Latin America Economics Update Mexico and the renegotiation of NAFTA: five key points President Trump’s intention to renegotiate NAFTA won’t have any immediate consequences for Mexico’s economy since the current agreement will remain in place until a reformed version is approved by all... 25th January 2017 · 1 min read
Japan Data Response External trade (Dec.) The first rise in export values in more than a year reflects a combination of soaring export volumes and the recent depreciation of the yen. However, a weaker exchange rate tends to lift import prices... 25th January 2017 · 1 min read
Asia Economics Update How big a blow is the demise of the TPP to Asia? The demise of the TPP represents a major blow to some countries in Emerging Asia, most notably Vietnam. The benefits of any China-led regional trade deal are likely to be much smaller. 24th January 2017 · 1 min read
India Chart Pack Attention turns to state elections Upcoming state elections in India are likely to have an important bearing on economic policy at the local level. But perhaps more significant, the outcome of the state elections could be crucial in... 23rd January 2017 · 1 min read
Global Economic Outlook Trumped up? The world economy looks set to grow more rapidly this year than last. A substantial fiscal stimulus in the US will boost its growth rate, but will have only a limited impact on the rest of the world... 20th January 2017 · 1 min read
Asia Economics Weekly What will a Trump presidency mean for Asia? There remains a great deal of uncertainty over what a Trump presidency will mean for the US economy, let alone Asia. This Weekly looks at the key channels through which a Trump presidency will affect... 20th January 2017 · 1 min read
Nordic & Swiss Economic Outlook Swiss, Swedish and Norwegian currencies set to rise Prospects for the Nordic and Swiss economies’ are fairly good, with Sweden and Iceland likely to be the best performers. But the outlook for inflation, and therefore monetary policy, varies... 20th January 2017 · 1 min read
Emerging Markets Trade Monitor Near-term recovery for EM export growth, but threats ahead EM export growth increased towards the end of 2016, but this was mainly due to base effects rather than strengthening demand. While a further pick-up is likely in the near term, EM export growth is... 19th January 2017 · 1 min read
Global Economics Update Reconsidering the threat to global trade from Trump On the eve of Donald Trump’s inauguration, we still have little detail on what trade policies he will pursue. Here we set out the potential global impact of the various measures he and his team have... 19th January 2017 · 1 min read
Australia & New Zealand Chart Pack External sector won’t fuel a rapid rebound The Australian economy has started to reap some benefits from the rise in key commodity prices towards the end of last year. Most obviously, the trade balance has swung into surplus for the first... 19th January 2017 · 1 min read
Europe Economics Update What do Trump’s latest comments mean for Europe? The US President-elect’s perceived attempts to talk the dollar down and threat to impose tariffs on BMW imports to the US have limited implications for the euro-zone’s export prospects. But his... 18th January 2017 · 1 min read
Middle East & North Africa Economics Update Saudi balance of payments position to continue to improve The latest data show that Saudi Arabia’s balance of payments position improved markedly towards the end of 2016 and, with oil prices likely to grind higher this year, this trend looks set to continue... 18th January 2017 · 1 min read
China Economics Update No float for the renminbi China will need to let the renminbi float at some stage if it intends to push ahead with plans to liberalise the capital account and encourage greater international use of the currency. But, recent... 17th January 2017 · 1 min read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Dec.) Total capital outflows from Emerging Markets (EMs) remained large at the end of last year. Portfolio inflows into EM bond and equity markets, however, remained resilient following the US election... 17th January 2017 · 1 min read
Europe Data Response Euro-zone Trade (Nov.) The euro-zone’s goods trade surplus widened in November, but over Q4 as a whole it was probably broadly unchanged from Q3. Looking ahead, export growth might pick up, but we doubt that it will be... 16th January 2017 · 1 min read
India Economics Update Trade deficit to remain in check India’s monthly trade deficit narrowed significantly in December, and a number of factors should ensure that it remains in check over the coming months. This should keep India’s financial markets... 16th January 2017 · 1 min read
