Global Economics Update PMIs point to a rebound in global industry in Q2 The latest manufacturing PMIs suggest that the recovery in global industry has continued to gather momentum so far in Q2 and that price pressures have increased somewhat. But that probably won’t... 3rd June 2024 · 2 mins read
China Economics Weekly Fiscal tailwinds to return, export rush lifts freight rates Today’s PMIs suggest that China’s rebound is faltering. That appears to reflect a drying up of fiscal support after the initial surge at the beginning of the year. There’s more in the pipeline though... 31st May 2024 · 5 mins read
Climate Economics Monthly Key highlights from May This Monthly looks at some of the key highlights from the Climate Economics service in May, including our coverage of US tariffs on Chinese-made green technology and recent price movements in the EU... 31st May 2024 · 3 mins read
China Chart Pack China Chart Pack (May 24) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy is expanding at a decent pace, with the manufacturing sector a key source of... 30th May 2024 · 1 min read
Asia Chart Pack Emerging Asia Chart Pack (May 2024) Headline inflation across most of Emerging Asia is now either below or only slightly above central bank targets. Nevertheless, policymakers have struck a slightly more hawkish tone recently due to... 30th May 2024 · 1 min read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (May 2024) Low oil output in the Gulf has constrained economic growth so far this year and the upcoming OPEC+ meeting will prove pivotal to the outlook over the rest of this year. Elsewhere in Middle East and... 29th May 2024 · 1 min read
Africa Chart Pack Africa Chart Pack (May. 2024) Regional growth appears to have stabilised in Q1 and we think that a better external environment will provide a boost in the near term. Still, we think GDP growth will undershoot consensus... 28th May 2024 · 0 mins read
Latin America Economics Weekly Mexico’s vote, Chile’s rate cut, Argentina’s trade surplus The dramatic improvement in Argentina’s trade balance has helped the central bank to rebuild its FX reserves, but this has only been made possible because domestic demand has collapsed. A weaker... 24th May 2024 · 6 mins read
China Economics Weekly Bank deposit exodus, chip self-sufficiency The recent slowdown in deposit growth does not signal a recovery in risk appetite among firms and households. On the contrary, it is being driven by their reluctance to borrow and their preference for... 24th May 2024 · 5 mins read
India Economics Update China’s threat to Indian manufacturing India has made impressive progress in raising its share of global high-end electronics exports over the past few years. But, worryingly, it has failed to capture any additional market share in the... 23rd May 2024 · 5 mins read
Latin America Economics Update Brazil’s bumper trade surplus set to shrink The sharp rise in Brazil’s goods exports and the widening of the trade surplus since 2019 have been a point of strength for the economy. But we think these will reverse course before long. This feeds... 21st May 2024 · 4 mins read
India Chart Pack India Chart Pack (May 2024) Our India Chart Pack has been updated with the latest data and our analysis of recent developments. India has been the star performer among major EMs over the past several quarters and the latest data... 20th May 2024 · 1 min read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (May 2024) Aggregate EM GDP growth will enter a slower phase over the coming quarters. But the headline figure masks large variation in prospects at the country level, with many EMs experiencing a reversal of... 20th May 2024 · 1 min read
Climate Economics Update Chinese green export volumes remain at strong levels Whilst export values of the “New Three” fell for the sixth consecutive month in y/y terms in April, export volumes remained close to their record peak. Meanwhile, the sharp drop-off in China’s exports... 20th May 2024 · 2 mins read
China Economics Weekly Property support, imbalances growing, tariff retaliation The property support measures outlined today are significant. If local governments and SOEs take advantage of the funding on offer to buy unsold inventory from developers, sales would rise by around... 17th May 2024 · 5 mins read
Europe Economics Weekly US-China tariffs raise stakes for EU This week’s decision by the US government to hike tariffs on Chinese EVs to 100% may have been largely political and symbolic but it raises the stakes for Europe, which will complete its own... 17th May 2024 · 8 mins read
