Emerging Europe Rapid Response Manufacturing PMIs (Sep.) The manufacturing PMIs increased across most of Emerging Europe last month, but remained consistent with weak industrial activity in Poland and Czechia. In Russia, the further rise in the prices... 2nd October 2023 · 2 mins read
Asia Economics Update Manufacturing PMIs, Korean trade, Indonesia CPI The PMIs for September suggest that manufacturing activity across Emerging Asia remained weak last month. Worryingly, the PMIs point to a further rise in price pressures across the region, with the... 2nd October 2023 · 2 mins read
China Rapid Response PMIs (Sep.) The PMI surveys suggest another month of stable economic activity in September. A continued acceleration in construction activity appears to have offset a further softening in services activity... 2nd October 2023 · 4 mins read
US Economic Outlook Fed to cut rates as core inflation normalises We expect GDP growth to slow from 2.1% this year to only 0.8% in 2024, with the economy still likely to experience a near recession around the end of this year. Core inflation will continue to fall... 29th September 2023 · 16 mins read
Africa Chart Pack Africa Chart Pack (Sep. 2023) Our Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth across Sub-Saharan Africa is likely to pick up over the coming quarters, but a... 29th September 2023 · 1 min read
US Economics Weekly Revisions leave economic landscape unchanged The comprehensive revisions to the GDP data did not make a significant change to the macroeconomic story, with the real economy still 6.1% larger than in the fourth quarter of 2019 and the discrepancy... 29th September 2023 · 8 mins read
Europe Economics Weekly Bond market sell-off highlights fiscal risks The increase in euro-zone bond yields earlier this week seems to have been mostly a function of shifting global sentiment rather than a response to news from Europe itself. But it is a reminder that... 29th September 2023 · 8 mins read
UK Economics Weekly Pressure on the pound to persist We think the markets are wrong to expect the Fed to keep interest rates at their peak for almost as long as the Bank of England. If so, then the recent downward pressure on the pound from the decline... 29th September 2023 · 5 mins read
India Economics Weekly Coal India strike raises risk of power outages Next week's three-day strike by workers at Coal India in dispute over wages raises the risk of power outages across the country, given that coal stocks are already at their lowest level this year... 29th September 2023 · 5 mins read
UK Economics Rapid Response UK GDP (Q2 2023 Final) The final Q2 2023 GDP data release shows that the economy was a bit more resilient in the first half of this year than we previously thought. But other indicators suggest this is now fading. We still... 29th September 2023 · 3 mins read
Australia & New Zealand Economics Weekly RBA to tighten policy as upside risks dominate Data released this week have been a mixed bag, which means that the RBA's policy decision next week will once again come down to the wire. With job vacancies falling and household cash flows starting... 29th September 2023 · 7 mins read
Japan Rapid Response Japan Industrial Production, Retail Sales & Labour Market (Aug. 23) 29th September 2023 · 2 mins read
Latin America Economics Update What’s behind Brazil’s recent economic resilience? The drivers of Brazil’s recent period of rapid growth seem to be the subject of a heated debate at the central bank – and policymakers’ conclusions will play a big role in determining the pace and... 28th September 2023 · 4 mins read
Middle East & North Africa Economics Weekly Egypt election, Dubai debts, CE Spotlight The confirmation that Egypt’s presidential election has been moved forward to December is likely to keep the policy shift toward economic orthodoxy on pause for the time being. Our best guess now is... 28th September 2023 · 6 mins read
Emerging Europe Economic Outlook Recoveries across CEE, but Russia and Turkey to slow Russia and Turkey have outperformed the rest of the region this year amid support from loose policy, but both economies look set for a slowdown in 2024 while recoveries take shape across Central and... 28th September 2023 · 3 mins read
