UK Economics Rapid Response UK Retail Sales (Jan. 2025) The leap in retail sales volumes in January shows that the retail sector shot out of the blocks at the start of the year. But some of that strength will have come at the expense of weakness in other... 21st February 2025 · 3 mins read
Japan Rapid Response Japan Flash PMIs (February 25) The further rebound in the composite PMI in February coupled with the persistent strength in manufacturing output prices suggests that the Bank of Japan won’t wait long before hiking rates again 21st February 2025 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Feb. 2025) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Talks between the US and Russia have raised expectation about an end to the war in Ukraine... 20th February 2025 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (February 2025) EM GDP growth picked up in the second half of 2024 but faces headwinds this year from tight policy at home and challenges abroad. Our growth forecasts generally sit below the consensus. Monetary... 20th February 2025 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (Feb. 2025) The latest data suggest that, outside China, the world economy lost a bit of momentum heading into 2025. Around the turn of the year, manufacturing output kept treading water, retail sales weakened in... 20th February 2025 · 1 min read
Europe Economics Update Germany: what to expect on election night and beyond Germany’s next government looks set to cut taxes and, if the parliamentary maths allow, reform the constitutional fiscal rule. It is also likely to be firmer in its support for Ukraine even as support... 20th February 2025 · 7 mins read
Event Drop-In: Trump, Putin, the Ukraine war and the European defence question 1740063600 Donald Trump has sent shockwaves through European corridors of power with his moves to re-engage with Vladimir Putin, his efforts to end the war in Ukraine, and his threats to
Asia Economics Focus Korea: 1% GDP growth to prompt further rate cuts We expect Korea’s economy to grow by just 1.0% this year, with the political crisis and the downturn in the property sector set to weigh heavily on demand. Our forecast is well below both the... 19th February 2025 · 11 mins read
Africa Economics Update SA: economy likely to have rebounded in late-2024 South Africa’s hard activity data for December were generally disappointing but it’s still likely that the economy rebounded in Q4 of last year following a surprise contraction in Q3. We expect the... 19th February 2025 · 3 mins read
Emerging Europe Rapid Response US-Russia talks don’t signal near-term end to the war The decision by the US and Russia to “lay the groundwork” to end the war in Ukraine marks a potentially significant turning point after three years of conflict. Negotiations will take time and the... 18th February 2025 · 2 mins read
Event Global Drop-In: Long Run Outlook – The global economic order post-Trump 1741705200 Imagine a world after Donald Trump. The returned president’s rapidly unfolding policy agenda will have bearing on the US and global economies in the near-term.
US Chart Pack US Chart Pack (Feb. 2025) The economy continues to do well with GDP growing strongly and employment growth solid. We are concerned, however, that the Trump administration’s policies will weigh on GDP growth over the course of... 18th February 2025 · 1 min read
India Economics Update India’s digital economy going from strength to strength Five years on from start of the pandemic, one of the big economic legacies in India is the adoption of digital payments, driven by mobile apps and the Unified Payments Interface. This increased... 18th February 2025 · 3 mins read
Latin America Economics Update Colombia: another year of soft growth lies in store Colombia’s economy strengthened at the end of last year, with GDP expanding at its fastest pace in more than two years. But the combination of tight fiscal and monetary policy, alongside lower oil... 18th February 2025 · 2 mins read
Europe Economics Update Key questions on Europe’s defence spending European governments are poised to further scale up their plans for defence spending in the coming years which should benefit the equity prices of European defence companies, but the boost to GDP is... 17th February 2025 · 5 mins read
Latin America Chart Pack Latin America Chart Pack (Feb. 2025) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Some major Latin American economies are among the most exposed to the steel and... 17th February 2025 · 1 min read
