Emerging Europe Chart Pack Early signs of a Q3 pick-up The latest data suggest that, following a strong Q2, growth in Emerging Europe as a whole picked up further in Q3. Activity figures from Poland improved in July and August and the early signs are that... 20th September 2017 · 1 min read
Middle East & North Africa Data Response Saudi Arabia Consumer Prices (Aug.) Saudi inflation remained in negative territory in August but with the government gearing up for a fresh round of subsidy cuts as well as the introduction of a new value-added tax, inflation is likely... 20th September 2017 · 1 min read
China Chart Pack Property market set to cool further Some have pointed to a rise in home sales and housing starts growth in August as evidence that China’s property sector is holding up well despite the government’s curbs. But while the property sector... 19th September 2017 · 1 min read
Latin America Economics Update First thoughts on Argentina’s draft 2018 budget The sizeable fiscal squeeze unveiled in Argentina’s draft 2018 budget is a step in the right direction, but it would only reverse this year’s loosening of fiscal policy ahead of October’s legislative... 18th September 2017 · 1 min read
India Economics Focus Which states are set to shine? There are vast differences in the economic prospects of India’s 36 states and union territories. The three richest large states – Maharashtra, Tamil Nadu and Gujarat – should continue to drive growth... 13th September 2017 · 1 min read
Global Economics Chart Pack World economy resilient despite geopolitical tensions The recent escalation of tensions between the US and North Korea has caused the Vix “fear gauge” to reach its highest level this year, but it remains a long way below the levels it reached during many... 6th September 2017 · 1 min read
Middle East & North Africa Economics Update Egypt’s fiscal progress falls short of IMF goals Egypt’s budget deficit has narrowed sharply over the past year and the high public debt-to-GDP ratio should start to fall back soon. However, the authorities have already missed some of the fiscal... 6th September 2017 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Aug.) Euro-zone peripheral economies largely continued to improve their budget positions in July, with Ireland once again making the most progress. Portugal too is faring reasonably well. But Greece’s and... 1st September 2017 · 1 min read
Frontier Markets Wrap Politics centre stage In a quiet month for economic news across frontier markets, politics has provided a regular stream of headlines. Investors were buoyed by results from Argentina’s primary elections which showed that... 31st August 2017 · 1 min read
US Economics Update Debt ceiling negotiations about to enter crucial stage Congress should act to raise the debt ceiling by mid-October, but a short shutdown looks inevitable. Moreover, the tensions between the White House and the various Republican factions in Congress make... 28th August 2017 · 1 min read
Africa Chart Pack Africa: Politics grabs headlines as key economies strengthen Attention this month focused on unfolding political dramas in Africa’s key economies. The president of South Africa narrowly saw off another no-confidence vote, Kenya’s president was re-elected in a... 24th August 2017 · 1 min read
Latin America Economic Outlook Recovery to strengthen over coming year After a torrid couple of years, the economies of Latin America have turned a corner and we expect growth to strengthen over the rest of 2017 and into 2018. Inflation has fallen in most countries and... 23rd August 2017 · 1 min read
Emerging Markets Economics Chart Pack Most EM central banks in easing mode Despite the focus in advanced economies on the timing of monetary policy tightening, the majority of EMs remain in easing mode. More EM central banks cut their policy interest rates than raised them... 22nd August 2017 · 1 min read
UK Data Response Public Finances (Jul.) July’s public finances brought some cheer for the Chancellor after the run of fairly poor outturns seen so far this fiscal year. But this will probably prove to be just a temporary blip, rather than... 22nd August 2017 · 1 min read
India Chart Pack Bank lending to remain weak The Reserve Bank of India cut its policy rate by 25bp earlier this month, and subsequently called upon commercial banks to pass on the cut to borrowers. But the move is likely to have a negligible... 22nd August 2017 · 1 min read
US Economics Weekly Productivity growth likely to remain muted The recent pick-up in productivity growth is at least partly due to tighter conditions in the labour market, with the dwindling pool of the unemployed forcing firms to invest in additional... 11th August 2017 · 1 min read
