Latin America Economics Update Answering your questions on Mexico We held an online briefing yesterday on Mexico’s economy and how it may be impacted by the Trump administration. (Listen to the on-demand recording here.) This Update answers some the key questions... 23rd January 2025 · 6 mins read
Global Economics Update The implications of Trump’s take on the Panama Canal President Trump’s threats to retake ownership of the Panama Canal reflects its importance for US trade and the country’s strategic interests. It’s possible that these threats are simply another... 23rd January 2025 · 5 mins read
China Economics Focus China’s export gains go beyond strategic goods China’s surging exports have been gaining international attention, but concerns about overcapacity have focussed on “strategic sectors”. Far less acknowledged is the fact that China has been gaining... 22nd January 2025 · 4 mins read
India Chart Pack India Chart Pack (January 2025) After a stellar run, India’s economy has entered a softer patch that will continue for a few more quarters. We think that will portend an underperformance in local equities relative to other major... 22nd January 2025 · 1 min read
Middle East & North Africa Economics Update Egypt’s economy set for a strong rebound Egypt’s economy has struggled over the past year due to the effects of a weak pound, high inflation, and tighter fiscal and monetary policy, but there have been signs recently that a recovery is... 22nd January 2025 · 2 mins read
India Economics Update India, Trump and the H-1B visa debate President Donald Trump for now at least appears to be in favour of the H-1B visa scheme, a key route for Indians to work in the US tech sector, but the scheme is a key source of friction among his... 21st January 2025 · 4 mins read
US Economics Update What to make of Trump’s latest trade plans? The “America First Trade Policy” White House memorandum makes it clear that tariffs are coming, although we still have little clarity on the timing. There are some signs that a universal tariff could... 21st January 2025 · 3 mins read
US Economics Update US twin deficits a growing vulnerability The precarious nature of the outlook for the Federal budget deficit is well appreciated at this stage, but arguably the bigger long-term risk is the mounting current account deficit. With the primary... 21st January 2025 · 4 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Jan. 2025) Capital outflows from EMs have picked up again over the past few weeks amid a strengthening of the US dollar and broad increases in bond yields, but also country-specific issues – most notable... 20th January 2025 · 2 mins read
Climate Economics Update China green exports end 2024 on a record high China’s exports of the “New Three” ended last year at a new record high as US firms continued to ramp-up imports of Chinese-made batteries. Meanwhile, the backdrop of heightened tariffs and slowing... 20th January 2025 · 2 mins read
Canada Economics Weekly Canada Weekly: The disunited provinces of Canada The federal government is planning to fight US tariffs with tariffs, but reports this week suggest that those would cover a far smaller value of goods than the US is likely to hit. The government has... 17th January 2025 · 7 mins read
Latin America Economics Weekly Latin America Weekly: Argentina’s peso risk, Sheinbaum’s Made in Mexico plan The decision by Argentina's government to slow the rate of depreciation of the peso will help to bring down inflation further. But it will also lead to a further appreciation in the real exchange rate... 17th January 2025 · 5 mins read
Global Economics Chart Pack Global Economics Chart Pack (January 2025) The latest data suggest that resilient consumer spending supported GDP growth in the US towards the end of last year, while activity in other advanced economies remained weak. Industry continues to... 17th January 2025 · 1 min read
China Economics Weekly China Weekly: US tightens export controls, births rise The final export control measures of Joe Biden's presidency further restrict China's access to advanced AI technology and mark another escalation in geopolitical fragmentation. Meanwhile, although... 17th January 2025 · 5 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Israel-Hamas Ceasefire, CEE Forum The ceasefire deal agreed between Israel and Hamas this week will, if it sticks, lead to a sustained improvement in the outlook for growth, inflation and the public finances in Israel. We also outline... 17th January 2025 · 7 mins read
