Emerging Europe Chart Pack Emerging Europe Chart Pack (Nov. 23) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Russia and Turkey had a strong first half to the year, but large policy tightening is... 23rd November 2023 · 1 min read
Europe Rapid Response Euro-zone Flash PMIs (November 2023) Despite the rise in the euro-zone Composite PMI in November, it remained consistent with the economy contracting 0.2% in Q4. Meanwhile, the breakdown provides further evidence that the labour market... 23rd November 2023 · 2 mins read
UK Economics Rapid Response UK S&P Global/CPIS Flash PMIs (Nov. 2023) The rise in the flash composite activity PMI, from 48.7 in October to 50.1 in November, is still consistent with a mild contraction in real GDP. However, activity isn’t weak enough to reduce... 23rd November 2023 · 3 mins read
Emerging Europe Rapid Response Poland Activity Data (Oct.) The batch of Polish activity data for October provide clearer signs that the economy has turned a corner and that a recovery is taking hold, driven by consumer spending. We expect this to continue... 22nd November 2023 · 2 mins read
Asia Economics Update Singapore: strong growth unlikely to be sustained Economic growth in Singapore rebounded strongly in the third quarter of the year, but we don’t expect this strength to last. A combination of weaker global demand and high interest rates will cause... 22nd November 2023 · 3 mins read
Event Drop-In: The global economy in 2024 – Key themes/core risks 1701763200 A team of our senior economists recently held a special online briefing all about the key economic themes which will shape 2024.
Latin America Chart Pack Latin America Chart Pack (November 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 21st November 2023 · 1 min read
US Chart Pack US Chart Pack (Nov. 23) The economy’s third-quarter strength was not the start of a renewed acceleration and we continue to expect GDP growth to weaken. Regardless, resilient economic growth has not prevented a continued... 21st November 2023 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (November 2023) EM GDP has proven stronger than expected this year, but we think growth will weaken in the coming months and come in below consensus in 2024. Despite recent upside surprises, inflation has resumed its... 21st November 2023 · 0 mins read
Africa Economics Update South Africa: drag from loadshedding set to ease The intensification of loadshedding has brought growth in South Africa’s economy to a halt this year, but there appears (finally) to be some light at the end of the tunnel. Repairs to existing power... 20th November 2023 · 6 mins read
Latin America Rapid Response Chile GDP (Q3 2023) The 0.3% q/q expansion in Chile’s GDP in Q3 suggests that the recovery is beginning to take hold. We continue to expect above-consensus GDP growth in 2024-25. 20th November 2023 · 2 mins read
Latin America Economics Update Argentina: Milei’s win brings shock therapy onto the table Javier Milei’s victory in the final round of Argentina’s presidential election yesterday will bring about a major shift in economic policymaking. We suspect that some of his more radical proposals –... 20th November 2023 · 4 mins read
Asia Economics Update Thailand: steady growth ahead Economic growth in Thailand picked up in the third quarter of the year and we expect the economy to record steady, if unspectacular growth over the coming quarters, helped by looser fiscal policy and... 20th November 2023 · 2 mins read
China Activity Monitor CAP: Growth softened at the start of Q4 Our China Activity Proxy (CAP) shows that the economy was still making headway last month, though it appears to have lost some steam. Downside risks continue to linger, particularly in the property... 20th November 2023 · 3 mins read
Latin America Economics Weekly Argentina’s final presidential vote, Pemex woes The final round of Argentina’s presidential election between Javier Milei and Sergio Massa on Sunday offers starkly different paths for the economy – shock therapy or more of the current government’s... 17th November 2023 · 6 mins read
