Africa Chart Pack Africa Chart Pack (Feb. 2025) Falling inflation and looser monetary policy will help GDP growth to accelerate across Sub-Saharan Africa this year. A shift towards trade protectionism in the US will hurt certain sectors in some... 13th February 2025 · 0 mins read
China Economics Update China adds to export controls in a bid to pressure US China added five critical minerals to its export control list last week but stopped short of banning their sale. The move was intended as a warning to the Trump administration and to increase China’s... 12th February 2025 · 4 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Feb. '25) Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. GDP growth in the Middle East and North Africa will accelerate in 2025 on the... 12th February 2025 · 1 min read
China Economics Update Chinese retailers to suffer under Trump’s trade policies The end of the de minimis tariff exemption for US imports of low-value goods from China will be a major blow to Chinese e-commerce giants like Temu and Shein. They’re likely to lose market share to... 11th February 2025 · 4 mins read
Canada Economics Update Canada Economics Update: Steel and aluminum tariffs will cause little harm The newly-announced 25% tariffs on all steel and aluminum imports entering the US will have a limited impact on the Canadian economy given that exports of these products account for just 1% of GDP... 10th February 2025 · 3 mins read
US Economics Update Steel, aluminum and reciprocal tariffs The Trump administration’s 25% tariffs on steel and aluminum come at a time when domestic capacity utilisation and import intensity are low, implying they will have less of an impact on overall prices... 10th February 2025 · 3 mins read
Global Economics Update The implications of steel and aluminium tariffs The direct impact on the global economy of President Trump’s latest proposed tariffs would be small since steel and aluminium account for a very small share of world trade. Canada’s economy is... 10th February 2025 · 4 mins read
Commodities Chart Pack Commodities Chart Pack (February 2025) Trump’s curveballs have limited sway in oil markets With oil prices back to where they were at the start of the year, the oil market has offered a collective shrug to the geopolitical curveballs... 10th February 2025 · 1 min read
Canada Economics Weekly Canada Weekly: Trump aggression sparks long-term re-think The aggression shown towards Canada by President Donald Trump this week has raised big questions around the country's future in three key areas: trade, investment and defence. While some of the plans... 7th February 2025 · 5 mins read
Latin America Economics Weekly Latin America Weekly: Tariffs paused, Milei & the cepo While Mexico avoided a 25% US import tariff on Monday with a last minute deal, the threat hasn’t gone away. Were a 25% tariff to come into force, that would tip the economy into recession. And the... 7th February 2025 · 5 mins read
Event Drop-In: US-China tariffs rollback – Does this mark a lasting ceasefire in the trade war? 12th May 2025, 3:00PM BST Markets have received a boost from news that the US and China have agreed to a significant rollback of tariffs.
Event Drop-In: What Trump’s tariffs mean for Asian economies and markets 10th April 2025, 8:00AM BST The escalation of tariffs by the US and China now threatens to rupture the flow of trade between the world’s two largest economies.
Event Drop-In: German election 2025 – The new government’s domestic and global challenges 24th February 2025, 10:00AM GMT Will the federal election outcome bring any clarity to Germany’s existential economic and political questions?
Event Drop-In: Trump’s reciprocal tariffs – China retaliates and the market’s response 4th April 2025, 2:30PM BST With news of China’s retaliation to Donald Trump’s reciprocal tariffs deepening market misery, senior economists from our Global, China, Europe and Markets teams hosted this s
Event Drop-In: Has the judiciary just crippled Trump’s tariffs? 29th May 2025, 3:00PM BST A court ruling against the administration has thrown Trump’s flagship tariffs into legal uncertainty, potentially disrupting the White House’s efforts to levy duties on US tra
