Global Economics Update Indonesia: Jokowi will struggle to revive economy The two key economic challenges facing President Joko Widodo in his second term are boosting GDP growth and reducing Indonesia’s external vulnerabilities. We don’t think he will succeed in either. 17th April 2019 · 1 min read
Global Economics Update Argentina This Briefing is a reference guide with our latest views and forecasts for Argentina’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 16th April 2019 · 1 min read
Global Economics Update Mexico This Briefing is a reference guide with our latest views and forecasts for Mexico’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 16th April 2019 · 1 min read
Global Economics Update Brazil This Briefing is a reference guide with our latest views and forecasts for Brazil’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 16th April 2019 · 1 min read
Global Economics Update Is China blocking other countries’ path to prosperity? Rising automation, excellent infrastructure and the migration of some productive capacity into the cheaper interior mean that China is likely to remain a highly competitive export manufacturing centre... 15th April 2019 · 1 min read
Global Economics Update Labour markets unlikely to loosen significantly Compared to previous slowdowns, the recent resilience of labour markets in advanced economies hasn’t been that unusual. While we expect subdued economic growth to take the shine off the performance of... 12th April 2019 · 1 min read
Global Economics Update Australia This Briefing is a reference guide with our latest views and forecasts for Australia’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic... 10th April 2019 · 1 min read
Global Economics Update Breaking down the slowdown in world trade A detailed breakdown of global exports suggests that the US-China trade war cannot be blamed for the slowdown in world trade. Instead, the underlying slowdown has featured a wide range of goods, with... 9th April 2019 · 1 min read
Global Economics Update Breaking down the slowdown in world trade A detailed breakdown of global exports suggests that the US-China trade war cannot be blamed for the slowdown in world trade. Instead, the underlying slowdown has featured a wide range of goods, with... 5th April 2019 · 1 min read
Global Economics Update How will the rest of the world cope with 2% growth in China? Contrary to the mainstream view that China will keep growing at fairly rapid rates, we expect GDP growth there to slow to 2% by 2030. This slowdown need not in itself be bad for the rest of the world... 3rd April 2019 · 1 min read
Global Economics Update Canada This Briefing is a reference guide with our latest views and forecasts for Canada’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 3rd April 2019 · 1 min read
Global Economics Update Japan This Briefing is a reference guide with our latest views and forecasts for Japan’s economy, including the prospects for key macroeconomic and financial market variables such as gross domestic product... 3rd April 2019 · 1 min read
Global Economics Update Global manufacturing downturn starting to bottom out? It’s still far too early to say for sure, but March’s manufacturing PMIs offer some hope that the worst is over for the downturn in global manufacturing, at least outside the euro-zone. 1st April 2019 · 1 min read
Global Economics Update Inverted yield curve another signal of weaker growth Some have warned that the recent inversion of the US yield curve signals that a recession is coming, while others have warned against reading too much into the inversion. Our view is that the answer... 26th March 2019 · 1 min read
Global Economics Update Brexit Delay: What’s new and what’s not? The delay granted by the EU last night has pushed back Brexit by at least two weeks, from 29th March to 12th April, but four options remain on the table – deal, no deal, no Brexit or another delay. So... 22nd March 2019 · 1 min read
Global Economics Update Manufacturing malaise shows no signs of abating March’s flash PMIs add to evidence that GDP growth was subdued in the three largest advanced economies in Q1, with Germany continuing to take the brunt of the global manufacturing slowdown. 22nd March 2019 · 1 min read
