Middle East & North Africa Economics Weekly The dollar and MENA, US-Iran tensions, Saudi project delays This year's dollar rout has taken Gulf currencies down too, but the impact on inflation is likely to be small - and inflation is very low in any case. Elsewhere, Egypt stands to be a beneficiary from... 29th January 2026 · 7 mins read
US Rapid Response US International Trade (Nov. 2025) The sharp swings in trade continued in November, with the trade deficit rebounding sharply to $56.8bn, from the prior month’s multi-year low of $29.2bn, a move that will lower most estimates of fourth... 29th January 2026 · 1 min read
Canada Rapid Response Canada International Trade (Nov 2025) Exports volumes in November are not as bad as first appears, and probably would have risen if not for a plunge in volatile gold exports. Meanwhile, we continue to see tentative signs of Canada... 29th January 2026 · 2 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Jan. 2026) Our Middle East & North Africa Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The Middle East and North Africa is set for the fastest pace of GDP... 29th January 2026 · 1 min read
Europe Rapid Response Euro-zone EC Survey (January 2026) January’s EC survey suggests that the economy got off to a fairly strong start to the year, with the services sector growing while industry continues to struggle. But the labour market has loosened... 29th January 2026 · 2 mins read
Global Economics Update The macro implications of a weaker dollar Our base case is that the recent bout of weakness in the US dollar will reverse. If it remains at its current level, the direct macro impact is likely to be small for most countries, especially... 28th January 2026 · 6 mins read
Africa Chart Pack Africa Chart Pack (Jan. 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 –... 27th January 2026 · 0 mins read
India Economics Update Benefits of India-EU trade deal shouldn’t be underplayed It may be tempting to conclude that the long-awaited India-EU trade deal announced today will only have a small economic impact. After all, key sectors such as agriculture remain off the table and the... 27th January 2026 · 3 mins read
Latin America Economics Update Costa Rica’s election: the macro implications Costa Rica’s ruling party looks set to hold onto power at the general election on 1st February. A more fragmented legislature – as seems likely – may make it harder to pass reforms, including measures... 26th January 2026 · 4 mins read
China Activity Monitor CAP: Gap with official GDP widens further Our China Activity Proxy shows that growth slowed at the end of 2025, with the economy expanding at a rate almost 2%-pts below what official figures suggest. And while official figures indicate that... 23rd January 2026 · 1 min read
Europe Economics Weekly Greenland tensions aftermath, Germany finally recovering? We think that this week's flare-up in EU-US tensions over Greenland is unlikely to have a lasting impact on the euro-zone economy. Meanwhile, data out of Germany suggest its economy may be turning a... 23rd January 2026 · 9 mins read
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
