Latin America Data Response Mexico GDP (Q4 Prov.) The 0.4% q/q rise in Mexican GDP in Q4 suggests that the economy held up better than its Latin American peers towards the end of last year. But even so, the economy in the midst of a slowdown, which... 31st January 2023 · 2 mins read
Europe Data Response Euro-zone GDP (Q4) The small increase in euro-zone GDP in Q4 was better than we feared a few months ago but the economy excluding Ireland still flat-lined. As the data deteriorated towards the end of the quarter and... 31st January 2023 · 2 mins read
Middle East & North Africa Rapid Response Saudi Arabia GDP (Q4 2022, Flash Estimate) The flash estimate for Saudi Arabia’s economy showed GDP expanded by a solid 1.5% q/q in Q4, but year-on-year growth continued to soften and we expect this slowdown to continue into the early part of... 31st January 2023 · 2 mins read
Emerging Europe Data Response Czech GDP (Q4 2022) The 0.3% q/q contraction in Czech GDP in Q4 confirmed that the economy was in recession over the second half of last year. The outlook for the economy has brightened a bit in recent months as natural... 31st January 2023 · 2 mins read
China Data Response Official PMIs (Jan.) The official PMIs add to evidence of a rapid rebound in economic activity this month as disruption from the reopening wave faded. More shoppers returned to the street boosting services activity while... 31st January 2023 · 3 mins read
Japan Data Response Japan Labour Market & Activity (Dec. 2022) The unemployment rate stayed unchanged in December, but labour market conditions are beginning to betray signs of loosening. Similarly, the strong rebound in retail sales is likely to give way to... 31st January 2023 · 4 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Dec. 2022) 31st January 2023 · 2 mins read
Latin America Chart Pack Region set for a slowdown despite China’s re-opening The outlook for Latin America has turned more positive at the start of the year as China has shifted away from its zero-Covid policy and commodity prices have rallied. But this comes against a... 30th January 2023 · 14 mins read
China Chart Pack Consumers reopen their wallets The Lunar New Year holiday wasn’t quite back to normal this year as fears of spreading COVID to elderly relatives prevented many households from returning to their hometowns – long-distance journeys... 30th January 2023 · 13 mins read
Asia Chart Pack Currency rebound provides welcome relief to policymakers Asian currencies have continued to rebound against the US dollar over the past month, and most are now up by around 5-15% against the greenback since early November. Optimism around China’s reopening... 30th January 2023 · 15 mins read
Europe Data Response EC Survey (Jan.) The improvement in economic sentiment in January is consistent with the picture painted by other surveys. But the high level of firms’ selling price expectations shows that the ECB’s work is far from... 30th January 2023 · 2 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Jan.) Economic sentiment in Central and Eastern Europe picked up again in most countries in January and our regional-weighted measure hit a four-month high. We still think that GDP in most countries will... 30th January 2023 · 2 mins read
Europe Data Response German GDP (Q4 2022) The fall in German GDP in Q4 shows that the energy crisis started to dent activity at the end of last year. This pours cold water on the recent optimism about the prospects for the euro-zone and... 30th January 2023 · 3 mins read
