Australia & New Zealand Rapid Response Australia Retail Sales (Jan. 24) 29th February 2024 · 3 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Jan. 24) 28th February 2024 · 2 mins read
Global Economics Update What’s behind US economic exceptionalism? Larger government stimulus during the pandemic and a higher propensity to run down “excess savings” have contributed to particularly strong growth in the US. On the other hand, a significant terms of... 27th February 2024 · 4 mins read
Canada Rapid Response Canada Retail Sales (Dec. 2024) The strong rise in December means that retail sales volumes rose by close to 5% annualised last quarter, supporting the preliminary estimate that GDP growth turned positive again. With sales volumes... 22nd February 2024 · 2 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Feb. 2024) 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 remain in “wait... 22nd February 2024 · 1 min read
US Chart Pack US Chart Pack (Feb. 2024) The economy continues to appear impervious to higher interest rates and, although we expect growth to slow over the first half of this year, that slowdown is likely to be modest. But we don’t expect... 21st February 2024 · 1 min read
Japan Chart Pack Japan Chart Pack (Feb. 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. GDP has fallen for two consecutive quarters but we don’t think the economy is in recession and... 20th February 2024 · 1 min read
UK Economics Rapid Response UK Retail Sales (Jan. 2024) The 3.4% m/m rebound in retail sales volumes in January will put an end to the retail recession and perhaps even to the wider economy recession in Q1. The strong pick up in sales suggests the worst is... 16th February 2024 · 2 mins read
Japan Economics Weekly Weak activity won’t forestall BoJ tightening plans While Japan's GDP contracted for the second consecutive quarter, other data overwhelmingly point to the economy holding up rather than falling into recession. And while the third consecutive fall in... 16th February 2024 · 5 mins read
US Rapid Response Retail Sales (Jan.) The 0.8% m/m fall in retail sales in January might partly reflect the unwinding of a previous weather-related distortion, but should temper recent suggestions of an economic resurgence. We continue to... 15th February 2024 · 2 mins read
Australia & New Zealand Economics Weekly Next move is still down for Antipodean central banks Although the RBA refused to rule out additional interest rate increases at its meeting this week, we suspect a cooling economy will obviate the need for further policy tightening. That said, in... 9th February 2024 · 5 mins read
Australia & New Zealand Rapid Response Australia Monthly Household Spending Indicator (Dec. 23) 9th February 2024 · 2 mins read
Japan Economics Weekly Consumers should be feeling a little brighter in 2024 The upcoming GDP data are likely to confirm that Japanese consumers had a dismal 2023, with spending falling for most of the year. Healthy increases in nominal wages and lower inflation should put... 8th February 2024 · 5 mins read
Middle East & North Africa Economics Update Saudi Arabia: downturn over, but a slow recovery in 2024 Saudi Arabia’s economy contracted by 0.9% over the course of 2023 on the back of the Kingdom’s oil output cuts. But the recession ended in Q4 and we think that a gradual recovery will ensue over 2024... 7th February 2024 · 3 mins read
China Chart Pack China Chart Pack (Jan. 2024) China’s economy has regained some strength recently. We expect this to continue over the coming months, on the back of support from fiscal policy and a further pick-up in household spending. But with... 31st January 2024 · 1 min read
