Europe Economics Update Parliamentary majority will aid Macron’s reform efforts Emmanuel Macron’s party, La République En Marche, looks set to win a parliamentary majority in elections that kick off this Sunday, diminishing fears of political paralysis. But the path to reform... 6th June 2017 · 1 min read
Middle East & North Africa Economics Update Economic fallout from Qatar diplomatic spat likely to be limited The recent spat between Qatar and regional powers has escalated over the past 24 hours, but there are good reasons to think that the impact on these economies and global energy markets will be limited... 5th June 2017 · 1 min read
UK Economics Update Brexit Watch: Election Special With less than a week to go until the General Election on 8th June, the polls have continued to narrow and the outcome is less certain than it seemed a few weeks ago. In this special edition of Brexit... 2nd June 2017 · 1 min read
UK Economics Weekly Markets bank on comfortable Conservative win Despite the recent narrowing in the opinion polls, markets still seem to be banking on a sizeable Conservative majority in Thursday’s General Election. Any different outcome could therefore have a... 2nd June 2017 · 1 min read
UK Economics Focus Election 2017 Preview With major differences between the main parties both on Brexit and the stance and mix of fiscal policy, the outcome of the general election on June 8th could have a rather greater impact on the... 1st June 2017 · 1 min read
India Economics Focus What next for the Modi government? During his three years in office, Prime Minister Modi has taken a more incremental approach to economic policymaking than many had hoped for. This is likely to set the tone for the coming years. Small... 1st June 2017 · 1 min read
Japan Data Response Capital Expenditure (Q1) Today’s capital spending figures suggest that business investment was fractionally stronger last quarter than initially reported. However, we expect next week’s revised GDP figures to confirm the... 1st June 2017 · 1 min read
India Economics Update Can the export recovery continue? The recovery in India’s exports over the past few months is due in large part (and somewhat surprisingly) to a rise in global oil prices as well as the strength of the rupee, which has boosted... 31st May 2017 · 1 min read
Japan Data Response Small Business Confidence (May) Small business confidence was little changed in May and points to continued gains in industrial output. But despite rising labour shortages, price pressures remain subdued. 31st May 2017 · 1 min read
Japan Data Response Industrial Production (Apr.) Even though firms are projecting a renewed fall in May and June, the jump in industrial production in April bodes well for GDP growth in the second quarter. 31st May 2017 · 1 min read
Africa Chart Pack Africa: Zuma, health concerns put politics centre stage Events over the past month have raised questions about the positions of the presidents of Sub-Saharan Africa’s three largest economies. Nigeria’s President Muhammadu Buhari missed a key speech... 30th May 2017 · 1 min read
UK Economics Update Brexit Watch: Tightening in polls heightens risks The significant narrowing in the Conservatives’ poll lead over Labour has raised the risk of a more fractious Brexit. Meanwhile, comments from the ECB saw the debate over the extent to which UK... 26th May 2017 · 1 min read
Latin America Chart Pack Politics takes centre stage (again) The economic data from Latin America have continued to improve over the past month, but this has been overshadowed by developments on the political front. The scandal that has engulfed Brazil’s... 25th May 2017 · 1 min read
Middle East & North Africa Economics Update Dubai: notes from the ground We were in Dubai last week for meetings with clients and local contacts. In this Update, we summarise three key takeaways from our visit. 24th May 2017 · 1 min read
India Chart Pack Another obstacle cleared on road to GST The consensus reached between India’s national and state governments on how different products will be dealt with under the Goods and Services Tax (GST) marks another important step towards its... 23rd May 2017 · 1 min read
Japan Data Response Flash Manufacturing PMI (May) The rather sharp fall in the manufacturing PMI in May suggests that the economic recovery may now be slowing again. Meanwhile, price pressures remain subdued. 23rd May 2017 · 1 min read
