Europe Rapid Response Swiss CPI (October) Another larger-than-expected fall in both headline and core inflation in Switzerland will increase concerns that the country could temporarily enter deflation next year. This will pile on pressure on... 1st November 2024 · 2 mins read
Australia & New Zealand Economics Weekly RBA to cut rates in Q1 as capacity pressures ease Financial markets continued to scale back their expectations for rate cuts by the RBA following the release of Q3 CPI data this week. As a result, t hey are now fully pricing in a rate cut only in May... 1st November 2024 · 5 mins read
Canada Economics Focus What does a declining population mean for Canada? The government’s plan to trim the population will hit potential GDP growth and, given the headwinds for residential investment, reduce the chance of GDP reaching that lower potential level. Rents on... 31st October 2024 · 15 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Oct. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The latest activity data out of Emerging Europe have been surprisingly weak, and GDP... 31st October 2024 · 1 min read
US Rapid Response Income & Spending (Sep 2024) & ECI (Q3 2024) The news on prices was mixed, with the September data showing that the core PCE deflator increased at a slightly faster 0.25% m/m (or 3.0% in 1m annualised terms) and, in part due to some modest... 31st October 2024 · 2 mins read
Africa Chart Pack Africa Chart Pack (Oct. 2024) Disinflation and looser monetary policy are setting the scene for stronger growth across Sub-Saharan Africa, and we expect growth to pick up in the coming quarters. But there are several headwinds... 31st October 2024 · 0 mins read
Europe Rapid Response Euro-zone Flash HICP (October) Euro-zone inflation came in a touch higher than expected in October but was still below the ECB’s projections for Q4. While policymakers have pushed back this week against the case for faster rate... 31st October 2024 · 2 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Oct. 2024) Our latest Middle East and North Africa Chart Pack has been updated to reflect the latest data and developments in the region. Headline GDP growth in the Gulf economies will strengthen in 2025 as oil... 30th October 2024 · 1 min read
Latin America Chart Pack Latin America Chart Pack (October 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Latin American financial assets have come under pressure amid the recent rise in... 30th October 2024 · 1 min read
RBA Watch RBA still on course to cut rates by February The Reserve Bank of Australia is all but certain to leave rates unchanged at its meeting next week. We suspect it will reiterate its pledge to hold its fire until year-end, given that the labour... 30th October 2024 · 7 mins read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q3 2024) 30th October 2024 · 2 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (Oct. 2024) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. The Antipodean central banks will tread different paths on policy over the forecast horizon. With the... 29th October 2024 · 1 min read
Europe Economics Update ECB to cut deposit rate to just 1.5% In light of the worsening outlook for economic growth and inflation in the euro-zone, we are making major downward revisions to our ECB interest rate forecast. We now think the Bank will implement... 28th October 2024 · 4 mins read
Latin America Economics Update Argentina: default risks have eased, but not gone away Investor sentiment towards Argentina has improved significantly in the past few months and it now looks like the government will probably be able to make the sovereign debt repayments that are due... 28th October 2024 · 5 mins read
Africa Economics Weekly Nigeria Shell oil sale, SARB 25bp or 50bp cut next? The Nigerian authorities rejection of Shell’s sale of its onshore oil business marked the latest attempt by a multinational to divest from Nigeria – and the prospect of lower foreign investment makes... 25th October 2024 · 5 mins read
