Middle East & North Africa Economics Weekly US-Iran talks, Qatar’s LNG push, Saudi opens up The US and Iran enter negotiations tomorrow, but relations between the two are fragile and there's a high risk that talks break down, which could result in fresh US military strikes on Iran. Elsewhere... 5th February 2026 · 7 mins read
Emerging Europe Economics Update Turkey’s rebalancing process enters a more difficult phase The latest data out of Turkey have reinforced our view that the rebalancing process is becoming more challenging. At the heart of the problem is excessively strong domestic demand and the tension... 4th February 2026 · 5 mins read
UK Economics Chart Pack UK Economics Chart Pack (Feb. 2026) The data published since the start of the year suggest economic activity and price pressures have strengthened. But we still expect annual GDP growth to slow and the weak labour market to weigh on... 2nd February 2026 · 1 min read
China Chart Pack China Chart Pack (Jan 26) China’s growth slowed in December, with the economy expanding by just 3.1% in 2025. Export growth and fiscal support will continue to provide a significant (albeit smaller) prop to the economy over... 30th January 2026 · 0 mins read
Africa Economics Weekly Mozambique’s gas project, South Africa auto tariffs Mozambique announced that construction on its Cabo Delgado gas mega-project will restart, but the billions of dollars in revenue that it will bring are some years away, keeping crisis risks high in... 30th January 2026 · 6 mins read
US Economics Weekly Warsh faces an uphill battle at the Fed There was “broad support” among the FOMC to leave the fed funds target range unchanged at between 3.50% and 3.75% at this week’s meeting. Non-voting participants, according to Chair Jerome Powell... 30th January 2026 · 6 mins read
Climate Economics Monthly US doubles down on climate disengagement The loss of US funding for a host of UN climate bodies could slow progress on the scientific study of global warming and further undermine the already far-from-optimal international cooperation on... 30th January 2026 · 3 mins read
Europe Economics Weekly French bond rally looks overdone The French government's survival after bypassing parliament to implement the 2026 budget has done nothing to improve the country's long-term debt dynamics. So we think that the recent narrowing of... 30th January 2026 · 8 mins read
India Economics Weekly Budget, RBI take centre stage after historic EU trade deal After the announcement this week of the long-awaited India-EU trade deal, attention will quickly shift back to domestic policy. The Union Budget on Sunday will reveal how the Finance Ministry will... 30th January 2026 · 4 mins read
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
