UK Economics Weekly The lasting legacy of Trump’s temporary tariff threat Although it took just four days for President Trump's Greenland tariff threat to be withdrawn, the longer lasting impacts on the UK economy could be an accelerated plan to boost defence spending and a... 23rd January 2026 · 5 mins read
India Economics Weekly Capital outflows, India-EU trade deal, Budget preview Foreign investors have remained net sellers of Indian equities in the early stages of 2026 and it's likely that outflows persist for a while yet. That is unlikely to cause external strains but it will... 23rd January 2026 · 3 mins read
Middle East & North Africa Economics Weekly Egypt’s external gains, Saudi real estate, Saudi-UAE tensions Data released this week showed that Egypt's current account deficit has continued to improve nearly two years on from the policy shift. The growing likelihood of a rebound in Suez Canal traffic will... 22nd January 2026 · 6 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Jan. 2026) So far at least, there’s little sign that the geopolitical flare-ups this year have affected capital inflows to emerging markets. Indeed, inflows have picked up sharply in the last few weeks. Even if... 22nd January 2026 · 0 mins read
US Chart Pack US Chart Pack (Jan. 2026) We see recent strength in AI-related business investment as the start of a multi-year capex boom, driving GDP growth of 3.0% this year and 2.5% in 2027. Despite the economy running hot and labour... 21st January 2026 · 1 min read
India Chart Pack India Chart Pack (January 2026) After a very strong 2025, economic growth in India is likely to ease in 2026 in the face of punitive US tariffs. However, India will remain a relative bright spot in the global economy, thanks to... 21st January 2026 · 1 min read
US Economics Update SCOTUS rulings pivotal for Trump’s second year President Donald Trump’s first year back in the Oval Office was more disruptive than we had expected, marked by attacks on the global trading order, the domestic institutional framework and even the... 20th January 2026 · 5 mins read
Global Economics Update Your questions about tensions over Greenland We hosted an online Drop-In session today to discuss escalating tensions over Greenland and their economic implications. (Recording available here.) This Update provides answers to some of the... 19th January 2026 · 5 mins read
Europe Economics Update Europe will move cautiously over Greenland threats If implemented and sustained for a long period, the new tariffs that President Trump has threatened over the Greenland dispute could cost the euro-zone economy something between 0.2% and 0.5% of GDP... 19th January 2026 · 7 mins read
UK Economics Update Trump’s Greenland tariffs would be another drag for the UK If President Trump’s latest tariff threats were actually implemented, they would add to the existing pain for UK car and pharmaceutical manufacturers and in a worse-case scenario could reduce UK GDP... 19th January 2026 · 6 mins read
Event Drop-In: The Greenland Crisis – What to make of this US-Europe conflict? 19th January 2026, 11:00AM GMT The transatlantic row over Greenland’s sovereignty intensified over the weekend following Donald Trump’s threat to ratchet up tariffs on European economies until Denmark agrees to sell.
Global Economics Rapid Response Greenland tariffs: the political consequences would trump the economic It remains unclear whether President Trump’s threat to impose tariffs on eight European countries unless a deal is reached to acquire Greenland will ever materialise. But if it does, the economic... 18th January 2026 · 3 mins read
US Economics Weekly Wait for the SCOTUS tariff ruling continues The wait continues for the Supreme Court’s judgement on the legality of President Trump’s IEEPA-invoked tariffs. If those tariffs are ruled to be illegal, we think Trump will be able to replace a lot... 16th January 2026 · 6 mins read
China Economics Weekly Breaking down China’s record trade surplus China’s trade surplus hit 1% of global GDP last year, a new record. This was made possible by reorientating trade toward non-U.S. markets, especially ASEAN but also Europe and Africa. It also involved... 16th January 2026 · 7 mins read
