Emerging Europe Rapid Response Romania Parliamentary Election The centre-left Social Democrats (PSD) – the largest party in Romania’s current coalition – look set to win the most votes in the parliamentary election which took place on Sunday, but strong gains... 2nd December 2024 · 2 mins read
Africa Economics Weekly CBN optimistic on inflation, South Africa’s Article IV Central Bank of Nigeria Governor Yemi Cardoso set out the case at this week’s MPC meeting for inflation to slow down, suggesting that officials are eyeing the end of the tightening cycle. But monetary... 29th November 2024 · 6 mins read
Latin America Economics Weekly Mexico & the trade war, Brazil’s fiscal malaise Mexico appears to have found the off-ramp after President-elect Donald Trump threatened to impose a 25% tariff on all imports from the country on day one of his presidency. Even so, given Mexico’s... 29th November 2024 · 7 mins read
China Chart Pack China Chart Pack (Nov. 24) The economy has already regained some momentum on the back of increased policy support. But this tailwind is unlikely to be sustained beyond a couple of quarters. And US tariffs will soon hurt China’s... 29th November 2024 · 0 mins read
Europe Economics Weekly Growth, inflation and fiscal policy Data released this week suggest that the euro-zone economy is struggling and that price pressures in the services sector are easing. Meanwhile, the European Commission published its assessment of... 29th November 2024 · 9 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 2024) The weak run of activity data out of Emerging Europe continued over the past month and, while the region is more insulated from Trump’s tariff threats than some other EMs, the risks to our already... 28th November 2024 · 1 min read
Middle East & North Africa Economics Weekly Israel-Hezbollah ceasefire, Saudi budget, OPEC+ The Israel-Hezbollah ceasefire agreed this week may present a stepping stone towards broader de-escalation of the regional conflict. But the economic spillovers for Egypt and Jordan are likely to... 28th November 2024 · 6 mins read
Europe Economics Update Don’t expect a big fiscal stimulus in Germany It now seems increasingly likely that, as we had been expecting, Germany will loosen its strict fiscal rule after the upcoming general election. However, hopes of a big fiscal stimulus are likely to... 28th November 2024 · 4 mins read
UK Economics Update Pledge not to raise taxes may not survive contact with reality The Chancellor, Rachel Reeves, has confidently claimed that she will not be “coming back with more taxes”, but developments since the Budget have already whittled away her fiscal ‘headroom’. Further... 28th November 2024 · 5 mins read
Latin America Economics Update Brazil: fiscal missteps add to upside risks to Selic rate The fiscal tightening measures announced by Brazil’s finance minister late yesterday failed to live up to expectations and reinforce the idea that political commitment to stabilising the public... 28th November 2024 · 3 mins read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Nov. 24) Our Middle East & North Africa Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Headline GDP growth in the Gulf economies will strengthen in 2025 as... 27th November 2024 · 1 min read
Latin America Chart Pack Latin America Chart Pack (November 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Currencies across Latin American have held up relatively well in the wake of the... 25th November 2024 · 1 min read
Emerging Europe Rapid Response Romania Presidential Election (First Round) The surprise lead for an independent far-right candidate, Călin Georgescu, in the first round of Romania’s presidential election raises the risk of an abrupt shift towards more populist policymaking... 25th November 2024 · 2 mins read
