Canada Economics Weekly Canada Weekly: Prices, population and politics The stronger-than-expected rebound in inflation in February and sharp rise in firms’ selling price expectations this month complicates things for the Bank of Canada in its attempts to combat inflation... 21st March 2025 · 5 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Turkey fallout, Polish rate outlook The arrest of a leading opposition politician in Turkey on Wednesday has triggered a major sell-off in the country’s stock market and currency – which has continued today – and serves as a stark... 21st March 2025 · 7 mins read
Asia Economics Weekly Korea: dovish central bank as political turmoil continues The Bank of Korea’s latest minutes highlight growing concern over the economy. Given the deteriorating outlook, we expect the BoK to cut rates by a further 75bps this year, a more dovish stance than... 21st March 2025 · 5 mins read
India Economics Update Is India turning less protectionist? India has long had a relatively protectionist trade policy but, driven in part by the reciprocal tariff threat from the US, there appears to be a slight shift in approach from policymakers. Import... 20th March 2025 · 5 mins read
Emerging Markets Economics Update Turmoil in a few EMs not a sign of widespread risks The financial market sell-offs in Indonesia, Turkey and Colombia this week are, in part, a reflection of concerns about strained balance sheets. We think that vulnerabilities in some frontier markets... 20th March 2025 · 3 mins read
Emerging Europe Economics Focus Russia: sanctions relief and the economic implications The Trump administration’s efforts to end to the war in Ukraine has raised the prospect of sanctions relief for Russia. This Focus outlines the main sanctions currently in place and the macroeconomic... 20th March 2025 · 24 mins read
Capital Daily What to make of the sell-off in Turkey’s markets News that Turkey’s main opposition leader has been arrested today raises concerns over a potential return to unorthodox economic policy in Turkey. While the risks to our relatively upbeat view on... 19th March 2025 · 4 mins read
Emerging Europe Rapid Response Turkish lira plunges The sharp drop in the Turkish lira on the news that the main opposition leader, Ekrem İmamoğlu, has been arrested will complicate the central bank’s task of bringing inflation down and raises big... 19th March 2025 · 2 mins read
Asia Economics Update Indonesia: equity plunge underscores policy concerns The sharp fall in Indonesia’s stock market today seems to reflect growing worries about the direction of fiscal policy and the state’s role in the economy under President Prabowo Subianto, which could... 18th March 2025 · 3 mins read
Canada Economics Weekly Canada Weekly: Tariffs cause headache for the Bank of Canada Although the Bank of Canada acknowledged the downside risks to the economy from US tariffs this week, its accompanying communications suggest that it is cautious about loosening policy much further. 14th March 2025 · 7 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Ukraine ceasefire talks, Romania’s political risks The US proposal for a 30-day ceasefire in Ukraine has been met with a mixed response in Russia, with President Putin saying that he “supports the idea” but that it needs “serious reworking”. Achieving... 14th March 2025 · 7 mins read
Asia Economics Weekly Duterte in the dock, Korea’s welcome workforce shift The arrest of former President Rodrigo Duterte by the ICC will not have any direct economic consequences, but it shines a light on the deepening political instability in the Philippines, particularly... 14th March 2025 · 6 mins read
Latin America Economics Update Brazil’s smaller primary deficit won’t solve fiscal woes The vote on Brazil’s 2025 budget (likely next week) will put renewed attention on whether the primary deficit will be kept low enough to comply with the government’s fiscal rules. But the key point is... 13th March 2025 · 3 mins read
Latin America Economics Focus Mapping China’s presence in Latin America China’s presence in Latin America is increasingly seen as a strategic threat by the US. This Focus uses interactive charts to map out economic, financial and institutional linkages between China and... 19th March 2025 · 3 mins read
Global Economics Focus Will defence spending turbocharge economic growth? The rise in defence spending that looks likely in many countries over the next few years will boost demand and output, albeit by less than the headline-grabbing figures might suggest. Meanwhile... 13th March 2025 · 22 mins read
Emerging Markets Economics Update A fresh look at the “turnaround EMs” The policy turnarounds that have continued in Argentina, Egypt, Nigeria and Turkey have led to a sharp reduction in sovereign risk premia but have had mixed success in restoring macroeconomic... 12th March 2025 · 6 mins read
