Australia & New Zealand Rapid Response Australia Private Capex Survey (Q2 2023) We don’t think the ongoing strength in private fixed investment will last. However, the balance of risks to our outlook for activity is now tilted somewhat to the upside. 31st August 2023 · 2 mins read
Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 23) 31st August 2023 · 2 mins read
Emerging Europe Rapid Response Russia Activity Data (Jul.) The latest activity data for Russia for July suggest that retail sales maintained solid momentum while industry has come off the boil in recent months. We think that the economy as a whole will record... 30th August 2023 · 2 mins read
US Rapid Response GDP (Q2), ADP (Aug.), Advance Economic Indicators (Jul.) 30th August 2023 · 2 mins read
Asia Chart Pack Emerging Asia Chart Pack (Aug. 2023) Our Emerging Asia Pack has been updated with the latest data and our analysis of recent developments. GDP growth looks set to remain weak over the coming quarters, as tight monetary policy at home and... 30th August 2023 · 1 min read
Emerging Europe Rapid Response Economic Sentiment Indicators (Aug.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in August and suggest that the region may be on the road to recovery. What’s more, firms’... 30th August 2023 · 2 mins read
Europe Rapid Response EC Survey (August) The decline in the euro-zone’s Economic Sentiment Indicator (ESI) in August leaves it consistent on past form with GDP stagnating at best in Q3. And while the survey suggests that hiring intentions... 30th August 2023 · 2 mins read
Europe Economics Update Money and credit data show effects of tighter policy The effects of tighter monetary policy are very clear in the latest money and credit data, reinforcing our view that the euro-zone economy will perform worse than most analysts expect in the coming... 29th August 2023 · 3 mins read
China Activity Monitor CAP: Treading water Our China Activity Proxy (CAP) suggests that China’s economy regained some ground in July, following a contraction in June. But the big picture is that output has levelled off recently and that the... 29th August 2023 · 3 mins read
Australia & New Zealand Rapid Response Australia Retail Sales (Jul.) We don’t believe that the healthy uptick in retail sales in July represents a second wind for the Australian consumer. Accordingly, we’re sticking with our view that the RBA’s tightening cycle is at... 28th August 2023 · 2 mins read
US Economics Weekly Fed not yet joining markets’ hawkish shift After a relatively cautious speech at Jackson Hole from Fed Chair Jerome Powell and data this week which cast doubt on the idea of an economic resurgence, we still aren’t convinced that the rise in... 25th August 2023 · 7 mins read
Canada Economics Weekly Wildfires weighing on growth The worst Canadian wildfires on record appear to be behind much of the recent weakness in GDP and, with more areas now under evacuation orders, the data are likely to remain weak in the coming months. 25th August 2023 · 6 mins read
Africa Rapid Response Nigeria GDP (Q2) Nigeria’s economic growth picked up to 2.5% y/y in Q2 as the damaging effects of a botched demonetisation process continued to fade, but this was partly offset by a larger drag from the oil sector... 25th August 2023 · 2 mins read
India Economics Weekly Moon landing, BRICS expanding, GDP withstanding Headlines in India this week have been dominated by the successful Chandrayaan-3 mission to the south pole of the moon. Second to that was the BRICS summit, which concluded with an announcement that... 25th August 2023 · 6 mins read
Canada Chart Pack Canada Chart Pack (Aug. 2023) Our Canada Chart Pack has been updated with the latest data and our analysis of recent developments. Strong immigration and the turnaround in the housing market raise the chance that the economy will... 25th August 2023 · 1 min read
Europe Economics Weekly Germany struggling but “sick man” is overdoing it Worries that Germany is becoming the “sick man of Europe” have resurfaced over the past few weeks. While we think the German economy is heading back into recession this seems too alarmist. In many... 25th August 2023 · 10 mins read
