Canada Economic Outlook Weak economy to prompt more policy support The economy seems destined for a period of weak growth amid the US tariff shock and much lower immigration. We forecast average annual GDP growth of 1.0% next year, with a further rise in the... 29th September 2025 · 13 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Sep. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that GDP growth in Central and Eastern Europe remained resilient... 29th September 2025 · 1 min read
Latin America Chart Pack Latin America Chart Pack (Sep. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Contrary to consensus expectations for growth to stabilise, we expect growth in... 29th September 2025 · 1 min read
US Economic Outlook AI boom to offset drag from immigration curbs We now expect tariffs to have only a very limited impact on both prices and activity, with the AI investment boom and the immigration crackdown proving to be the bigger economic drivers. With the AI... 29th September 2025 · 16 mins read
Europe Economic Outlook ECB "in a good place", for now... We think that the ECB will change its view that interest rates are “in a good place” next year. Growth looks set to remain slow by international standards, and we suspect that it will be weaker than... 29th September 2025 · 28 mins read
Emerging Europe Rapid Response CEE Economic Sentiment Indicators (Sep.) The European Commission’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a mixed bag in September, but our regional measure of sentiment rose to a three-month high and points... 29th September 2025 · 2 mins read
Europe Rapid Response EC Survey (September 2025) September’s business and consumer survey from the European Commission adds to the evidence that euro-zone GDP growth remained subdued in Q3, while inflationary pressures are under control. 29th September 2025 · 2 mins read
UK Economics Rapid Response UK Money & Lending (Aug. 2025) There is little evidence in August’s money and lending figures that concerns over further tax rises in the Budget on 26th November are having a big influence on households’ financial decisions as of... 29th September 2025 · 3 mins read
Emerging Europe Economics Weekly War pressures in Russia prompt further fiscal tightening Russia’s draft budget for 2026-28 announced this week suggests that policymakers are committed to fiscal tightening, through tax hikes to raise additional revenue and efforts to control military and... 26th September 2025 · 7 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Sep. '25) Our Middle East & North Africa Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The Middle East and North Africa is set to record its fastest GDP... 26th September 2025 · 1 min read
Africa Economics Weekly AGOA expiry looms, Taiwan chips curbs, Nigeria GDP The African Growth and Opportunities Act (AGOA) is set to expire on Tuesday and, while this would deal only a modest blow at a macro level, it would mark yet another way in which the US is disengaging... 26th September 2025 · 5 mins read
Canada Economics Weekly Population growth slowing to a crawl It seems likely that the Trump administration’s clamp down on legal immigration will boost the attractiveness of Canada for many migrants, but that won’t change the big picture that population growth... 26th September 2025 · 4 mins read
Event Drop-In: Europe Outlook – Why the ECB could cut rates in 2026 2nd October 2025, 3:00PM BST The ECB insists interest rates are "in a good place", but it's a view which we think will shift in the coming year.
US Rapid Response US Personal Income & Spending (Aug 2025) The strong 0.4% m/m rise in real consumption in August, coupled with an upward revision to growth in July, is further evidence that economic activity continues to do well despite slower payrolls gains... 26th September 2025 · 2 mins read
Canada Rapid Response Canada GDP (Jul. 2025) Although July GDP surprised to the upside, the flash estimate that output was unchanged in August will temper any optimism about the economy quickly gaining momentum. While a repeat of the sharp... 26th September 2025 · 2 mins read
Africa Economic Outlook Looser monetary policy, stronger growth Growth across Sub-Saharan Africa is set to pick up over the next couple of years helped by a more stable macro environment, lower inflation and looser monetary policy, with many central banks set to... 26th September 2025 · 19 mins read
