Africa Chart Pack Africa Chart Pack (Feb. 26) Sub-Saharan Africa is entering one of its best periods of growth since the 2010s, propelled by better terms of trade, low inflation and loose monetary policy. Our forecasts for most countries –... 24th February 2026 · 0 mins read
Event Drop-In: Trump’s Supreme Court tariff response – Implications for the global economy 23rd February 2026, 3:00PM GMT Donald Trump has moved swiftly in response to the Supreme Court’s ruling on tariffs, but what will the President's latest announcements mean for the global economy?
Asia Economics Update New US tariff regime will rejig Asian electronics trade Trump’s new 15% global tariff rate reduces the tariff burden on most Asian countries, but the biggest winner is China. It still faces a higher tariff than countries elsewhere in the region, but the... 23rd February 2026 · 4 mins read
Global Economics Rapid Response US Trump hikes new global tariff rate to 15% In a social media post this morning, President Trump announced that he intends to raise his new global tariff rate from the 10% rate announced yesterday, to the maximum 15% allowed under Section 122... 21st February 2026 · 2 mins read
Canada Economics Weekly Trade reorientation away from US has a distance to go Today’s ruling that Donald Trump’s use of IEEPA tariffs was illegal will not deter policymakers in Ottawa from continuing to prioritise the reorientation of trade flows toward other markets, with... 20th February 2026 · 5 mins read
India Chart Pack India Chart Pack (February 2026) India’s economic growth won’t match the pace of 2025 over the next couple of years, but India will remain a global outperformer. Prospects have brightened further as punitive US tariffs have come down... 20th February 2026 · 1 min read
India Economics Weekly India’s AI summit meets the “AI scare trade” The optics of this week's AI Impact Summit in New Delhi were powerful, but the timing was awkward. India’s business consulting and software firms have been major casualties in the global equity sell... 20th February 2026 · 5 mins read
US Rapid Response US International Trade (Dec 2025) The usual suspects were behind the widening in the trade deficit at the end of last year: gold, pharmaceuticals and IT equipment. December’s trade figures leave our Q4 GDP growth estimate at a solid 3... 19th February 2026 · 2 mins read
Canada Rapid Response Canada International Trade (Dec 2025) The equal sized gains in export and import volumes in December confirm that net trade made a positive contribution to fourth-quarter GDP. However, looking through the volatile components that drove... 19th February 2026 · 2 mins read
Latin America Chart Pack Latin America Chart Pack (Feb. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Despite a modest acceleration last quarter, aggregate Latin America growth was... 18th February 2026 · 1 min read
Global Economics Update World trade to beat consensus expectations (again) World goods trade grew by about 4.5% in 2025 – its highest rate since 2011, except for the pandemic rebound in 2021. And we expect it to expand by a consensus-beating 2.5% or so this year. Alongside... 18th February 2026 · 5 mins read
Emerging Europe Economics Update Does Hungary need a US financial backstop? Marcio Rubio’s comments this week that the US might provide financial support to Hungary if needed seems to have been welcomed by local financial markets. Hungary’s public finances are not in good... 18th February 2026 · 3 mins read
Africa Economics Update Will Africa continue to shrug off surging Chinese Imports Chinese exports to Africa surged last year and we expect Africa’s trade deficit with China to persist presenting risks to domestic industrialisation ambitions. However, China has levers that it can... 17th February 2026 · 5 mins read
Canada Economics Weekly Up-and-down week foreshadows CUSMA renegotiation A week of political drama, much of it emanating from south of the border, provides useful insight into how we can expect the CUSMA renegotiation to unfold. 13th February 2026 · 8 mins read
India Economics Weekly US trade deal looking more palatable The fact sheet for the India-US trade deal was published at the start of this week, but by Wednesday it had been quietly revised. Two key changes stand out and improve the deal’s economic viability... 13th February 2026 · 4 mins read
China Economics Update Can China’s trade surplus rise further? China’s goods trade surplus can’t increase indefinitely. But there’s little sign that policy shifts – either within China or in its trading partners – will prevent the surplus from widening in the... 12th February 2026 · 5 mins read
