Japan Rapid Response Japan Industrial Production & Retail Sales (Jul. 22) 31st August 2022 · 2 mins read
Japan Data Response Retail Sales & Industrial Production (July 22) Industrial production rose at a solid pace in July whereas most of the rise in retail sales values reflected soaring prices. While the manufacturing sector should bounce back this quarter, services... 31st August 2022 · 2 mins read
Latin America Chart Pack Political risks back in the spotlight The region faces a busy political calendar. Chileans head to the polls on Sunday to vote on a new constitution which would usher in sweeping changes to the country’s current economic model. While the... 30th August 2022 · 12 mins read
Europe Data Response Germany Flash Inflation (August) Germany’s inflation rate resumed its upward trend in August. We expect it to be around, or above, 10% in October after the temporary measures which have suppressed prices since June are withdrawn and... 30th August 2022 · 2 mins read
Europe Data Response EC Survey (Aug.) The further decline in the EC Economic Sentiment Indicator in August echoes the message from the other business surveys that the euro-zone economy is on the verge of recession as sky-high energy... 30th August 2022 · 2 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Aug.) The EC’s Economic Sentiment Indicators for Central and Eastern Europe for August continued the trend in recent months of very weak data releases for the region and point to a sharp slowdown in GDP... 30th August 2022 · 3 mins read
Japan Economics Update Terms of trade shocks will hold back recovery Japan is facing its largest terms of trade shock since the second oil crisis in the early-1980s. While we don’t expect Japan to follow other advanced economies into recession, we’re slashing our 2023... 30th August 2022 · 3 mins read
RBA Watch RBA to hike rates to 3.60% by early-2023 With the unemployment rate falling to fresh lows and consumer spending remaining resilient, another 50bp hike at the upcoming meeting of the Reserve Bank of Australia on 6 th September is all but... 30th August 2022 · 8 mins read
Australia & New Zealand Data Response Retail Sales (Jul. 2022) Not only did retail sales rise for the seventh consecutive month in July, the strong size of the increase strongly suggests that the Reserve Bank of Australia will hike rates by another 50bp next... 29th August 2022 · 3 mins read
US Economics Weekly With inflation outlook improving, pivot is still on In a hawkish Jackson Hole speech, Fed Chair Jerome Powell argued that “restoring price stability will likely require maintaining a restrictive policy stance for some time. The historical record... 26th August 2022 · 6 mins read
India Chart Pack Economy holding up amid policy tightening GDP data for Q2 (Q1 of FY22/23) due next week should show that the economy grew at a robust pace last quarter despite the onset of monetary policy tightening. And more timely indicators suggest that... 26th August 2022 · 9 mins read
Canada Economics Weekly Firms’ selling price expectations at 10-month low There was some better news from the CFIB Business Barometer and new home sales data this week, although both still point to weak economic growth. Meanwhile, the fall in firms’ selling price... 26th August 2022 · 5 mins read
Africa Economics Weekly Angola’s elections, SA price pressures, Ethiopia’s debt President João Lourenço is on course to secure another term following this week’s elections in Angola. With the political backdrop little changed, we think that the economy will revert to its low... 26th August 2022 · 6 mins read
UK Economics Weekly Government needs to step up to prevent deep recession The possibility of even bigger increases in the Ofgem utility price cap early next year means that the economy is facing down the barrel of a fairly deep recession. The depth of the recession... 26th August 2022 · 5 mins read
Emerging Europe Economics Weekly Europe’s gas crisis deepens, CBRT financial repression? The latest surge in European wholesale gas and electricity prices has pushed governments to step up policy support to households and shore up energy supplies ahead of winter. Many economies are... 26th August 2022 · 9 mins read
