Africa Economics Update Nigeria's export sector to continue dragging on growth The weakness of Nigeria’s export sector is down to a variety of factors, including a lack of competitiveness, falling oil prices and the expansion of shale oil extraction in the US. These factors... 22nd September 2014 · 1 min read
China Chart Pack More targeted support for small firms Although liquidity operations by the PBOC have received the most attention this week, further measures to support small firms that were announced by the State Council on Wednesday are arguably more... 18th September 2014 · 1 min read
Middle East & North Africa Economics Update Less to the narrowing of Egypt’s trade deficit than meets the eye The latest headline trade figures from Egypt suggest that the country’s trade deficit has narrowed sharply over the past year, reducing a key economic vulnerability. However, by taking a closer look... 18th September 2014 · 1 min read
Japan Data Response External trade (Aug.) The trade deficit narrowed in August, and should shrink further in coming months as external demand has improved and oil prices have fallen. 18th September 2014 · 1 min read
Global Economics Update Trade negotiations may be blocked for many more years It is twenty years since the last major multilateraltrade agreement was signed and there is no newdeal in sight. What’s more, the regionalTransatlantic and Trans-Pacific trade talks looklikely to drag... 17th September 2014 · 1 min read
Emerging Markets Economics Chart Pack EM currencies suffer further loses Emerging market (EM) currencies have had a rough ride recently, adding to what was already shaping up to be a poor year. Our synthetic EM exchange rate index is down by 1.5% against the dollar in the... 16th September 2014 · 1 min read
Asia Economics Update Is China eating Asia’s lunch? Weak Chinese demand for exports from Emerging Asia in recent months has led some commentators to worry that China’s move up the value chain is having unwelcome knock-on effects for the rest of the... 16th September 2014 · 1 min read
Europe Data Response Euro-zone Trade (Jul.) July’s euro-zone trade data showed that the region’s exporters continued to struggle,suggesting that the uncertain international environment was taking its toll andoffsetting the benefits of a weaker... 15th September 2014 · 1 min read
US Economics Weekly Rising dollar reflects economic strength Even a further rise in the dollar above its current four-year high won’t prevent a period of higher inflation and stronger GDP growth. It would be odd to conclude that the dollar will significantly... 12th September 2014 · 1 min read
Europe Economics Weekly Limited room for growth-friendly fiscal policies While signs of pragmatism have recently emerged in the ongoing fiscal debate in the euro-zone, we think there is currently little room for fiscal policy to play much of a role in tackling low growth... 12th September 2014 · 1 min read
Japan Economics Weekly Will public spending really reach a record next year? Ministries’ spending requests for the coming fiscal year have reached a record high, which might raise some questions about the government’s commitment to fiscal consolidation. However, these requests... 12th September 2014 · 1 min read
Asia Economics Update Indonesian rates to remain high despite falling inflation Despite recent sharp falls in inflation and worries about the slowing economy, Bank Indonesia (BI) today left interest rates on hold amid concerns about the current account position. We expect... 11th September 2014 · 1 min read
Emerging Europe Economics Update Euro-zone more to blame for Q2 slowdown than Ukraine The slowdown in Central and South Eastern Europe in the second quarter has raised concerns about the region’s exposure to the crisis in Ukraine. In this Watch, we dig deeper into the GDP data to see... 11th September 2014 · 1 min read
Emerging Markets Trade Monitor EM exports pick up, but commodity producers lag behind EM export growth picked up in July, continuing the trend seen over the previous four months, and more timely data suggest that it strengthened further last month. However, there is a growing... 9th September 2014 · 1 min read
Africa Economics Update South Africa’s current account woes return in Q2 South Africa’s balance of payments data for Q2 make for grim reading. The current account deficit widened to its largest as a share of GDP since Q3 2013 and, while exports are likely to pick up later... 9th September 2014 · 1 min read
UK Data Response Industrial Production & Trade (Jul.) July’s industrial production and trade figures provided tentative indications that the UK’s strong and stable economic recovery has continued into the third quarter of the year. 9th September 2014 · 1 min read
