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
Emerging Europe Economics Update War in Gaza still holding Israel’s economy back Israel’s economy slowed more than expected in Q2 as weak investment and supply constraints continued to hold back activity. A ceasefire to halt the conflict in Gaza would clearly be positive for the... 19th August 2024 · 4 mins read
Latin America Rapid Response Chile GDP (Q2 2024) The 0.6% q/q fall in Chilean GDP in Q2 is mainly payback for a strong Q1, and we expect a return to positive growth in Q3. Still, the Q2 figures should the central bank confidence to deliver a couple... 19th August 2024 · 2 mins read
Japan Economics Focus BoJ would only cut rates if economy tanks While we expect inflation to fall below the Bank of Japan’s 2% next year, the Bank’s still very accommodative stance means that this alone won’t trigger interest rate cuts. We think it would require a... 19th August 2024 · 15 mins read
