Middle East & North Africa Chart Pack Inflation pressures easing across the MENA region The past month has brought further evidence that inflation is slowing across the MENA region. In Saudi Arabia, inflation now stands at its lowest rate in more than eight years, while price pressures... 26th February 2015 · 1 min read
Emerging Europe Chart Pack Russian consumers feel the squeeze The latest data have given mixed signals on the performance of Emerging Europe’s economies. The encouraging news is that growth in much of Central Europe (particularly Poland and Hungary) seems to be... 25th February 2015 · 1 min read
Latin America Chart Pack Latin America has turned a corner, but recovery is uneven Growth in Latin America appears to have picked up in recent months. Our proprietary GDP Tracker suggests that the region’s economy expanded by about 1.5% y/y in the fourth quarter of last year, having... 25th February 2015 · 1 min read
Global Markets Update Investors shrug off risks from Greece Despite the resurgent risk of a Greek exit from the euro-zone, investors have so far remained relatively relaxed about the possible effect on emerging markets. Admittedly, there were further net... 25th February 2015 · 1 min read
Japan Economics Update Should we be worried about the negative saving rate? We are not too worried about evidence suggesting that Japanese households now have a negative saving rate. Thanks to a shrinking fiscal deficit and high corporate saving, Japan remains a net lender to... 25th February 2015 · 1 min read
Europe Economics Update Cyprus bailout suspension maintains exit risk Struggles to implement a foreclosures bill and the associated suspension of the Cypriot bailout highlight that exit risks are not confined to Greece. Admittedly, the risk of a near-term “Cyxit” is... 24th February 2015 · 1 min read
UK Economics Update Is the FTSE 100 still a bellwether for the UK economy? The FTSE 100’s close above its previous all-time high will no doubt be heralded as another milestone in the UK’s economic recovery. But the reality is that the index has underperformed many other... 24th February 2015 · 1 min read
Japan Economics Update What’s behind the slowdown in Japanese FDI into China? The slowdown in Japanese FDI into China is not reflective of a general pullback in overseas investment by Japanese firms but is instead linked, we think, to political tensions between the two... 24th February 2015 · 1 min read
Europe Economics Update Greek concessions leave deal on shaky ground In this Update , we analyse the latest agreement between Greece and the Eurogroup to assess how much ground the two sides have won on the key issues. It is clear that Greece has made huge concessions... 23rd February 2015 · 1 min read
Europe Economics Weekly More on the rising risk and effects of a Grexit The risk of a Grexit has risen further still this week with the positions of the Eurogroup and the Greek Government seeming to be as far apart as ever. Even if a deal is cobbled together at the latest... 20th February 2015 · 1 min read
Global Economics Update Risk of “Grexit” casts a shadow over global growth prospects Preliminary business surveys published today suggest that activity has picked up a bit in the euro-zone and remained solid in the US. However, the Greek crisis poses a growing threat to the outlook. 20th February 2015 · 1 min read
Emerging Markets Economics Update “Grexit” and what it might mean for EMs The impact on EMs of a Greek exit from the euro-zone would depend on the extent to which policymakers in Europe were able to limit the wider financial fallout. A “managed” exit would create... 20th February 2015 · 1 min read
Global Economics Update What would be the global fallout if Greece left the euro? If Greece is forced out of the single currency there would clearly be major political and economic implications for the euro-zone itself, and we suspect there would initially be turmoil in global... 19th February 2015 · 1 min read
Latin America Economics Update Counting the cost of the Petrobras scandal It’s difficult to be precise, but we think the direct impact of the corruption scandal at Petrobras, including the effects of reduced investment by the company and others that have been implicated... 19th February 2015 · 1 min read
Europe Economics Update French structural reform efforts welcome but insufficient The French Government’s decision yesterday to force its reform package through the lower house of Parliament showed a welcome political commitment to implement growth-boosting measures. But the bill... 18th February 2015 · 1 min read
Europe Economics Update What hope of a Greek deal now? As negotiations over Greece’s bailout stalled last night, the two sides seemed as far apart as ever. A deal still seems possible, but it might require a time-consuming Greek referendum. And in the... 17th February 2015 · 1 min read
