India Chart Pack India Chart Pack (Apr. 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India has been the star performer among major EMs over the past several quarters and the latest data... 24th April 2024 · 1 min read
Middle East & North Africa Economics Update UAE set to be top of the class again in 2024 The UAE’s economy outperformed the other Gulf economies in 2023 and we think that this outperformance will continue this year. 23rd April 2024 · 4 mins read
Capital Daily Geopolitics might not thwart a recovery in bank shares All nine constituents of the S&P 500 diversified banks index have now released their earnings reports for Q1. While the performance of their shares has typically been underwhelming of late, in some... 19th April 2024 · 5 mins read
Is the future brighter for US banks? Higher Treasury yields, a resilient US economy, and relatively low valuations are three reasons why we now think that the future for US banks in general is a bit brighter. 19th April 2024 · 6 mins read
UK Housing Market Update Credit Conditions Survey (Q1 2024) Demand for mortgage credit jumped in Q1 in response to the drop in mortgage rates over the second half of 2023. But a rise in financial market interest rates this week, due to higher-than-expected... 11th April 2024 · 3 mins read
UK Economics Update The drag on credit from higher rates continues to fade The Bank of England’s Q1 Credit Conditions Survey provides further evidence that the drag on activity from high interest rates is starting to fade. Looser credit conditions will soon aid the economic... 11th April 2024 · 2 mins read
UK Economics Chart Pack UK Economics Chart Pack (Apr. 2024) The bigger-than-expected fall in CPI inflation in February was the second in as many months, and together with the Bank of England’s clearer hints that it is getting close to cutting interest rates... 9th April 2024 · 1 min read
Europe Economics Update Bank Lending Survey points to continued weak activity The Q1 ECB Bank Lending Survey suggests that the drag on lending growth from tight monetary policy continued to ease. But the data remain consistent with broadly stagnant consumption and declines in... 9th April 2024 · 2 mins read
UK Economics Weekly Upturn in money growth tallies with stronger activity Whether you’re a monetarist or not, it’s hard to ignore that the surge and plunge in the money supply preceded the surge and plunge in inflation. An imminent rebound in the money supply supports the... 5th April 2024 · 7 mins read
Asia Economics Update Vietnam: Central bank to cut rates further to boost growth Vietnam’s banks are likely to remain cautious this year and both credit and GDP growth are likely to come in below trend. The central bank will have to cut rates further to stimulate demand. 4th April 2024 · 4 mins read
Middle East & North Africa Economics Update Saudi Arabia's non-oil economy to drive the recovery After a very weak 2023, Saudi Arabia’s economy should see a modest recovery this year as the Kingdom’s non-oil economy sustains its strong momentum and more than offsets the drag from the extended oil... 3rd April 2024 · 4 mins read
UK Economics Rapid Response UK Money & Credit (Feb. 2024) February’s money and credit figures show the dip in mortgage rates at the start of the year boosted mortgage approvals to a 17-month high. This is unlikely to continue in the near term. But if we’re... 2nd April 2024 · 3 mins read
Japan Economics Update Banks set to become major holders of JGBs yet again Once the Bank of Japan starts to reduce its huge holdings of Japanese Government Bonds (JGBs) in earnest, we think that commercial banks will once again become major holders of JGBs. Insurance firms... 2nd April 2024 · 2 mins read
