Latin America Chart Pack Latin America Chart Pack (September 2024) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. Growth across Latin America is likely to be weaker than most expect in the next... 25th September 2024 · 1 min read
Emerging Markets Economic Outlook EM growth enters a slower phase Aggregate EM growth is entering a softer patch, despite the tailwind from the Fed’s easing cycle. Growth concerns will prompt central banks in much of Asia to cut interest rates. But stubborn... 25th September 2024 · 26 mins read
Africa Economic Outlook Recovery to be held back by fiscal constraint A combination of falling inflation and looser monetary policy should help growth to accelerate across Sub-Saharan Africa from early next year. But tight fiscal policy will constrain the recovery and... 25th September 2024 · 19 mins read
Australia & New Zealand Economic Outlook RBA has less room to cut rates than the RBNZ A tight labour market and elevated public demand will keep the RBA from loosening policy before early-2025. Moreover, we expect the forthcoming easing cycle to be short-lived by past standards. By... 25th September 2024 · 20 mins read
China Activity Monitor CAP: Policy support won’t be enough to drive growth Our China Activity Proxy suggests that growth slowed in August, with construction seeing the sharpest deceleration. Alongside today’s monetary easing, an uptick in fiscal spending will help keep the... 24th September 2024 · 3 mins read
Europe Rapid Response Germany Ifo Survey (September 2024) The fall in the German Ifo in September adds to the evidence that the German economy is back in recession. With growth in the rest of the euro-zone also slowing, the likelihood of a rate cut by the... 24th September 2024 · 2 mins read
US Economic Outlook Economy to benefit from lower interest rates With inflation normalising due to improving supply, the Fed is in the fortuitous position of being able to lower interest rates even though economic growth remains solid and the unemployment rate is... 23rd September 2024 · 15 mins read
Event LatAm Drop-In: Mexico’s economy and markets as Sheinbaum takes charge 1727791200 Our economists think Mexico will be Latin America’s worst-performing economy in the coming years. Will its new president be able to change the narrative?
Global Economics Update PMIs point to slower growth and inflation The latest flash PMIs suggest that GDP growth slowed in advanced economies at the end of Q3, particularly in the euro-zone. Meanwhile, weaker activity seems to be weighing on services price pressures... 23rd September 2024 · 3 mins read
Middle East & North Africa Economics Focus Saudi Vision 2030: where it is going right (and wrong) Saudi Arabia’s Vision 2030 reform programme has resulted in major societal and cultural changes, but many of the economic reforms are currently not on track to hit their targets. That is not to say... 23rd September 2024 · 29 mins read
Asia Economic Outlook Policy easing to gather pace We are expecting another year of below-trend economic growth in 2025 across Asia, as subdued exports, worsening labour markets and tighter fiscal policy weigh on demand. Inflation is back to target... 23rd September 2024 · 28 mins read
Event Drop-in: Saudi Arabia's Vision 2030 – Where it’s going right (and wrong) 1728550800 Saudi Arabia’s Vision 2030 reform programme is passed its halfway point with clear evidence of major societal and cultural changes.
Global Economics Update What to expect as the loosening cycle really kicks off We held an online Drop-In session last week to discuss the likely pace and extent of interest rate cuts and their implications now that the US Fed has joined the party. (See a recording here.) This... 23rd September 2024 · 8 mins read
