Emerging Markets Economics Update

What to expect from the BRICS+ summit

The BRICS+ summit in Russia next week is likely to see another push on expansion, mainly to close allies of China and Russia. But limited economic benefits for potential new members, divisions among...

15th October 2024 · 6 mins read

Asia Economics Update

Indonesia under President Prabowo

Having stormed to victory in February’s presidential election, Prabowo Subianto, a former army general and the current defence minister, will take over from Joko Widodo on Sunday (20 th October)...

15th October 2024 · 3 mins read

India Economics Update

Modi resisting populist shift

Contrary to many expectations in the aftermath of the BJP’s humbling in the general election, there is little evidence so far of Prime Minister Modi’s party shifting to more populist policymaking. And...

15th October 2024 · 3 mins read

Latin America Economics Weekly

Sheinbaum’s first two weeks in office, Banxico minutes

President Claudia Sheinbaum's first two weeks in office suggest that she will seek to maintain Mexico’s close geopolitical alignment with the US. But on the domestic front, there have been more...

11th October 2024 · 6 mins read

Event

Drop-In: US election preview – Trump vs Harris and macro/markets consequences

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There’s less than a month to go until Election Day and polling suggests this is going to be a nail-biter.

Event

Drop-In: US election preview – Trump vs Harris and macro/markets consequences

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There’s just two weeks to go until Election Day and polling suggests this is going to be a nail-biter.

India Economics Weekly

RBI shifts stance, FTSE Russell, state election results

The shift in the RBI's official policy stance, alongside the announcement of India's inclusion in the FTSE Russell EM bond index and state election results that should ease fiscal risks, has...

11th October 2024 · 5 mins read

Middle East & North Africa Economics Weekly

Tunisia election, UAE budget, Saudi King’s health

Incumbent Kais Saied won Tunisia's election in an (unsurprising) landslide and his second term will probably see the economy remain on the path towards a messy balance of payments crisis and sovereign...

10th October 2024 · 8 mins read

US Commercial Property Update

What could a Trump win mean for commercial real estate?

On the back of client questions, we have put together this short primer on the potential impact of a second Trump term on commercial real estate markets, both in the US and elsewhere. The key takeaway...

7th October 2024 · 4 mins read

Emerging Europe Economics Weekly

Israel’s economy under pressure amid latest escalation

Israel’s economy has frequently bounced back from conflict throughout its history, but developments over the past week have raised the risk of permanent scarring to the economy from the ongoing...

4th October 2024 · 8 mins read

Commodities Weekly

Risks to oil supply take centre stage

With all eyes on the extent and focus of Israel’s retaliation against Iran, the risk premium is going to dominate near-term proceedings in the oil market; depending on how things pan out, prices could...

4th October 2024 · 4 mins read

Event

UK Drop-In: Budget reaction – Rachel Reeves’ statement and the UK economic and market consequences

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After months of speculation, investors will find out how the UK Chancellor plans to balance tax, spending and investment decisions as the new government tries to

Japan Economics Weekly

Government won’t prevent further rate hikes

The Q3 Tankan was strong across the board and strengthens the case for another rate hike. While the political noise coming out of Tokyo suggests that the BoJ will keep policy unchanged at its meeting...

4th October 2024 · 5 mins read

Commodities Chart Pack

Commodities Chart Pack (Oct. 2024)

It’s too soon to say whether the Iranian missile strikes on Israel are the start of a conflict that will eventually result in oil supply being affected or if oil prices will drop back as the...

3rd October 2024 · 1 min read

Middle East & North Africa Economics Weekly

War escalates; all eyes on Israel

Global headlines this week have been dominated by the escalating conflict in the Middle East and attention is now focussed on Israel and the scale and nature of its response to Iran’s retaliatory...

3rd October 2024 · 8 mins read