Emerging Europe Rapid Response

Manufacturing PMIs (Nov.)

The manufacturing PMIs in Central and Eastern Europe rose in November suggesting that industrial sectors in the region are turning a corner, while Russia’s PMI remained near multi-year highs. That...

1st December 2023 · 2 mins read

Europe Rapid Response

Swiss GDP (Q3.)

The 0.3% q/q increase in GDP was better than the consensus and our own forecasts (consensus: 0.1%; CE: 0.0%) but there was a downward revision to Q2 data from 0.0% to -0.1%. The main driver of growth...

1st December 2023 · 1 min read

India Rapid Response

Manufacturing PMI (Nov.)

The manufacturing PMI survey for November suggests that activity continues to remain strong in Q4. The economy is on course to grow by 7.0% this year, a pick up from 6.7% last year.

1st December 2023 · 2 mins read

Asia Economics Update

Manufacturing PMIs & Korean trade(November)

The November PMIs for Emerging Asia generally nudged up a touch but remained weak overall. The outlook for manufacturing sector in the region remains bleak in the near term as elevated inventory...

1st December 2023 · 2 mins read

Canada Chart Pack

Canada Chart Pack (Nov. 23)

GDP contracted in the third quarter and there are downside risks to the outlook. As house prices are falling again, household debt is elevated and high interest rates are still feeding through, the...

30th November 2023 · 1 min read

Global Economics Update

Key risks for 2024

In this Global Economics Update, we describe eight of the biggest risks to our economic forecasts for 2024. The unusual nature of this cycle and uncertainties surrounding the transmission of monetary...

30th November 2023 · 6 mins read

Canada Rapid Response

Canada GDP (Q3 & Sep.)

On the face of it, the upward revision to second-quarter GDP growth combined with the preliminary estimate of a strong monthly gain in October suggests that the surprisingly large fall in third...

30th November 2023 · 3 mins read

India Rapid Response

GDP (Q3)

The RBI had stated that the GDP data for Q3 (Q2 of FY23/24) would “surprise everyone on the upside” and, even despite that spoiler, the data came in much stronger than expectations. While economic...

30th November 2023 · 2 mins read

Emerging Europe Rapid Response

Poland Consumer Prices (Nov. Flash Estimate) & GDP (Q3)

The small fall in Polish inflation to 6.5% y/y in November is likely to mark the start of a slower phase for the disinflation process over the coming months. Against this backdrop, we think the...

30th November 2023 · 2 mins read

Emerging Europe Rapid Response

Turkey GDP (Q3 2023)

The sharp slowdown in Turkish GDP growth to 0.3% q/q in Q3, together with more timely figures for Q4, suggest that the economy is rebalancing in response to the policy tightening this year. With the...

30th November 2023 · 2 mins read

China Rapid Response

PMIs (Nov.)

Taken at face value, the PMIs suggest that the economy made some headway in November. However, they still point to a marked slowdown in recent months. That may not be the case in practice – the hard...

30th November 2023 · 4 mins read

Australia & New Zealand Rapid Response

Australia Private New Capital Expenditure (Q3 2023)

30th November 2023 · 2 mins read

Japan Rapid Response

Japan Retail Sales & Industrial Production (Oct. 23)

30th November 2023 · 2 mins read

Emerging Europe Rapid Response

Russia Activity Data (Oct.)

Russia’s economy looks to have started Q4 on fairly solid footing and we think GDP growth of 3.0-3.3% this year is now highly likely. Support from loose fiscal policy and a strong labour market should...

29th November 2023 · 2 mins read

Emerging Europe Rapid Response

Economic Sentiment Indicators (Nov.)

The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) generally rose in November, and suggest that activity in the region has continued to recover in Q4...

29th November 2023 · 2 mins read