Middle East & North Africa Rapid Response

Middle East & North Africa PMIs (March 2024)

March's batch of PMIs showed that the Gulf economies continued to outperform those elsewhere, and have enjoyed a strong start to 2024.

3rd April 2024 · 2 mins read

Europe Economics Update

Trump tariffs another risk for Europe

The cost to the euro-zone of the universal tariff which Donald Trump has proposed, along with other likely spillovers from his trade policies, may result in a hit to the euro-zone economy of up to...

2nd April 2024 · 5 mins read

Global Economics

Shipping Disruption Dashboard: New Charts on Baltimore

Click here to visit our Shipping Disruption Dashboard, which we have updated and extended to include analysis of the Baltimore port closure.

28th March 2024 · 1 min read

Africa Chart Pack

Africa Chart Pack (Mar. 2024)

Sub-Saharan Africa will record a pick-up in growth over the coming years, helped by an improving external environment. But tight fiscal and monetary policy will constrain the recovery and our GDP...

28th March 2024 · 0 mins read

Climate Economics Monthly

Five highlights from March

This Monthly looks at five highlights from the Climate Economics service in March, including the launches of our New Three Export Indices and our second annual Climate Economics Outlook.

28th March 2024 · 5 mins read

Middle East & North Africa Economics Weekly

Egypt’s path to faster growth, Houthis and Gulf oil output

Egypt’s recent policy shift has been met with a lot of optimism among investors and will likely see its new IMF deal approved by the Executive Board tomorrow. But the policies involve some near-term...

28th March 2024 · 6 mins read

India Economics Weekly

External position looking healthy, RBI to stand pat

Data released this week show that India's current account deficit narrowed at the end of last year and, while it may widen over the coming months, we think it will remain well within the 2% of GDP...

28th March 2024 · 3 mins read

China Economic Outlook

Prop from stimulus to be short-lived

China’s economy has fared better recently and policy support is likely to remain a near-term prop to growth. But we remain less sanguine about the medium-term outlook.

27th March 2024 · 15 mins read

Africa Economic Outlook

Recovery stuck in low gear

Sub-Saharan Africa will record a pick-up in growth over the coming years, helped by an improving external environment reducing the threat of further large currency falls as well as sovereign defaults...

27th March 2024 · 20 mins read

Middle East & North Africa Chart Pack

Middle East and North Africa Chart Pack (Mar. 2024)

The past month has seen Egypt’s economic crisis turn around with the devaluation of the pound, aggressive interest rate hike, and unlocking of a new IMF deal. There have been false dawns before, but...

27th March 2024 · 1 min read

Canada Economic Outlook

Increasing economic slack to trigger interest rate cuts

We expect weak GDP growth of 0.8% this year, and a fall in inflation to less than 2% next year, to persuade the Bank of Canada to cut its policy rate back to 2.5% by mid-2025. A recovery in...

26th March 2024 · 14 mins read

India Chart Pack

India Chart Pack (Mar. 2024)

Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India retained its title as the world’s fastest-growing major economy last year and the latest data...

26th March 2024 · 1 min read

Middle East & North Africa Economic Outlook

A soft 2024, but faster growth around the corner

Low oil output in the Gulf will constrain GDP growth over the first half of this year. But as this reverses, growth will pick up and by more than most expect. Elsewhere in Middle East and North Africa...

25th March 2024 · 20 mins read

Emerging Markets Economics Chart Pack

Emerging Markets Chart Pack (March 2024)

GDP growth will come in below consensus in most EMs this year, with the notable exceptions of India and Taiwan. Although stubborn wage growth means the pace of disinflation is likely to slow from here...

22nd March 2024 · 1 min read

India Economics Weekly

Election countdown, our new EM risk indicators

We've entered the final few weeks before India's general election kicks off. All the signs point to another win for Prime Minister Modi's BJP but what really matters for the economy is whether the...

22nd March 2024 · 3 mins read