Event

Drop-In: Egypt one year on – A progress report on the big policy shift

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March 6 will mark one year since Egypt embarked on a dramatic shift back to orthodox policymaking. So far, the authorities have stuck to most of their pledges.

Canada Rapid Response

Bank of Canada Policy Announcement (Jan. 2025.)

With the economy doing better recently, the Bank of Canada’s decision to cut by 25bp today might have been a much closer call were it not for the looming threat of US tariffs. Any tariffs could hit...

29th January 2025 · 3 mins read

Europe Economics Update

Lower interest rates boosting euro-zone bank lending

Euro-zone money and lending growth data paint a rosier picture of the economy’s near-term prospects than the latest business surveys and suggest that the impact of ECB rate cuts is feeding through...

29th January 2025 · 3 mins read

Europe Rapid Response

Riksbank Policy Announcement (January 2025)

We think the 25bp policy rate cut that the Riksbank delivered today will be the final cut of this cycle as we expect the economy to rebound strongly this year.

29th January 2025 · 2 mins read

RBI Watch

RBI Watch: New governor, new direction for monetary policy

The announcement of large liquidity injections into the banking sector demonstrates how the priorities of the RBI – led by new Governor Sanjay Malhotra – have shifted from containing inflation to...

29th January 2025 · 6 mins read

Australia & New Zealand Rapid Response

Australia Consumer Prices (Q4 2024)

29th January 2025 · 2 mins read

Emerging Europe Rapid Response

Hungary Interest Rate Announcement (Jan.)

28th January 2025 · 1 min read

Emerging Markets Economics Chart Pack

Emerging Markets Chart Pack (January 2025)

EM GDP growth picked up in the second half of 2024 but faces headwinds in 2025 from tight policy at home and challenges abroad. Our growth forecasts generally sit below the consensus. Monetary easing...

28th January 2025 · 1 min read

Latin America Chart Pack

Latin America Chart Pack (Jan. 2025)

Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Donald Trump’s return to the White House has sent jitters across the region, with...

27th January 2025 · 1 min read

Asia Economics Update

Thailand: the new sick man of Asia

Thailand’s recovery from the COVID-19 pandemic has not only been much weaker than that experienced in other parts of Asia, but also compared with past crises. The weakness of the economy is the key...

27th January 2025 · 4 mins read

Japan Economics Update

Japan’s labour market to remain tight despite rate hikes

The experience from other advanced economies is that there’s no hard and fast rule for how long it will take for the labour market to loosen in response to rate hikes by the Bank of Japan. But with...

27th January 2025 · 4 mins read

Canada Economics Weekly

Canada Weekly: Tariff uncertainty casts clouds over recent upturn

Donald Trump's first week back in office brought renewed threats of a 25% tariff on imports from Canada, with a potential imposition date of February 1st also thrown in. Such uncertainty will dog...

24th January 2025 · 5 mins read

Global Economics Update

PMIs point to price pressures intensifying

At face value, the latest batch of flash PMIs suggest that economic activity remained weak in Europe at the start of the year and lost some momentum in the US. Meanwhile, price pressures seem to be...

24th January 2025 · 2 mins read

UK Economics Weekly

UK Weekly: New year, same dilemma for the BoE

The data released this week showing a mix of weaker economic activity but rising price pressures will do little to ease the Bank of England's policy dilemma. We suspect that the continued bad news on...

24th January 2025 · 4 mins read

Europe Economics Weekly

Europe Weekly: EU still “in for tariffs”, ECB set for another rate cut

Though President Trump reserved his main tariff threats for others this week, he still complained about the EU’s trade surplus with the US and suggested the bloc is “in for tariffs”. We think US...

24th January 2025 · 9 mins read