Asia Economics Weekly Three key calls, Vietnam playing catch up We published our latest Emerging Asia Economic Outlook earlier this week, containing new forecasts for GDP, inflation and monetary policy. In this Weekly, we outline three key non-consensus calls from... 28th October 2022 · 7 mins read
Nordic & Swiss Economics Weekly Slower growth, strong labour markets Data published this week showed that Sweden's economy performed better than expected in Q3, but the timelier surveys point to a contraction in Q4. Next week, the Norges Bank's rate decision will be a... 28th October 2022 · 6 mins read
China Economics Weekly Infrastructure push only a stopgap solution A jump in infrastructure investment can take much of the credit for the better-than-expected Q3 GDP figures. We think fiscal stimulus will result in a further ramp-up in spending next year. But China... 28th October 2022 · 7 mins read
Emerging Europe Data Response Economic Sentiment Indicators (Oct.) The EC’s Economic Sentiment Indicators for Central and Eastern Europe were a mixed bag in October, but the big picture is that sentiment in most countries is very depressed which supports our view... 28th October 2022 · 3 mins read
Europe Data Response EC Survey (October) The further fall in the European Commission’s economic sentiment indicator in October adds to the evidence that the euro-zone economy is contracting. But the labour market still looks tight and firms’... 28th October 2022 · 2 mins read
Asia Data Response Taiwan GDP (Q3) Taiwan’s economy returned to growth in Q3, after the Omicron-induced slump in the second quarter, but we expect growth to weaken considerably over the coming quarters as exports struggle and the... 28th October 2022 · 2 mins read
Europe Data Response German GDP (Q3 2022) The unexpected resilience of Germany’s economy in Q3, with GDP rising 0.3% q/q, has probably only postponed the recession which we now expect to begin in the fourth quarter. Business surveys show that... 28th October 2022 · 2 mins read
Emerging Markets Economic Outlook Mounting headwinds set stage for sluggish growth EM GDP growth has slowed sharply this year and is likely to remain sluggish in 2023 and 2024 as weak external demand and tight financial conditions take their toll. Having started hiking rates much... 27th October 2022 · 2 mins read
US Data Response GDP (Q3) & Durable Goods (Sep.) The 2.6% annualised rebound in third-quarter GDP looks impressive, but it was entirely due to a 2.8%-point boost from net external trade. Final sales to private domestic purchasers, a better measure... 27th October 2022 · 2 mins read
Event Global Drop-In: Recession looms as tightening bites 1667919600 Our Global Economics team held a 20-minute online briefing on the outlook for the global economy and policy on Tuesday, 8th November.
Event EM Drop-In: How will EM economies and markets fare in the global downturn? 1667487600 Economists from our Emerging Markets and Markets teams discussed the outlook for EM financial markets in this regular dive into the big stories in EMs.
Event Egypt Drop-In: Will Cairo's reform announcements seal an IMF deal? 1666864800 The Egyptian government announced steps to tackle its economic crisis, including a shift to a more flexible exchange rate regime and accompanying interest rate hikes -- but will it be enough?
Asia Data Response Korea GDP (Q3) GDP growth in Korea slowed sharply in the third quarter of the year, and we think the economy will remain weak over the coming quarters as higher interest rates and weaker export demand weigh on... 27th October 2022 · 2 mins read
