China Chart Pack China Chart Pack (May 26) Our China Activity Proxy suggests that China’s economy slowed a touch in April. That was entirely driven by weaker domestic demand – China’s exports continued to rise on the back of strong global... 29th May 2026 · 0 mins read
Europe Economics Weekly Europe gradually getting tougher on China Today’s gathering of European Commissioners will prepare the ground for a further tightening of European trade defences against China. However, differences of opinion between European governments and... 29th May 2026 · 6 mins read
Middle East & North Africa Economics Weekly Peace talks, trade and capital flows Talks between the US and Iran have provided a glimmer of hope that global energy markets could begin to normalise. But the conflict and the closure of the Strait of Hormuz have already inflicted heavy... 28th May 2026 · 6 mins read
Africa Chart Pack Africa Chart Pack (May 26) Higher energy prices will boost Angola and Nigeria’s economies. With elections on the horizon, governments are likely to spend their windfall. Most others in the region are having to manage worse... 27th May 2026 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (May 2026) Capital outflows from EMs have generally eased over the past month. Further progress in talks between the US and Iran to re-open the Strait of Hormuz would help outflows to decline further. But even... 26th May 2026 · 2 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (May 2026) The conflict in the Middle East will lead to sharp falls in GDP in the Gulf economies and weigh on activity in energy importers, especially in Asia. Inflation has started to pick up and central banks... 22nd May 2026 · 1 min read
China Economics Weekly US tariffs on China set to rise again The Trump administration has signalled that it still intends to impose new Section 301 duties on China to replace the IEEPA tariffs that were struck down by the Supreme Court. This looks set to more... 22nd May 2026 · 5 mins read
Japan Rapid Response Japan External Trade (Apr. 26) Most of the recent strength in exports reflects soaring export prices, while the closure of the Strait of Hormuz resulted in a record plunge in crude oil imports. T 21st May 2026 · 2 mins read
Climate Economics Update China’s electric vehicle exports shift up a gear in April While China’s solar panel and lithium-ion battery exports fell back from record highs in April, the surge in battery electric vehicle exports meant that China’s overall green tech exports remained... 20th May 2026 · 2 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (May '26) The Gulf economies are set for their steepest contraction since the early 1980s this year. The closure of the Strait of Hormuz has led to sharp falls in hydrocarbon production, even in those countries... 19th May 2026 · 1 min read
Europe Economics Update US tariffs have hit euro-zone exports The front-running of US tariffs gave a small boost to euro-zone exports and GDP last year. But now that the dust is settling, euro-zone exports to the US are significantly lower than they were before... 19th May 2026 · 4 mins read
Africa Economics Update Weak naira providing little boost to industry The expansion of Nigeria’s domestic refining capacity has helped to boost the current account surplus and allowed the central bank to rebuild its foreign exchange reserves. But the sharp weakening of... 18th May 2026 · 3 mins read
Asia Economics Update Rate hike would provide only brief respite for rupiah The Indonesian rupiah has continued to slide over the past week and, while we think intervention in the foreign exchange market will remain Bank Indonesia’s primary course of action to prop up the... 18th May 2026 · 4 mins read
Japan Economics Focus The impact of the China shock on Japan’s economy Japan has weathered the China shock well so far, largely because the sharp weakening of the yen has kept Japanese exports competitive. However, the exchange rate is unlikely to keep weakening rapidly... 18th May 2026 · 17 mins read
China Rapid Response China Activity & Spending (Apr. 2026) Domestic headwinds look to have intensified last month, especially when it comes to construction activity. But with external demand picking up and the electronics sector in an upswing, we still think... 18th May 2026 · 3 mins read
