Latin America Economics Update Lat Am markets suffer more than most in latest EM sell-off Markets in Latin America have been hit particularly hard in the latest EM sell-off. A combination of factors has been responsible, including falling commodity prices and a renewed focus on the likely... 30th September 2014 · 1 min read
Emerging Europe Chart Pack Currency sell-off highlights divisions in rate outlook The sharp sell-off in the Russian ruble and Turkish lira this month couldn’t have come at a worse time for policymakers. Growth is sluggish in both countries, but high inflation and concerns about... 30th September 2014 · 1 min read
Emerging Markets Activity Monitor GDP Trackers suggest EM growth slowing once again Our GDP Tracker suggests that EM growth has slowed once again in recent months. The latest slowdown has been concentrated in Latin America and Emerging Europe, but there are some signs that growth has... 30th September 2014 · 1 min read
UK Data Response National Accounts & Balance of Payments (Q2) The significant revisions to the UK’s national accounts have not changed the fundamental picture that the economy’s performance since the recession began in 2008 has been very weak by historical and... 30th September 2014 · 1 min read
Japan Data Response Small Business Confidence (Sep.) The stagnation in small business confidence in September provides yet another indication that Japan's economic recovery remains sluggish. 30th September 2014 · 1 min read
China Economics Update Protests overshadow equity opening in Hong Kong October’s launch of the Shanghai-Hong Kong Stock Connect scheme has been eagerly awaited since it was announced earlier in the year. Now it risks being overshadowed by political unrest that raises... 30th September 2014 · 1 min read
Japan Data Response Retail Sales, Industrial Production & Unemployment (Aug.) Today's data are unlikely to dispel concerns about the pace of recovery from last quarter's slump. 30th September 2014 · 1 min read
China Economics Update What next for Hong Kong? With thousands of pro-democracy protestors blockading the streets of Hong Kong’s main business district, the territory’s political crisis is showing no sign of dying down. The economy, which is... 29th September 2014 · 1 min read
Africa Chart Pack South Africa comes back into the firing line The South African rand has come under pressure this month as renewed attention on monetary tightening in the US has put the country’s large current account deficit back into the spotlight. The latest... 29th September 2014 · 1 min read
Emerging Europe Economics Update Russian economy to remain near-stagnant in 2015 The impact of Western sanctions, a slowdown in the previously resilient consumer sector and, perhaps most importantly, increasingly statist policymaking have led us to revise down our forecasts for... 29th September 2014 · 1 min read
UK Economics Weekly Take fiscal pledges with a pinch of salt With the party conference season in full swing, attention has turned from the Scottish referendum to the main parties’ plans for fiscal policy in the next parliament. But while their new pledges may... 26th September 2014 · 1 min read
Latin America Chart Pack Growth concerns come to the fore The past month has seen renewed concerns about the growth outlook for much of Latin America. GDP in the region grew by just 1.1% y/y in Q2 and the available data so far point to a similar pace of... 26th September 2014 · 1 min read
Latin America Economics Update Brazil debt risks: private sector still poses the greatest threat Some commentators have argued that the deterioration in Brazil’s public finances in recent years has raised the risk of a fiscal crisis during the next presidential term, which runs from 2015 to 2019... 26th September 2014 · 1 min read
China Economics Update Would policy change under a new PBOC governor? People’s Bank Governor Zhou Xiaochuan is once again rumoured to be on the verge of being replaced. We are sceptical of suggestions that Mr Zhou has lost out in a power struggle. A new governor might... 25th September 2014 · 1 min read
Middle East & North Africa Chart Pack Egypt's economic recovery gathers pace Having suffered following last summer’s “second revolution”, the Egyptian economy is finally starting to gather steam. Activity has been buoyed by recent political stability and the government’s Gulf... 25th September 2014 · 1 min read
Nordic & Swiss Economics Focus Finland set to lag behind Nordic neighbours Finland’s dismal post-crisis economic performance is at odds with the ongoing recoveries of its Nordic neighbours. Although these countries share many characteristics, Finland’s economic decline has... 25th September 2014 · 1 min read
