Japan Economics Weekly AI revolution still largely bypassing Japan The external trade data for March showed that the closure of the Strait of Hormuz has started to reduce energy inflows from the Middle East. But the more striking development is the recent... 24th April 2026 · 5 mins read
US Chart Pack US Chart Pack (Apr. 2026) Higher gasoline prices will weigh moderately on consumption, but there are signs that investment will broaden out beyond AI-related spending. We expect GDP growth to average 2.2% this year and next... 23rd April 2026 · 0 mins read
Middle East & North Africa Economics Weekly Stalemate, swap lines and slumps Prospects for a swift end to the Iran war were dented this week as divisions within the Iranian regime hinder Tehran’s efforts to put forward a coherent, unified position in negotiations. And as a... 23rd April 2026 · 6 mins read
Latin America Economics Update Argentina: Vaca Muerta fuels energy turnaround The surge in shale oil and gas production in the Vaca Muerta field over the past few years has turned Argentina from a net energy importer into an exporter, meaning that – unlike during previous... 22nd April 2026 · 4 mins read
China Economics Update Surge in green tech demand to support exports March trade data show that higher oil prices have already driven up demand for China’s green tech exports. And our analysis suggests that stronger NEV demand could see the auto sector alone add at... 21st April 2026 · 7 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Apr. '26) Our Middle East & North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. The Iran war will result in sharp falls in GDP in the Gulf. The closure of the... 21st April 2026 · 1 min read
Climate Economics Update China’s green tech exports boosted by Iran conflict China’s green technology exports reached a record high in March on the back of the sharp rise in global fossil fuel prices, and we think that the energy shock will continue to boost foreign demand for... 21st April 2026 · 2 mins read
India Chart Pack India Chart Pack (April 2026) The energy shock will knock around 0.5%-pts off India’s GDP growth this year and push headline inflation to a peak of close to 6%. But we think the RBI will refrain from raising interest rates unless... 21st April 2026 · 0 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (April 2026) Our Emerging Europe Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The energy shock presents a headwind to most of Emerging Europe by worsening... 21st April 2026 · 1 min read
Middle East & North Africa Economics Update UAE: dollar peg not at risk Reports that the UAE is seeking a currency swap line from the US have sparked concerns about the damage to country’s external position from the war. Lower energy exports, disruption to travel and... 20th April 2026 · 5 mins read
China Economics Weekly Export dependence deepens, labour market softens The sectoral breakdown of GDP released today shows that industry outperformed last quarter, with much of the Q1 acceleration driven by strong external demand. But industry is less labour intensive... 17th April 2026 · 5 mins read
India Economics Weekly Middle East turmoil hitting India’s trade The narrowing in India's goods trade deficit in March is largely a result of the Middle East conflict. Energy imports from the Gulf have collapsed, with an increase in oil shipments from Russia... 17th April 2026 · 3 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (April 2026) The war in Iran will lead to sharp falls in GDP in the Gulf economies and weigh on energy importers, especially in Asia. Overall, though, so long as the conflict ends relatively soon in line with our... 16th April 2026 · 1 min read
Global Economics Update How could non-energy shortages affect supply chains? In the coming months, depressed shipments of non-energy commodities through the Strait of Hormuz risk disrupting some supply chains using aluminium, plastics and synthetic rubber. The risks are... 16th April 2026 · 8 mins read
Latin America Chart Pack Latin America Chart Pack (Apr. 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Many major Latin American economies have received a terms-of-trade boost from the... 16th April 2026 · 1 min read
