Japan Data Response Industrial Production (Apr.) Industrial production didn’t rise as much in April as most had anticipated. But the economy should still have returned to growth this quarter. 31st May 2018 · 1 min read
Latin America Data Response Brazil GDP (Q1) The 0.4% q/q rise in Brazilian GDP in Q1 was modest but will go some way to allaying concerns that the economic recovery has stalled altogether. The truck drivers’ strike that has gripped parts of the... 30th May 2018 · 1 min read
Emerging Europe Data Response Economic Sentiment Indicators (May) At a regional level, May’s Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a bit stronger than in April, but the latest readings still support our view that GDP growth in CEE... 30th May 2018 · 1 min read
Nordic & Swiss Data Response Swedish GDP (Q1) & Swiss KOF The Swedish economy made a strong start to 2018 and the outlook is positive. Healthy growth is set to drive wage growth gradually higher, prompting the Riksbank to raise interest rates at the end of... 30th May 2018 · 1 min read
Japan Data Response Consumer Confidence (May) Today’s consumer confidence survey suggests that wage and employment growth will slow. Still, sentiment edged up marginally in May and points to a rebound in consumer spending. 30th May 2018 · 1 min read
Japan Data Response Retail Sales (Apr.) The jump in retail sales in April suggests that consumer spending started to expand again in the current quarter. The weakness at the start of the year implies that private consumption won’t grow by... 30th May 2018 · 1 min read
Emerging Markets Activity Monitor EM GDP growth stabilises before the sell-off Our EM GDP Tracker suggests that growth stabilised in Q1 and early signs point to growth having picked up at the start of Q2. The recent market stress is likely to push a handful of economies (notably... 29th May 2018 · 1 min read
Global Economics Update Six key questions and answers about Italy We have written extensively about political and economic developments in Italy in our Europe and Markets services. (See a list of relevant publications on page 2.) But as the events of the past few... 29th May 2018 · 1 min read
Canada Chart Pack Household credit growth slows sharply Rising interest rates and the recent tightening of mortgage lending standards are now having a marked impact on mortgage lending, with the three-month-on-three-month annualised growth rate of mortgage... 29th May 2018 · 1 min read
Latin America Economics Update Duque on course to inherit strengthening economy The victory for centre-right candidate Iván Duque in the first round of Colombia’s presidential election on Sunday was largely expected and, as such, has had little impact on local financial markets... 29th May 2018 · 1 min read
Asia Chart Pack Heightened uncertainty in Malaysia post-election In a massive political upset, the incumbent Barisan Nasional (BN) coalition led by Najib Razak was ousted by a resurgent opposition led by former Prime Minister Mahathir Mohamad in Malaysia’s 14 th... 28th May 2018 · 1 min read
Asia Economics Update Malaysia’s mega-projects could be up for the chop There is growing speculation that Malaysia’s new prime minister, Mahathir Mohamad, will cancel some of the huge Chinese-backed infrastructure projects approved by his predecessor. Given Malaysia’s... 28th May 2018 · 1 min read
UK Economics Weekly Early signs of a consumer revival Annual consumer spending growth ground to its slowest pace in six years in Q1. Alongside a string of weak early indicators of spending in Q2, that called into question our forecast of a rebound in... 25th May 2018 · 1 min read
Europe Economics Weekly Will the ECB’s hopes on growth be dashed? The “account” of the ECB’s April meeting, released this week, revealed that policymakers had taken a pretty sanguine view of the weakness of survey indicators and hard data in the first few months of... 25th May 2018 · 1 min read
UK Data Response GDP Second Estimate (Q1) While today’s figures confirmed that the economy slowed sharply in Q1, we doubt that this will prevent the MPC from raising rates again in August. 25th May 2018 · 1 min read
Africa Economics Update Pro-business reform in Africa: Angola stands out Hopes that President Cyril Ramaphosa will reform South Africa’s economy have grabbed the headlines. But reforms are also underway elsewhere; recent pro-business moves in Angola show the most potential... 25th May 2018 · 1 min read
