Latin America Chart Pack Difficult end to a dismal year Recoveries in Latin America are under threat from a fresh rise in new COVID-19 cases, particularly in Brazil, Mexico and Chile. Policymakers in all three countries have tightened restrictions which... 16th December 2020 · 14 mins read
Emerging Markets Economics Chart Pack Next year’s vaccine boost to vary across countries The race to secure and approve COVID-19 vaccines is in full swing and, while roll-out will generally be slower in EMs than in DMs, immunisation of vulnerable populations over the next year or so is a... 10th December 2020 · 11 mins read
Asia Chart Pack Rate-cutting cycle not over yet National accounts data published over the past month or so confirm that many economies experienced record-breaking rebounds in GDP in the third quarter. However, there are significant variations... 30th November 2020 · 13 mins read
Africa Chart Pack “Vaccine boost” faces hurdles Encouraging news about highly effective coronavirus vaccine trials has brightened Sub-Saharan Africa’s economic outlook. However, the region is facing higher barriers compared to many other parts of... 27th November 2020 · 12 mins read
Latin America Chart Pack Not all doom and gloom for Latin America The positive news on the efficacy of COVID-19 vaccines offers hope for the region’s economy. As things stand, Chile and, to a lesser extent, Mexico look well placed to benefit given their sizeable pre... 25th November 2020 · 14 mins read
Middle East & North Africa Chart Pack Vaccine developments brighten the economic outlook The positive news on COVID-19 vaccines in recent weeks has helped to lift the near-term outlook for the Middle East and North Africa. For the Gulf countries, oil prices have picked up with Brent crude... 24th November 2020 · 14 mins read
Emerging Markets Economics Chart Pack Monetary policy to remain loose despite vaccines This month’s positive vaccine news has dramatically improved the near term global economic outlook, but it doesn’t fundamentally alter our dovish view on EM monetary policy. Many EMs have only small... 20th November 2020 · 11 mins read
US Chart Pack Election and virus cloud the near-term outlook After rebounding by 30% annualised in the third quarter, we expect a more modest 4.5% gain in GDP in the fourth. But recent data suggest the risks to that forecast could lie to the upside, with... 22nd October 2020 · 9 mins read
Global Economics Chart Pack Second waves weighing on consumer recovery While retail sales have rebounded rapidly and are now above pre-virus levels in most major DMs, overall consumer spending has failed to reach the levels seen at the end of last year. That is largely... 12th October 2020 · 14 mins read
Global Economics Chart Pack Global recovery has entered a slower phase Economic activity rose sharply in most economies as lockdowns eased during May and June. But, outside China, GDP is still some way below pre-COVID levels and there are signs that renewed virus fears... 11th September 2020 · 15 mins read
Global Economics Chart Pack Consumer recovery wavers amid virus fears GDP data for Q2 revealed sharp declines in activity in all major economies except China, driven primarily by slumps in consumer spending. Retail sales data for May and June pointed to an encouragingly... 13th August 2020 · 15 mins read
Capital Daily Lira risks remain to the downside While a limited policy response may create some breathing space, risks to the Turkish lira remain significant and we would not be surprised if it fell further over the coming weeks. 11th August 2020 · 6 mins read