US Rapid Response Industrial Production (May 2024) The strong rebound in manufacturing output in May was better than we expected but, given the softness of the earlier retail sales release, it does not change the big picture that second-quarter GDP... 18th June 2024 · 1 min read
US Rapid Response Retail Sales (May) The soft May retail sales data support our view that, after a disappointing first quarter, GDP growth remains a little lacklustre in the second quarter too. Our forecast now stands at 1.9%. 18th June 2024 · 2 mins read
Middle East & North Africa Economic Outlook GDP growth pick-up on a fragile footing Growth in the Gulf economies is likely to pick up in the coming quarters, particularly as oil output starts to rise from October. We think non-oil sectors will continue to grow strongly. But the... 18th June 2024 · 20 mins read
Japan Chart Pack Japan Chart Pack (Jun. 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. While the economy has only narrowly avoided a recession, activity should rebound over coming... 18th June 2024 · 1 min read
Asia Economics Focus Korea: growth to slow, inflation to fall, rates to be cut Korea’s economy rebounded strongly last quarter but there are already signs it is losing momentum, and we expect growth to struggle over the coming year. Export growth is likely to ease a little, but... 18th June 2024 · 10 mins read
China Rapid Response China Activity & Spending (May 2024) May’s activity data were a mixed bag with an uptick in retail sales and slowdown in industrial production partially reversing the recent trend of strength on the supply side and weaker demand. 17th June 2024 · 2 mins read
Emerging Europe Economics Weekly EV tariffs, European election results, May inflation The EU’s new tariffs on EV imports from China announced this week could provide a boost to economies in Central and Eastern Europe by pushing Chinese carmakers to set up more factories in the region... 14th June 2024 · 7 mins read
Canada Rapid Response Canada Manufacturing Sales & Wholesale Sales (Apr. 2024) 14th June 2024 · 1 min read
UK Economics Weekly How Labour could succeed in raising housebuilding With little fiscal space to play with, the next government will have to get creative in order to deliver on its manifesto pledges. Labour’s plan to change the law so that the state receives more of... 14th June 2024 · 9 mins read
Event UK Drop-In: The General Election results – The morning after and the macro/markets outlook 1720168200 Will the outcome of the UK general election move the dial on the UK economic outlook? How much would a Labour government deviate from Conservative economic policy?
Middle East & North Africa Economics Weekly Morocco’s EVs to fuel auto boom, Aramco issuance The EU’s tariffs on EV imports from China may encourage Chinese firms to raise investments into Morocco, whose auto sector is growing rapidly on the back of expansion plans from both Chinese and... 13th June 2024 · 7 mins read
Europe Rapid Response Euro-zone Industrial Production (April 2024) The 0.1% m/m decrease in euro-zone industrial production in April was slightly weaker than the published consensus forecast of 0.2% rise, but expectations will have fallen since Ireland’s data were... 13th June 2024 · 1 min read
Emerging Europe Chart Pack Emerging Europe Chart Pack (Jun. 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. With economic activity strengthening across Emerging Europe and inflationary pressures... 13th June 2024 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (June 2024) Our Global Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that economic activity has continued to improve in the past... 12th June 2024 · 0 mins read
