Emerging Europe Rapid Response Hungary Interest Rate Announcement (Aug.) 30th August 2022 · 2 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Aug.) The EC’s Economic Sentiment Indicators for Central and Eastern Europe for August continued the trend in recent months of very weak data releases for the region and point to a sharp slowdown in GDP... 30th August 2022 · 3 mins read
US Economics Weekly With inflation outlook improving, pivot is still on In a hawkish Jackson Hole speech, Fed Chair Jerome Powell argued that “restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record... 26th August 2022 · 6 mins read
India Chart Pack Economy holding up amid policy tightening GDP data for Q2 (Q1 of FY22/23) due next week should show that the economy grew at a robust pace last quarter despite the onset of monetary policy tightening. And more timely indicators suggest that... 26th August 2022 · 9 mins read
Canada Economics Weekly Firms’ selling price expectations at 10-month low There was some better news from the CFIB Business Barometer and new home sales data this week, although both still point to weak economic growth. Meanwhile, the fall in firms’ selling price... 26th August 2022 · 5 mins read
Africa Economics Weekly Angola’s elections, SA price pressures, Ethiopia’s debt President João Lourenço is on course to secure another term following this week’s elections in Angola. With the political backdrop little changed, we think that the economy will revert to its low... 26th August 2022 · 6 mins read
UK Economics Weekly Government needs to step up to prevent deep recession The possibility of even bigger increases in the Ofgem utility price cap early next year means that the economy is facing down the barrel of a fairly deep recession. The depth of the recession... 26th August 2022 · 5 mins read
Global Trade Monitor Shipping costs fall in tandem with export orders World trade was broadly unchanged at a high level in June, and timelier data suggest that the continued easing of supply constraints in China helped lift exports in Asia in July. But forward-looking... 26th August 2022 · 3 mins read
Nordic & Swiss Economics Weekly Flodén eyeing faster rate rises One does not need to be Nostradamus to see that Martin Flodén will espouse stepping up the pace of monetary tightening when the Executive Board of the Riksbank convenes again, in September. While our... 26th August 2022 · 7 mins read
Europe Economics Weekly Soaring energy costs, wage inflation trending higher The surge in natural gas prices amid supply concerns this week piled on the economic gloom for the euro-zone and we have revised our growth forecasts down further. But price pressures remain intense... 26th August 2022 · 8 mins read
Japan Economics Weekly Kishida eager to revive nuclear energy August’s Tokyo CPI showed a further jump in electricity prices. Against this backdrop, PM Kishida announced that he wants to restart more nuclear reactors and build new ones, but it remains unclear... 26th August 2022 · 8 mins read
UK Economics Update Our new higher inflation forecast The latest leap in wholesale gas prices means that we now think CPI inflation will rise from 10.1% in July to a peak of 14.5% in January (up from our previous forecast of a peak of 12.5% in October)... 24th August 2022 · 6 mins read
Latin America Economics Update Chile’s current account, the peso and FX debts The further widening of Chile’s current account deficit in Q2 combined with an increased reliance on portfolio inflows leave the Chilean peso vulnerable to a deterioration in investor risk appetite... 24th August 2022 · 6 mins read
Nordic & Swiss Economics Update Could cheap Norwegian gas fix Europe’s energy crisis? One left-field option for alleviating Europe’s gas crisis that has been doing the rounds is the potential for asking Norway to discount the price of its gas exports. This Update looks at eight key... 24th August 2022 · 6 mins read
Europe Economics Update Deeper recession, inflation to hit 10% The continued surge in European gas prices, and likelihood that they will remain extremely high, means that the euro-zone will probably suffer a deeper recession than we had previously anticipated. It... 24th August 2022 · 6 mins read
Latin America Data Response Brazil IPCA-15 (August 2022) The further fall in Brazil’s headline inflation rate to 9.6% y/y in the first two weeks of August was mainly due to tax cuts on energy and masks the fact that underlying price pressures remain strong... 24th August 2022 · 2 mins read
