Japan Rapid Response Japan Retail Sales & Industrial Production (Oct. 23) 29th November 2023 · 2 mins read
China Chart Pack China Chart Pack (Nov. 2023) China’s economy is making headway again after stalling during the summer. A step up in policy support looks set to deliver a modest cyclical recovery but trend growth remains under pressure. 28th November 2023 · 1 min read
Australia & New Zealand Rapid Response Australia Retail Sales (Oct. 23) 28th November 2023 · 2 mins read
Emerging Europe Economics Weekly Turkey’s hiking cycle, Poland’s consumer recovery Turkey's central bank delivered another large 500bp interest rate hike this week but it also signalled that its tightening cycle was very close to an end. While the local elections in March may be... 24th November 2023 · 8 mins read
India Chart Pack India Chart Pack (Nov. 2023) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy continues to show resilience this year and annual GDP growth is likely to come in... 23rd November 2023 · 1 min read
US Economics Update What explains the resilience of consumption? We are doubtful that the recent strength of consumption is because real incomes are being understated, as some have suggested. It is more likely that so-called “excess savings” were previously... 20th November 2023 · 5 mins 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
UK Economics Rapid Response UK Retail Sales (Oct. 2023) The 0.3% m/m fall in retail sales volumes in October means that after contracting by 1.0% q/q (which was downwardly revised from -0.8% q/q) in Q3, retail activity remained weak at the start of Q4... 17th November 2023 · 3 mins read
Middle East & North Africa Economics Update Saudi Arabia: recession nearing an end The latest Saudi GDP data paint a downbeat picture in which the recession has deepened amid oil output cuts. But the good news is that the recession looks to be coming to an end. And we think the... 15th November 2023 · 4 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
Europe Chart Pack Europe Chart Pack (Nov. 2023) The ECB’s recent decision to leave interest rates on hold, and its associated communications, confirm that its tightening cycle is now almost certainly over. But despite inflation having fallen... 8th November 2023 · 1 min read
Europe Rapid Response Euro-zone Retail Sales (Sep. 2023) Euro-zone retail sales fell in September and, in our view, will remain weak in the coming months as the economy falls into recession. 8th November 2023 · 2 mins read