China Rapid Response China Merchandise Trade (Aug. 2024) Export values grew y/y at the fastest pace in 17 months, with export volumes hitting record highs. We expect exports to remain robust in the near term, supported by the decline in China’s real... 10th September 2024 · 2 mins read
China Economics Update New US export controls will be harder to overcome The new US controls on exports of semiconductor manufacturing equipment will slow China’s ability to expand its advanced chip-making capacity. While the immediate economic impact will be small, it... 9th September 2024 · 6 mins read
Canada Chart Pack Canada Chart Pack (Sep. 2024) The economy looks to be entering a period of below-potential growth, characterised by excess supply in the goods and labour markets. This will keep downward pressure on core inflation, which we think... 5th September 2024 · 1 min read
Middle East & North Africa Economics Weekly OPEC+ decision, Saudi Arabia’s Article IV, Egypt inflation The recent slide in oil prices has raised the prospect that OPEC+ delays planned increases to output at its meeting next week, but this risks stoking tensions among key members if it means that the... 5th September 2024 · 6 mins read
Africa Economics Update FOCAC: Africa-China relations in a fracturing world Attention at the Forum on China-Africa Cooperation that started today in Beijing will be on the extent to which China can stave off competition from the US to strengthen ties with the region... 4th September 2024 · 7 mins read
US Rapid Response International Trade (Jul. 2024) The July trade data suggest that net trade will weigh on third-quarter GDP growth, but that is hardly cause for concern when it reflects the continued strength of imports, painting a better picture of... 4th September 2024 · 1 min read
Canada Rapid Response Canada International Trade (Jul. 2024) The improvement in the goods trade balance in July was for the wrong reasons, with a fall in imports outpacing a decline in exports. The weakness was due to sharp declines in motor vehicle trade... 4th September 2024 · 2 mins read
Global Economics Update Green tech and chips will remain key battlegrounds Several advanced economies have raised tariffs on imports of green technologies and semiconductors from China to address their growing trade deficits in these goods and tackle a perceived strategic... 3rd September 2024 · 5 mins read
Middle East & North Africa Rapid Response PMIs (Aug. 2024) August’s batch of PMIs showed a slightly more positive outturn for the Gulf’s private non-oil sectors, but there was better news from Egypt where its PMI rose back above the 50-mark for the first time... 3rd September 2024 · 2 mins read
China Economics Weekly Tariff barriers keep climbing, USD still dominates trade Canada's new tariffs on Chinese exports won't have much of an impact on China's economy, but they are symptomatic of a broader wave of protectionist measures that have been ramping up in recent years... 30th August 2024 · 5 mins read
Climate Economics Monthly Canada EV tariffs; Is Trump warming to EVs? While Canada's tariffs on Chinese-made electric vehicles are unlikely to have a major impact on China's green exports, it is another example of broader global fracturing between China and the West... 30th August 2024 · 4 mins read
China Chart Pack China Chart Pack (Aug. 24) Falling house prices and a soft labour market will continue to hold back consumer spending over the coming months. And with the PBOC concerned about a bond bubble, large-scale monetary easing appears... 30th August 2024 · 1 min read
Australia & New Zealand Economics Weekly Cap on foreign students could stymie growth in 2025 The Australian government is working to pass legislation that would cap international student commencements at 270,000 in 2025, a significant step down from its current level of around 400,000. While... 30th August 2024 · 5 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (August 2024) EM recoveries are beginning to slow and should continue to do so over the coming quarters. Within this there will be regional variation, with Asia the outperformer and Latin America the laggard... 29th August 2024 · 1 min read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Aug. '24) Our latest Middle East and North Africa Chart Pack has been updated to reflect the latest data and developments in the region. Growth in the Gulf economies is likely to pick up in the coming quarters... 28th August 2024 · 1 min read
