India Economics Weekly Debate over inflation target misses the point A longstanding debate in Indian policymaking circles over which measure of consumer price inflation - headline or core - the RBI should target has been reignited in recent weeks. But the more... 23rd August 2024 · 4 mins read
Australia & New Zealand Economics Weekly RBA will look past buoyant public demand We are resending this publication because we have adjusted our forecast for the monthly CPI indicator due next week. The minutes of the RBA's August meeting revealed that the Bank remains concerned... 23rd August 2024 · 4 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Aug. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. The Q2 GDP data out of Emerging Europe have generally disappointed to the downside, and... 22nd August 2024 · 1 min read
Global Economics Update PMIs hint at slower growth and inflation ahead The latest flash PMIs suggest that strong activity in the service sector has continued to support GDP growth in advanced economies in Q3, but that the outlook has worsened somewhat. Meanwhile... 22nd August 2024 · 3 mins read
Middle East & North Africa Economics Weekly Ceasefire latest, CBE governor stays on, PIF annual report The US government has pushed for a ceasefire agreement between Israel and Hamas this week, but an agreement seems some way off still. A deal would benefit Egypt, Jordan and Lebanon, whose economies... 22nd August 2024 · 6 mins read
Africa Economics Update Unpacking South Africa’s structural growth problem There’s growing optimism that South Africa’s economy is set for a period of faster growth under the Government of National Unity (GNU). And we think a combination of lower interest rates and higher... 22nd August 2024 · 4 mins read
Europe Rapid Response Euro-zone Flash PMIs (August 2024) The rise in the flash PMIs for August is not as good as it looks as it was largely due to a boost from the Paris Olympics and the survey still points to GDP growth slowing in Q3. With price pressures... 22nd August 2024 · 2 mins read
UK Economics Rapid Response UK S&P Global/CIPS Flash PMIs (Aug. 2024) August’s composite PMI provides further evidence that some of the recent strength of activity in the first half of this year may have been due to catch-up growth following the mild recession in the... 22nd August 2024 · 3 mins read
Emerging Europe Rapid Response Poland Activity Data (Jul.) The weaker-than-expected batch of Polish activity figures for July is more likely to be a blip than the start of a soft patch. We remain comfortable with our view that Poland’s economy will expand by... 22nd August 2024 · 1 min read
Asia Rapid Response BI hints at rate cuts in Q4 Bank Indonesia today left its policy rate unchanged at 6.25%, but the central bank’s dovish commentary supports our view that rates will be cut before the end of the year. We expect the central bank... 21st August 2024 · 2 mins read
Latin America Economics Update Savings problem to weigh on Colombia’s prospects The prevailing view that, over the medium term, Colombia will maintain its position as Latin America’s fastest-growing major economy looks overly optimistic in light of the collapse in its savings and... 20th August 2024 · 4 mins read
Event Global Drop-In: Towards 2025 – Risks to the global economic and market outlook 1725436800 After a summer of extraordinary economic, market and political developments, what can investors expect through the end of 2024?
Emerging Markets Economics Update What impact will the recent wave of EM protests have? The protests that have swept several EMs in recent weeks are likely to have a longer-lasting economic impact in countries with weak balance sheets and/or where they lead to a major shift in policy. To... 20th August 2024 · 4 mins read
US Chart Pack US Chart Pack (Aug. 2024) The weaker July employment report and another set of mild inflation data mean the Fed remains on track to cut interest rates in September. With the activity data still supportive of our view that the... 19th August 2024 · 1 min read
