Africa Economics Weekly Gabon’s coup, South Africa Q2 GDP The military coup in Gabon this week, coming so shortly after a coup in Niger, has raised further concerns about political instability and institutional frailty in the region. But we’d be wary of... 1st September 2023 · 6 mins read
Canada Rapid Response Canada GDP (Q2) The surprise contraction in second-quarter GDP leaves little doubt that the Bank of Canada will keep interest rates unchanged next week. With the fall in monthly GDP in June and the apparent... 1st September 2023 · 3 mins read
Europe Economics Weekly Weaker economy, lower inflation Data released this week are consistent with our view that euro-zone core inflation has passed its peak and that the economy will contract in Q3. And July’s euro-zone retail sales and German industrial... 1st September 2023 · 9 mins read
Latin America Rapid Response Brazil GDP (Q2 2023) The much faster-than-expected Brazilian Q2 GDP growth figure of 0.9% q/q suggests that the economy is in stronger health than many – ourselves included – had thought. We think growth will be weaker... 1st September 2023 · 2 mins read
Asia Economics Weekly Weak data from Korea puts pressure on BoK This week’s data dump from Korea suggests the economy weakened at the start of Q3, increasing the chances that the BoK will cut interest rates soon. 1st September 2023 · 6 mins read
Africa Rapid Response South Africa Manufacturing PMI (Aug.) South Africa’s manufacturing PMI strengthened in August, reversing the declines seen in recent months as loadshedding became less intense. Even so, the survey still points to extremely weak growth in... 1st September 2023 · 2 mins read
Emerging Europe Rapid Response Manufacturing PMIs (Aug.) The manufacturing PMIs for August suggest that industrial sectors in Poland, Czechia and Turkey remained in the doldrums last month, but Russia’s PMI rose further and the prices balances provide... 1st September 2023 · 2 mins read
India Rapid Response Manufacturing PMI (Aug.) India’s manufacturing PMI is again defying gravity, recording one of its highest readings in the past 13 years in August. It’s clear that the economy has been very resilient in recent months but we’d... 1st September 2023 · 2 mins read
China Economics Weekly A major step-up in support Stimulus efforts are finally gaining momentum. Yesterday, regulators announced measures to support households and shore up the property sector, including looser downpayment requirements and reductions... 1st September 2023 · 6 mins read
Asia Economics Update Manufacturing PMIs & Korea Trade (August.) Manufacturing PMIs across most of Emerging Asia stood well inside contractionary territory in August. Weak foreign goods demand, elevated interest rates at home and bloated inventory levels suggest... 1st September 2023 · 2 mins read
India Rapid Response GDP (Q2) The GDP data for Q2 (Q1 of FY23/24) confirm a resilient first half of the year for India’s economy in the face of the RBI’s policy tightening. More timely data point to a slight cooling in growth but... 31st August 2023 · 2 mins read
Latin America Economics Update Colombia: investment set to remain weak Fixed investment has been the weak spot in Colombia’s strong post-pandemic recovery and it is likely to remain subdued over the next couple of years due to a combination of the fragile political... 31st August 2023 · 4 mins read
Global Economics Update Further weakness in store for world trade Not only did global goods trade fall in June, but timelier trade and survey data for July and August point to further declines. Meanwhile, with the lagged impact of high interest rates likely to weigh... 31st August 2023 · 4 mins read
China Chart Pack China Chart Pack (Aug. 2023) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China's reopening recovery has fizzled out and the economy is now at risk of a downward spiral. We... 31st August 2023 · 1 min read
Africa Chart Pack Africa Chart Pack (Aug. 2023) Our Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Sub-Saharan Africa is set to record its weakest growth (outside the pandemic) since 2016 this year... 31st August 2023 · 1 min read
