Emerging Markets Economic Outlook In the footsteps of the Fed? The recent run of poor data from around the emerging world is likely to set the tone for the rest of this year. Brazil’s struggles look set to continue, Russia is likely to slip deeper into recession... 2nd April 2015 · 1 min read
Europe Economics Update Euro-zone Fiscal Monitor (Mar.) Recently published data show that Spain, Portugal and France made headway in reducing their general government deficits in 2014. But progress among the peripheral countries at the start of 2015 has... 2nd April 2015 · 1 min read
Europe Economics Update Time is quickly running out for Greece Greece is running out of time to produce a list of reforms that will satisfy its creditors and secure the additional bail-out payment it requires to meet its near-term financial obligations. But even... 31st March 2015 · 1 min read
China Economics Focus Outlook for China has actually brightened The recent news on China's economy has been generally downbeat. But less attention has been paid to some encouraging structural shifts which mean that the risks of a slump in growth have diminished... 27th March 2015 · 1 min read
Africa Chart Pack Nigerian politics take centre stage All eyes are focused on Nigeria’s election on 28th March, which will almost certainly spark a brief period of political violence when (as seems likely) the losing candidate refuses to accept the... 26th March 2015 · 1 min read
Emerging Europe Chart Pack Central Europe shaping up well at the start of 2015 Despite concerns about deflation, a recession in Russia and sluggishness in the euro-zone, the latest data out of Central Europe have been surprisingly robust. Industrial production growth has... 25th March 2015 · 1 min read
Middle East & North Africa Chart Pack Saudi Arabia refuses to budge Even though oil prices continue to languish at around $55pb, there is still no sign that Saudi Arabia will give in to pressure from other OPEC members to cut oil output. Oil Minister, Ali al-Naimi... 25th March 2015 · 1 min read
India Chart Pack Policymakers aiming to support cyclical rebound The past month has shown that India's authorities are still leaning towards policy loosening to support a cyclical rebound in economic growth, despite the strength of the revised GDP data. For a start... 24th March 2015 · 1 min read
Europe Economics Update Portugal’s good news should be treated with caution A continued economic recovery and the Government’s early repayment of IMF loans have allowed Portugal to distance itself further from beleaguered Greece. But with debt still worryingly high and the... 23rd March 2015 · 1 min read
UK Economics Weekly Is there light at the end of the austerity tunnel? In a Budget devoid of significant pre-election giveaways or major revisions to the economic forecasts, the most important changes were to the spending plans. While the Chancellor stuck to his overall... 20th March 2015 · 1 min read
Europe Economics Weekly Greece still hanging by a thread While there have been few firm developments in the ongoing Greek crisis in recent weeks, the general news on the progress towards plugging the country’s short-term financing hole and finding a lasting... 20th March 2015 · 1 min read
UK Data Response Public Finances (Feb.) While the public finances have finally shown significant improvement in recent months, they have not lessened the need for a major re-intensification of the fiscal squeeze soon after the election. 20th March 2015 · 1 min read
UK Economics Update Big squeeze still lies ahead after election Whilst there were a few sweeteners for households in this year’s Budget, the boost to households’ incomes in the near term was meagre. Accordingly, it is strong consumer confidence, rising real wages... 19th March 2015 · 1 min read
UK Economics Focus Budget 2015: Sticking to his guns This was a budget designed to bolster the Government’s reputation for sound economic management and to make Labour’s plans for a looser fiscal stance look irresponsible. In 2015/16, the sum total of... 18th March 2015 · 1 min read
UK Housing Market Update Help to Buy ISA could slow housing market in short term The Help to Buy ISA has the potential to boost house prices over a two to six year horizon. But we expect it will dampen activity in the short term, as prospective buyers hold back to provide their... 18th March 2015 · 1 min read
Latin America Data Response Chile GDP & Current Account (Q4) GDP growth in Chile accelerated in both quarterly and annual terms in the final quarter of last year, driven by strong government spending and a sharp pick-up in investment. What’s more, the current... 18th March 2015 · 1 min read
