Middle East & North Africa Economics Weekly Egypt’s policy shift, Saudi gigaprojects, Morocco GDP Just over a month ago Egypt’s authorities underwent their dramatic shift to economic orthodoxy and the signs so far are more positive than in previous instances. The pound is more flexible, inflation... 12th April 2024 · 7 mins read
Emerging Europe Economics Weekly Higher oil prices bolster Russia’s war economy The latest rise in oil prices presents challenges to the near-term outlook for most countries in Emerging Europe by weakening their terms of trade and pushing up inflation – which already looked set... 12th April 2024 · 5 mins read
Global Economics Chart Pack Global Economics Chart Pack (April 2024) Our Global Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data indicate some improvement in economic activity, particularly for industry... 12th April 2024 · 0 mins read
China Rapid Response China Merchandise Trade (Mar. 2024) Despite a larger-than-expected y/y fall in export values, export volumes climbed to record highs. Nonetheless, we still think export volumes will grow more slowly this year than they did in 2023... 12th April 2024 · 3 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Apr. 2024) Capital flows into EMs have continued to rise in recent weeks, aided by robust global risk appetite. While yesterday’s strong US CPI release has clouded the outlook for Fed interest rate cuts and... 11th April 2024 · 3 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Apr. 2024) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. The minutes of their most recent meetings revealed that the RBA and the RBNZ... 11th April 2024 · 1 min read
UK Economics Chart Pack UK Economics Chart Pack (Apr. 2024) The bigger-than-expected fall in CPI inflation in February was the second in as many months, and together with the Bank of England’s clearer hints that it is getting close to cutting interest rates... 9th April 2024 · 1 min read
Global Economics Update World trade edging up as freight rates sink After a historically weak 2023, there are early signs of a modest turnaround in world goods trade which we expect to endure. Meanwhile, global container shipping costs have halved – and those for... 9th April 2024 · 4 mins read
Africa Economics Update Uganda: strong recovery set to weaken Uganda’s strong recent economic recovery is facing domestic and external headwinds, including international condemnation of the government’s Anti-Homosexuality Bill – and the associated impact on... 8th April 2024 · 5 mins read
China Economics Weekly Policy support for car sales won’t ease trade tensions The PBOC’s scrapping of the regulatory minimum down payment for car loans may help boost vehicle demand in the short run. But it won’t be enough to prevent a further increase in car exports, so... 5th April 2024 · 7 mins read
China Chart Pack China Chart Pack (Mar. 24) China’s economy continued to recover in the first months of the new year. And we think fiscal support will keep supporting growth in the near-term. That said, the property sector remains a drag on the... 3rd April 2024 · 1 min read
Middle East & North Africa Economics Update Saudi Arabia's non-oil economy to drive the recovery After a very weak 2023, Saudi Arabia’s economy should see a modest recovery this year as the Kingdom’s non-oil economy sustains its strong momentum and more than offsets the drag from the extended oil... 3rd April 2024 · 4 mins read
Middle East & North Africa Rapid Response Middle East & North Africa PMIs (March 2024) March's batch of PMIs showed that the Gulf economies continued to outperform those elsewhere, and have enjoyed a strong start to 2024. 3rd April 2024 · 2 mins read
Europe Economics Update Trump tariffs another risk for Europe The cost to the euro-zone of the universal tariff which Donald Trump has proposed, along with other likely spillovers from his trade policies, may result in a hit to the euro-zone economy of up to... 2nd April 2024 · 5 mins read
