Europe Rapid Response Euro-zone Industrial Production (May 2024) Industrial production in the euro-zone fell again in May and we think the outlook remains poor. 15th July 2024 · 2 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Jul 2024) The latest data indicate that capacity pressures have continued to ease, a trend that should continue over the coming quarters. However, it will be a while before policymakers can be confident that... 15th July 2024 · 1 min read
China Rapid Response China GDP (Q2) & Activity (Jun. 2024) Weaker-than-expected official GDP figures show that China’s economy lost momentum in Q2. But we doubt this marks the beginning of a renewed downturn just yet – a step up in fiscal stimulus and... 15th July 2024 · 2 mins read
UK Economics Weekly Spain versus England: An economics match-up If the economic outlook translated to success on the football pitch, faster GDP growth and lower interest rates may mean Spain has the edge over England to win the men’s Euros on Sunday night. We're... 12th July 2024 · 8 mins read
Europe Economics Update High migration to support strong GDP growth in Spain We think Spain’s economy will grow strongly over the next few years, substantially outperforming the euro-zone. This is partly due to strong domestic demand which has been supported by the rapid... 12th July 2024 · 4 mins read
Asia Economics Weekly Korea: assessing the impact of the strike at Samsung Even if the strike by workers at Samsung Electronics is brought to an end soon, it has served to highlight once again the inflexibility of Korea’s labour market and the poor state of industrial... 12th July 2024 · 7 mins read
Asia Rapid Response Singapore Q2 GDP (advance estimate) GDP growth in Singapore remained below trend during the second quarter and we expect this to persist in the near term as the cooling labour market, elevated interest rates and weak global growth... 12th July 2024 · 2 mins read
Middle East & North Africa Economics Update Saudi non-oil activity cooling Saudi Arabia’s GDP growth is likely to pick up, and markedly so in 2025. But that will be driven by rising oil output. We think that activity in the non-oil economy will slow. Indeed, there are signs... 11th July 2024 · 4 mins read
UK Economics Rapid Response UK GDP (May 2024) The stronger-than-expected 0.4% m/m rise in GDP in May (consensus forecast 0.2%, CE forecast 0.3%) will be welcomed by the new Chancellor after announcing earlier this week that she will make... 11th July 2024 · 3 mins read
UK Economics Focus The economic priorities for the new government It is not inevitable that the economic malaise of the past 20-30 years will continue over the next decade. Some of the cyclical forces that have lowered the UK’s economic growth rate will fade and new... 10th July 2024 · 15 mins read
Asia Economics Update AI and friendshoring boosting (some) Asian exporters Exports from Taiwan, Korea and Vietnam have surged over the past 18 months, thanks to strong demand for AI-related products and friendshoring. In contrast, shipments from the rest of the region have... 10th July 2024 · 3 mins read
Europe Chart Pack Europe Chart Pack (Jul. 2024) The latest data suggest that the recovery in euro-zone activity will continue – notwithstanding the uncertainty created by France’s snap election. The euro-zone labour market is tight, with... 9th July 2024 · 1 min read
Canada Economics Weekly Weakness boosts odds of another rate cut There was little to be encouraged by this week, with labour market conditions continuing to soften, the business surveys weak and the real estate board data pointing to a risk of renewed falls in... 5th July 2024 · 4 mins read
Latin America Economics Weekly Chile slows, Colombia rates, Milei’s second reform stage The softer-than-expected activity data out of Chile this week add to the evidence that the economy lost momentum in Q2, which poses a downside risk to our growth forecast this year. Elsewhere... 5th July 2024 · 8 mins read
