Australia & New Zealand Rapid Response Australia International Trade (Oct. 22) 8th December 2022 · 2 mins read
Global Economics Chart Pack Firmer evidence of easing price pressures Data over the past month have brought the clearest signs yet that inflation is starting to ease. Our estimate of world CPI inflation fell for the first time in 15 months in October, from 7.9% to 7.7%... 7th December 2022 · 12 mins read
Emerging Markets Financial Risk Monitor EM financial risks mounting as 2023 approaches Global risk appetite has improved in recent weeks, easing some of the strains in EMs. But economic and financial vulnerabilities in EMs are larger going into 2023 than they were at this point last... 7th December 2022 · 4 mins read
China Data Response China Trade (Nov.) Chinese exports contracted year-on-year in November by the most since the start of the pandemic and imports dropped at the fastest pace in 30 months. We expect outbound shipments to fall further over... 7th December 2022 · 4 mins read
Canada Data Response International Trade (Oct.) The essentially unchanged level of export volumes in October, despite big gains in agricultural and pharmaceutical exports, suggests the sector is struggling amid weaker global demand. With the drop... 6th December 2022 · 3 mins read
US Data Response International Trade (Oct.) The trade deficit widened to $78.2bn in October, from $74.1bn, as the weakness in global demand began to weigh on exports, which declined by $1.9bn. At the same time, imports increased by $2.4bn, as a... 6th December 2022 · 2 mins read
Japan Economic Outlook Global downturn will drag Japan into recession The global downturn will pull Japan into recession next year. And with government caps on utility bills pushing inflation below the Bank of Japan’s 2% target by mid-2023, the Bank will remain the... 5th December 2022 · 23 mins read
Emerging Europe Economics Weekly Surveys improve, Turkey’s FX reserves rebound The batch of survey data for November released this week improved across the region, but the data are still very weak and suggest that recessions lie in store in most countries. Elsewhere, the rebound... 2nd December 2022 · 8 mins read
Latin America Economics Weekly Colombia’s vulnerabilities, Peru’s chaos, Venezuelan oil The easing of some US sanctions will give a small boost to Venezuela’s oil output, but it would take much more on the sanctions front – as well as huge investment – to boost oil production... 2nd December 2022 · 8 mins read
US Economics Weekly Global downturn taking its toll on exports With weaker growth overseas and the drag from the stronger dollar now pushing exports lower, the resilience of consumption is the only thing keeping the economy from falling into recession. 2nd December 2022 · 7 mins read
China Chart Pack Early preparations to exit zero-COVID Concrete signs of an effort to exit from zero-COVID are emerging, with a notice today of a push to vaccinate the elderly. The low level of vaccine coverage of the most vulnerable is, along with a lack... 29th November 2022 · 12 mins read
Asia Chart Pack Consumer resilience unlikely to last Most countries in the region have now reported GDP figures for the third quarter, and growth was generally faster than we (and the consensus) had expected. One factor behind this resilience was the... 29th November 2022 · 15 mins read
