nov.) The trade surplus will probably rebound in December but will expect net trade will make a negative contribution to Q4 GDP growth. 8th January 2019 · 1 min read
UK Economics Chart Pack Households well placed to spend more It’s well known that the uncertainty caused by the Brexit bedlam probably contributed to GDP growth easing from 0.6% q/q in Q3 of last year to 0.3% or less in Q4. But it’s less appreciated that should... 7th January 2019 · 1 min read
Asia Economics Update A guide to elections in 2019 In this Update we take a look at the important elections that are set to take place across Emerging Asia over the coming year, assessing the implications for policymaking and economic growth. 7th January 2019 · 1 min read
Global Economics Update Chinese growth to stay weak despite policy support Today’s cut to the required reserve ratio is partly about managing liquidity ahead of Chinese New Year. But it is also intended to provide support to the economy and will be reinforced with further... 4th January 2019 · 1 min read
UK Economics Weekly Slow growth, Christmas spending & stockpiling Much like a drone over an airport runway, Brexit is preventing the UK economy from taking off in 2019. But the foundations are in place for growth to fly once (if) Brexit lands. 4th January 2019 · 1 min read
Nordic & Swiss Economics Weekly PMIs pointing to a weaker 2019 PMIs for December pointed to robust growth in Q4 in Switzerland, Sweden, Norway and Denmark. However, the breakdowns pointed to weak growth ahead in Switzerland and Sweden, and only the Danish economy... 4th January 2019 · 1 min read
Europe Economics Weekly Euro-zone economy continues to lose momentum Data released this week suggest that the economy lost more momentum at the end of last year and that GDP growth in 2019 won’t be as good as in 2018. 4th January 2019 · 1 min read
UK Economics Update Household Borrowing Monitor (Nov.) The uncertainty hanging over the economy prevented households from committing to much unsecured or mortgage borrowing in November. But at least there is still little sign that they have decided to... 4th January 2019 · 1 min read
Africa Economics Weekly Strong growth in Kenya, MTN settles in Nigeria Figures released in Kenya this week have strengthened our view that the country will be one of Africa’s fastest-growing economies of 2019. Meanwhile, the settlement between South African telecoms... 4th January 2019 · 1 min read
Asia Economics Weekly Weak end to 2018, rate cuts likely in the Philippines Data published over the past week show that Emerging Asia ended 2018 on a soft note, a trend we expect to continue into 2019. Meanwhile, a further sharp drop in inflation in the Philippines in... 4th January 2019 · 1 min read
UK Data Response UK Markit/CIPS Services PMI (Dec.) Despite the small rise in the headline index of the Markit/CIPS services survey in December, it is quite clear that economic growth slowed in Q4. But we think this survey is once again overstating the... 4th January 2019 · 1 min read
Europe Data Response Euro-zone Flash CPI (Dec.) & Final PMIs (Dec.) Data released this morning add to the evidence that economic growth in the currency union has shifted down a gear and, with underlying inflation still low, it now looks likely that the ECB will wait... 4th January 2019 · 1 min read
US Data Response ISM Manufacturing Index (Dec.) The sharp fall in the ISM manufacturing index to 54.1 in December, from 59.3, echoes the deterioration in the other manufacturing surveys and suggests that the slowdown in global growth is starting to... 3rd January 2019 · 1 min read
