Middle East & North Africa Economics Weekly

Trump and Saudi-US relations, IMF growth downgrades

Donald Trump has laid out his intentions of restoring warm ties with Saudi Arabia if he wins re-election, with the intention of pulling Saudi back into the US’s orbit in a fracturing global economy...

18th July 2024 · 6 mins read

Emerging Markets Economics Chart Pack

Emerging Markets Chart Pack (July 2024)

EM recoveries have been stronger than expected this year, but growth in aggregate will slow over the coming quarters. Within this there will be regional variation, with Emerging Asia the outperformer...

18th July 2024 · 1 min read

China Economics Update

Third Plenum fails to resolve policy tensions

China’s leadership has promised to continue comprehensively deepening reform in a wide range of areas. But there are few signs that the just concluded Third Plenum marks a major change in the...

18th July 2024 · 4 mins read

Emerging Europe Chart Pack

Emerging Europe Chart Pack (Jul. 2024)

Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data out of Emerging Europe suggest that economic growth in Central Europe...

18th July 2024 · 1 min read

US Rapid Response

Industrial Production (Jun.)

The rise in manufacturing output in June was better than we expected based on the small fall in hours worked, but it owed a lot to a rebound in motor vehicle production, which seems unlikely to be...

17th July 2024 · 1 min read

Africa Economics Update

S. Africa’s economic struggles continue

South Africa is struggling to emerge from its recent trend of sluggish economic activity, with stronger outturns in the retail sector being offset by weakness in industry. Nonetheless, we think...

17th July 2024 · 2 mins read

Canada Economics Update

Bank surveys show need for looser policy

The Bank of Canada’s business and consumer surveys point to weak GDP growth, show that firms’ wage expectations are now lower than their pre-pandemic peak, and suggest that consumers are increasingly...

15th July 2024 · 3 mins read

Canada Rapid Response

Manufacturing Sales (May 2024)

The continued rise in manufacturing sales and new orders suggests that the sector gained some momentum in the second quarter. However, we expect that strength to fade this quarter.

15th July 2024 · 2 mins read

Global Economics Chart Pack

Global Economics Chart Pack (July 2024)

Our Global Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data point to some divergence in GDP growth in major economies in Q2. On the...

15th July 2024 · 0 mins read

Europe Rapid Response

Euro-zone Industrial Production (May 2024)

Industrial production in the euro-zone fell again in May and we think the outlook remains poor.

15th July 2024 · 2 mins read

Australia & New Zealand Chart Pack

Australia & New Zealand Chart Pack (Jul 2024)

The latest data indicate that capacity pressures have continued to ease, a trend that should continue over the coming quarters. However, it will be a while before policymakers can be confident that...

15th July 2024 · 1 min read

China Rapid Response

China GDP (Q2) & Activity (Jun. 2024)

Weaker-than-expected official GDP figures show that China’s economy lost momentum in Q2. But we doubt this marks the beginning of a renewed downturn just yet – a step up in fiscal stimulus and...

15th July 2024 · 2 mins read

UK Economics Weekly

Spain versus England: An economics match-up

If the economic outlook translated to success on the football pitch, faster GDP growth and lower interest rates may mean Spain has the edge over England to win the men’s Euros on Sunday night. We're...

12th July 2024 · 8 mins read

Europe Economics Update

High migration to support strong GDP growth in Spain

We think Spain’s economy will grow strongly over the next few years, substantially outperforming the euro-zone. This is partly due to strong domestic demand which has been supported by the rapid...

12th July 2024 · 4 mins read

Asia Economics Weekly

Korea: assessing the impact of the strike at Samsung

Even if the strike by workers at Samsung Electronics is brought to an end soon, it has served to highlight once again the inflexibility of Korea’s labour market and the poor state of industrial...

12th July 2024 · 7 mins read