Event Drop-In: The global economy in 2024 – Key themes/core risks 5th December 2023, 8:00AM GMT A team of our senior economists recently held a special online briefing all about the key economic themes which will shape 2024. The team discussed risks across developed and emerging economies, and…
Latin America Chart Pack Latin America Chart Pack (November 2023) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. Brazil and Mexico will outperform others in the region this year, but that’s likely to flip... 21st November 2023 · 1 min read
US Chart Pack US Chart Pack (Nov. 23) The economy’s third-quarter strength was not the start of a renewed acceleration and we continue to expect GDP growth to weaken. Regardless, resilient economic growth has not prevented a continued... 21st November 2023 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (November 2023) EM GDP has proven stronger than expected this year, but we think growth will weaken in the coming months and come in below consensus in 2024. Despite recent upside surprises, inflation has resumed its... 21st November 2023 · 0 mins read
Africa Economics Update South Africa: drag from loadshedding set to ease The intensification of loadshedding has brought growth in South Africa’s economy to a halt this year, but there appears (finally) to be some light at the end of the tunnel. Repairs to existing power... 20th November 2023 · 6 mins read
Latin America Rapid Response Chile GDP (Q3 2023) The 0.3% q/q expansion in Chile’s GDP in Q3 suggests that the recovery is beginning to take hold. We continue to expect above-consensus GDP growth in 2024-25. 20th November 2023 · 2 mins read
Latin America Economics Update Argentina: Milei’s win brings shock therapy onto the table Javier Milei’s victory in the final round of Argentina’s presidential election yesterday will bring about a major shift in economic policymaking. We suspect that some of his more radical proposals –... 20th November 2023 · 4 mins read
Asia Economics Update Thailand: steady growth ahead Economic growth in Thailand picked up in the third quarter of the year and we expect the economy to record steady, if unspectacular growth over the coming quarters, helped by looser fiscal policy and... 20th November 2023 · 2 mins read
China Activity Monitor CAP: Growth softened at the start of Q4 Our China Activity Proxy (CAP) shows that the economy was still making headway last month, though it appears to have lost some steam. Downside risks continue to linger, particularly in the property... 20th November 2023 · 3 mins read
Latin America Economics Weekly Argentina’s final presidential vote, Pemex woes The final round of Argentina’s presidential election between Javier Milei and Sergio Massa on Sunday offers starkly different paths for the economy – shock therapy or more of the current government’s... 17th November 2023 · 6 mins read
Emerging Europe Economics Weekly Israel rate cut bets increase, key stories from Q3 GDP Data for October out of Israel this week suggest that the initial impact of the conflict with Hamas on the export sector was fairly limited, that inflation pressures continued to ease and that the... 17th November 2023 · 7 mins read
Japan Economics Weekly Autos continuing to drive export strength Japan’s auto exports have surged this year, with volumes back at pre-pandemic levels. Its tourism sector has been doing well too as visitor numbers have returned to where they were in 2019. That... 17th November 2023 · 4 mins read
Global Economics Chart Pack Global Economics Chart Pack (Nov. 2023) While the US economy considerably outperformed its DM peers in Q3, we think that all advanced economies will suffer a weak Q4. High interest rates are weighing on credit growth, and a further rise in... 17th November 2023 · 1 min read
Asia Economics Malaysia: strong growth unlikely to last GDP figures for Malaysia published today confirmed that the economy rebounded strongly in the third quarter of the year. However, with interest rates set to remain elevated and exports likely to... 17th November 2023 · 2 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (Nov. 2023) Our Australia and New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. We believe that central banks in both Australia and New Zealand are done... 17th November 2023 · 1 min read
