China Economics Weekly AI trade surplus rising, despite surge in chip imports China's trade deficit in chips and computing equipment has increasing significantly over the past year as imports have surged. But an even larger pick-up in exports of other goods required to build... 2nd October 2026 · 4 mins read
Global Economic Outlook Weathering the energy shock We expect the global economy to remain resilient in the face of the energy shock. In Asia, many governments will continue to shield their economies from the worst of higher energy prices. In most DMs... 30th September 2026 · 46 mins read
Asia Economic Outlook AI boosting Asian growth, but support will fade Booming exports of AI-related products have helped offset the drag from higher energy prices and should continue to support growth across most of Asia in the near term. The AI boom is not feeding... 29th September 2026 · 25 mins read
Latin America Chart Pack Latin America Chart Pack (September 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The recent soft batch of activity data across many parts of Latin America is... 29th September 2026 · 1 min read
Global Economics Focus China Shock 2.0 may sow the seeds of the next crisis China’s soaring exports are widening global trade imbalances in ways that echo the run-up to the Global Financial Crisis. History suggests that at some point these must narrow. This could happen in... 29th September 2026 · 31 mins read
China Economics Update US-China tariff tweaks don’t change the bigger picture The US and China have announced significant tariff cuts on goods covered by the new bilateral Board of Trade. But the scheme only covers “non-sensitive” goods that make up a small share of China’s... 28th September 2026 · 4 mins read
Africa Chart Pack Africa Chart Pack (Sep. 26) Growth in Sub-Saharan Africa should remain resilient despite high energy prices and tighter global financial conditions. We’re optimistic relative to the consensus on growth in much of the region... 28th September 2026 · 0 mins read
Global Economics Chart Pack Global Economics Chart Pack (September 2026) The world economy has gained momentum in Q3. Business surveys have improved, trade is booming amid the AI buildout, and consumption has been resilient to high energy prices. Meanwhile, jobs growth has... 28th September 2026 · 1 min read
China Chart Pack China Chart Pack (Sep. 2026) Our China Activity Proxy suggests that growth slowed further to just 1.3% y/y in August. This reflects lingering typhoon disruptions and continued weakness in fiscal spending, with local governments... 28th September 2026 · 1 min read
China Economics Weekly President Xi’s US visit: Little beyond a short reprieve The lack of any tangible outcomes from the Trump-Xi summit, beyond a shorter-than-expected extension of the current trade truce, highlights the deep distrust between the two sides. While more... 25th September 2026 · 5 mins read
Africa Economic Outlook Africa resilient but pockets of vulnerability remain Growth in Sub-Saharan Africa should remain resilient despite high energy prices and tighter global financial conditions. We’re positive relative to the consensus on growth in much of the region... 25th September 2026 · 19 mins read
Europe Economics Weekly Further diesel shock on the way? President Trump’s proposed ban on diesel exports has the potential to cause another diesel shock in Europe in the coming weeks – pushing prices up by as much as another 50%. While we suspect any ban... 25th September 2026 · 6 mins read
China Economic Outlook Near-term relief but headwinds remain Stronger fiscal spending should lift growth over the final months of the year. But we expect growth to slow further over the medium term. 25th September 2026 · 16 mins read
Capital Daily Two points for markets on the US-China trade talks We think the contentious US-China trade negotiations are much more important for Chinese equities than US ones. Meanwhile, the current backdrop favours a further renminbi rally. 25th September 2026 · 4 mins read
Global Economics Update How China’s export surge has influenced DM inflation China’s influence on headline inflation in advanced economies has been much smaller than is often assumed, given the dominant weight of services in consumer spending. But its surging exports have had... 24th September 2026 · 5 mins read
