Event UK Drop-In: The Burnham government – will policy ambition collide with economic reality? 21st July 2026, 2:00PM BST From "the biggest council housebuilding programme since the post-war period" to "the biggest rebalancing of power our country has seen", Andy Burnham, the UK's next Prime Minister, has proclaimed...
Japan Economics Update AI boom will only provide small boost to inflation Japan’s economy isn’t benefitting much from the surge in demand related to artificial intelligence. While higher electronics import prices should result in faster price increases for household... 14th July 2026 · 3 mins read
Africa Economics Weekly SA Treasury cuts off municipalities, Nigeria’s oil output South Africa’s municipal funding freezes this week signal the Treasury’s commitment to fiscal discipline, but risks hurting the ANC’s electoral appeal ahead of November's critical local elections. In... 10th July 2026 · 5 mins read
Emerging Europe Economics Weekly Soft CEE inflation, Russia under more strain Inflation data released this week for Czechia and Hungary surprised again to the downside, which supports our view that the Czech central bank’s tightening cycle will be short and that the easing... 10th July 2026 · 6 mins read
Europe Economics Weekly Rebound in energy prices not yet a major worry The rebound in energy prices following the breakdown in the US-Iran ceasefire is not big enough to change our view that the ECB has probably finished its hiking “cycle”. Meanwhile, we think President... 10th July 2026 · 5 mins read
UK Economics Weekly Tentative housing recovery a positive sign for wider economy We still think CPI inflation will rise from 2.8% in May to a peak of around 3.5% in early 2027 and that the resulting drag on real activity has yet to come. But tentative signs of a turnaround in the... 10th July 2026 · 6 mins read
Middle East & North Africa Economics Weekly MoU on the rocks, Saudi-UAE tensions, Egypt state control The US-Iran memorandum of understanding has come under further strain this week, raising the risk that the recovery in the Gulf economies gets derailed. Elsewhere, geopolitical tensions between Saudi... 9th July 2026 · 5 mins read
Australia & New Zealand Economics Update RBNZ signals tightening cycle will be gradual The RBNZ’s decision to kick off its tightening cycle with a 25bp hike today came as little surprise. While the Bank made clear that further increases are likely, its emphasis on returning policy only... 8th July 2026 · 3 mins read
Europe Chart Pack Europe Chart Pack (July) Despite a slump in business and consumer surveys since the start of the Iran war, economic activity seems to have held up quite well. The risks to our forecast that growth stalls in Q2 are firmly on... 7th July 2026 · 1 min read
Canada Rapid Response Canada International Trade (May 2026) Surge in trade surplus entirely down to price effects The further improvement in Canada’s goods trade balance to a four-year high was not as good as it looks, as total export volumes were essentially... 7th July 2026 · 2 mins read
Africa Economics Focus South Africa’s medium-term prospects brightening The fallout from the energy shock will delay but not derail a cyclical recovery in South Africa. Growth is likely to accelerate more than most expect in 2027-28 and this will be accompanied by a much... 7th July 2026 · 14 mins read
India Economics Update AI, the data centre build out and India’s economy Much of the discourse on the impact of artificial intelligence (AI) on India’s economy is framed around the disruption to the services sector, but AI also requires a large amount of investment in... 7th July 2026 · 3 mins read
Canada Economics Update Bank’s surveys highlight vulnerability outside of oil sector The Bank of Canada’s latest quarterly surveys point to an economy tarnished by the oil price shock, with improvements in activity isolated to the oil sector. Activity in the non-oil economy should... 6th July 2026 · 4 mins read
US Rapid Response US ISM Services Index (Jun. 2026) Inflation pressures softening, albeit slowly The fall in both the ISM services and manufacturing prices paid indices in June brings our weighted index across the two sectors to a four-month low of 69... 6th July 2026 · 2 mins read
