US Chart Pack US Chart Pack (Nov. 23) The economy’s third-quarter strength was not the start of a renewed acceleration and we continue to expect GDP growth to weaken. Regardless, resilient economic growth has not prevented a continued... 21st November 2023 · 1 min read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Nov. 2023) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. We believe that central banks in both Australia and New Zealand are done... 17th November 2023 · 1 min read
Middle East & North Africa Economics Weekly Saudi’s Civil Code, Saudi solar & nuclear, Egypt-Israel gas Saudi Arabia’s new Civil Code should help to remove some of the uncertainty in commercial law and marks another step on the path to raising foreign investment. Meanwhile, a new raft of solar projects... 16th November 2023 · 7 mins read
UK Economics Weekly Impact of higher rates spreading beyond housing Whether or not Q3 marked the start of a recession, the recent resilience of the economy appears to be fading as the drag from higher interest rates grows. The weakness in the housing market has... 10th November 2023 · 8 mins read
US Economics Update Business investment to stagnate Business investment had so far been resilient to higher interest rates, but growth stalled in the third quarter and there are three reasons why we think that’s a sign of things to come. 8th November 2023 · 3 mins read
Emerging Markets Economics Update Why has FDI into emerging economies slumped? There has been a broad-based fall in foreign direct investment flows into the emerging world that, outside China, is mostly the result of a slowdown in global growth. FDI flows should stabilise over... 1st November 2023 · 4 mins read
Australia & New Zealand Economics Weekly Stakes rise for RBA’s November policy decision With inflation surprising on the upside and the labour market running out of spare capacity, the case for the RBA to tighten policy has never been more compelling. Although RBA Governor Michele... 27th October 2023 · 8 mins read
India Chart Pack India Chart Pack (Oct. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy appears still to be holding up well in the second half of the year. And although... 18th October 2023 · 1 min read
Europe Economics Update Raising our long-run ECB interest rate forecast We have recently published detailed analysis arguing that equilibrium interest rates in advanced economies are now higher than they were before the pandemic, and that they will continue to rise over... 17th October 2023 · 3 mins read
Global Economics Focus Chapter 2: How will the savings/investment balance affect r*? Why savings and investment incentives will become better aligned in the next decade than over the past 20 years, causing r* to rise. 17th October 2023 · 0 mins read
India Economics Weekly Investment growth shows signs of softening Investment growth held up well in the first half of the year but there are signs that it is entering a softer patch. Meanwhile, despite the encouraging inflation data from September, the RBI is... 13th October 2023 · 3 mins read
China Economics Update Industry no offset for slump in property credit demand An increase in lending to other parts of China’s economy has provided a counter-balance to the slump in credit demand that was triggered by the property crisis, but still only a partial one. 12th October 2023 · 4 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Oct. 2023) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. Central banks in both Australia and New Zealand are likely to retain their... 10th October 2023 · 1 min read
Latin America Economics Focus Brazil: rate cuts won’t prevent a sharp slowdown Brazil’s monetary easing cycle will probably lead to higher spending in interest rate sensitive areas such as furniture and appliances, autos and construction materials. But that won’t be enough to... 3rd October 2023 · 14 mins read
