Africa Rapid Response South Africa Activity Data (Nov.) November’s activity data for South Africa show that while economic headwinds are easing, growth is still very soft. Still, less electricity outages and restrictive fiscal policy should allow for a... 18th January 2024 · 2 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Jan. 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... 18th January 2024 · 1 min read
India Chart Pack India Chart Pack (Jan. 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India’s economy has grown at a healthy clip over recent quarters and, with the help of government... 17th January 2024 · 1 min read
US Rapid Response Industrial Production (Dec.) The muted rise in manufacturing output in December shows that the sector continues to struggle, even as consumption growth remains strong. 17th January 2024 · 1 min read
China Rapid Response GDP (Q4) & Activity (Dec.) China’s economy lost momentum in Q4 according to the official GDP figures. But we suspect that’s because they failed to acknowledge the full extent of the weakness earlier in the year. 17th January 2024 · 2 mins read
Japan Chart Pack Japan Chart Pack (Jan. 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. We expect GDP growth to slow to a crawl this year, weighed down by weak consumption growth and... 17th January 2024 · 1 min read
Middle East & North Africa Economics Update Revisiting Dubai’s GRE debts We have long highlighted the risk in Dubai’s corporate sector and the large debts that government-related entities (GREs) have accrued. This Update provides our latest estimates of these debts. The... 16th January 2024 · 6 mins read
Canada Economics Update Surveys show inflation expectations are still too high The Bank of Canada’s quarterly business and consumer surveys continue to flash warning signs about the outlook for the economy and labour market. The normalisation of inflation expectations remains... 15th January 2024 · 3 mins read
Africa Economics Weekly South Africa IRP, Transnet cash, World Bank optimism South Africa presented its draft energy plan, which brought bad news to those concerned about loadshedding and the commitment to reducing greenhouse gas emissions. Meanwhile, the country’s finance... 12th January 2024 · 6 mins read
Europe Economics Focus Household consumption will remain weak this year Household consumption in the euro-zone looks set for another bad year. We think that it will be broadly flat in the first half of 2024, keeping overall GDP growth close to zero for the next few... 12th January 2024 · 10 mins read
China Economics Weekly Stronger data ahead as PBOC continues to ease The Q4 GDP data due on Wednesday are likely to confirm what we’ve been saying for some time – that the economy was regaining momentum at the end of 2023 thanks to policy support. That recovery is... 12th January 2024 · 7 mins read
UK Economics Rapid Response UK GDP (Nov. 2023) The 0.3% m/m rebound in real GDP in November (consensus and CE forecast 0.2%) increases the chances that the economy escaped a recession in 2023. And with rates for new mortgages now falling and lower... 12th January 2024 · 3 mins read
India Economics Weekly Air pollution threat, FDI outlook, CPI data Air quality levels in India have been the worst on record in recent weeks and the country's reliance on coal suggests that this will remain an economic headwind for a long time to come. That doesn't... 12th January 2024 · 4 mins read
Australia & New Zealand Rapid Response Australia Monthly Household Spending Indicator (Nov. 23) 12th January 2024 · 2 mins read
