India Chart Pack India Chart Pack (Nov. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy continues to show resilience this year and annual GDP growth is likely to come in... 23rd November 2023 · 1 min read
Event Global Drop-In: Fed, ECB and BoE December meetings and the 2024 policy outlook 1702566000 A year of the most aggressive monetary tightening in a generation is expected to end with the major DM banks leaving rates on hold at their December meetings.
Latin America Rapid Response Mexico Bi-Weekly CPI (Nov.) Mexico’s mid-month inflation reading of 4.3% y/y in November provides signs that the disinflation process is running out of steam. And while Banxico opened the door to the start of a monetary easing... 23rd November 2023 · 2 mins read
Europe Rapid Response Euro-zone Flash PMIs (November 2023) Despite the rise in the euro-zone Composite PMI in November, it remained consistent with the economy contracting 0.2% in Q4. Meanwhile, the breakdown provides further evidence that the labour market... 23rd November 2023 · 2 mins read
UK Economics Rapid Response UK S&P Global/CPIS Flash PMIs (Nov. 2023) The rise in the flash composite activity PMI, from 48.7 in October to 50.1 in November, is still consistent with a mild contraction in real GDP. However, activity isn’t weak enough to reduce... 23rd November 2023 · 3 mins read
Emerging Europe Economics Update 5 key questions on the war and Israel’s public finances The Israeli government’s budget deficit is widening sharply and we think it will breach 5% of GDP next year. Provided the length of the war and the increase in the deficit are short-lived, we don’t... 22nd November 2023 · 6 mins read
Africa Rapid Response South Africa Consumer Prices (Oct.) The larger-than-expected rise in South Africa’s headline inflation rate, to 5.9% y/y in October, is likely to reinforce central bank policymakers’ hawkish rhetoric when they meet tomorrow. Given that... 22nd November 2023 · 3 mins read
Event Drop-In: The global economy in 2024 – Key themes/core risks 1701763200 A team of our senior economists recently held a special online briefing all about the key economic themes which will shape 2024.
Latin America Chart Pack Latin America Chart Pack (November 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 21st November 2023 · 1 min read
US Chart Pack US Chart Pack (Nov. 23) The economy’s third-quarter strength was not the start of a renewed acceleration and we continue to expect GDP growth to weaken. Regardless, resilient economic growth has not prevented a continued... 21st November 2023 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (November 2023) EM GDP has proven stronger than expected this year, but we think growth will weaken in the coming months and come in below consensus in 2024. Despite recent upside surprises, inflation has resumed its... 21st November 2023 · 0 mins read
UK Economics Weekly What the Chancellor won’t tell us The Chancellor will squeeze as much political juice out of Wednesday's Autumn Statement to try and regain the agenda ahead of an election next year. But he won't tell us that bigger pre-election... 17th November 2023 · 7 mins read
Emerging Europe Economics Weekly Israel rate cut bets increase, key stories from Q3 GDP Data for October out of Israel this week suggest that the initial impact of the conflict with Hamas on the export sector was fairly limited, that inflation pressures continued to ease and that the... 17th November 2023 · 7 mins read
