Middle East & North Africa Rapid Response Saudi Arabia Flash GDP (Q4 2023) The flash estimate of Saudi Arabia’s GDP for Q4 of last year showed that the economy expanded by 0.4% q/q, the first positive outturn since the period a year before. We expect the recovery to continue... 31st January 2024 · 2 mins read
China Rapid Response Hong Kong GDP (Q4 Preliminary) Hong Kong’s growth picked up only marginally in Q4, underperforming most expectations. And although we foresee some further upside as foreign visitors and workers continue to return, we think the... 31st January 2024 · 2 mins read
Asia Rapid Response Philippines GDP (Q4) GDP growth remained well above trend in Q4 but we don’t expect this strength to last as the deceleration in credit growth feeds through to domestic demand while the external sector continues to... 31st January 2024 · 2 mins read
China Rapid Response PMIs (Jan.) There were some gains in economic momentum at the start of 2024, at least judging by the modest rise in the PMIs. Admittedly, the survey readings are still depressed by historic standards, but this... 31st January 2024 · 3 mins read
Japan Rapid Response Japan Retail Sales & Industrial Production (Dec. 23) 31st January 2024 · 2 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (Jan. 2024) Our Middle East and North Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth in the Middle East and North Africa will strengthen a little... 30th January 2024 · 1 min read
Europe Economics Update Strength in services price expectations a concern January’s European Commission business and consumer survey, released this morning, supports our view that the euro-zone economy will stagnate in Q1. But recent increases in services firms’ price... 30th January 2024 · 2 mins read
Latin America Rapid Response Mexico GDP (Q4 Provisional) The sharper-than-expected slowdown in Mexico’s GDP growth, to just 0.1% q/q in Q4, is likely to be followed by continued sluggish growth over the coming quarters. At the margin, the data increase the... 30th January 2024 · 2 mins read
Emerging Europe Rapid Response Economic Sentiment Indicators (Jan.) The European Commission's Economic Sentiment Indicators for Central and Eastern Europe (CEE) were a mixed bag in January, but our regional measure rose for the fourth consecutive month and points to... 30th January 2024 · 2 mins read
Europe Rapid Response Euro-zone GDP (Q4 2023) The euro-zone economy stagnated in Q4 and we think that it will flat-line in the first half of this year too as the effects of past monetary tightening continue to feed through and fiscal policy... 30th January 2024 · 2 mins read
Emerging Europe Rapid Response Czech GDP (Q4) The meagre 0.2% q/q expansion in Czech GDP in Q4 confirms that the economy contracted over 2023 as a whole, and we think that this is likely to be followed by tepid growth this year. We maintain our... 30th January 2024 · 2 mins read
Latin America Economics Weekly Brazil’s re-industrialisation, Banxico, shipping dashboards The Brazilian government’s announcement of a new industrial plan this week points to greater state intervention in the economy that will do little to alleviate the country’s productivity problem... 26th January 2024 · 8 mins read
Asia Economics Weekly Korean consumer weakness, SBP to sound hawkish Korea’s GDP figures published this week show that, although the economy held up relatively well last quarter, the recovery is becoming increasingly lobsided. Exports have been strong, but domestic... 26th January 2024 · 9 mins read
US Economics Weekly Immaculate disinflation almost complete It is hard to say which is more remarkable: that GDP growth accelerated last year following the Fed’s most aggressive tightening campaign in decades, or that core inflation nevertheless fell back to... 26th January 2024 · 6 mins read
