Australia & New Zealand Rapid Response Australia International Trade & ABS Monthly Household Spending Indicator (Aug. 23) 5th October 2023 · 2 mins read
China Economics Update China is holding on to its dollars Falls in the value of China’s recorded holdings of US Treasuries tell us little about whether China is divesting from the dollar. A broader look at the data suggests that it isn’t, despite... 4th October 2023 · 5 mins read
UK Economics Chart Pack UK Economics Chart Pack (Oct. 2023) Slowing momentum in activity, the recent decline in employment, and the sharp falls in core CPI and services inflation in August are clear signs that higher interest rates are weighing more heavily on... 4th October 2023 · 1 min read
Middle East & North Africa Rapid Response PMIs (Sep. 23) The September release of PMIs for the Middle East and North Africa showed that activity in non-oil private sectors in the Gulf economies remained strong up at the end of Q3, and this is likely to... 3rd October 2023 · 3 mins read
Africa Chart Pack Africa Chart Pack (Sep. 2023) Our Africa Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth across Sub-Saharan Africa is likely to pick up over the coming quarters, but a... 29th September 2023 · 1 min read
Global Economics Update Downturn in global trade set to deepen further Global goods trade fell at its fastest pace since the pandemic in July and the timelier trade and survey data point to further declines in August and September. What’s more, given that we still expect... 28th September 2023 · 4 mins read
India Economics Update Oil price rise not a major threat to external position The narrowing in India’s current account deficit in the four quarters to Q2 was mainly due to the shrinking of the goods trade deficit. Looking ahead, the recent jump in oil prices won’t prevent the... 28th September 2023 · 3 mins read
Emerging Europe Economic Outlook Recoveries across CEE, but Russia and Turkey to slow Russia and Turkey have outperformed the rest of the region this year amid support from loose policy, but both economies look set for a slowdown in 2024 while recoveries take shape across Central and... 28th September 2023 · 3 mins read
China Chart Pack China Chart Pack (Sep. 2023) Our China Chart Pack has been updated with the latest data and our analysis of recent developments. China’s economy is regaining some momentum after stalling during the summer. A step up in policy... 28th September 2023 · 1 min read
Middle East & North Africa Chart Pack Middle East & North Africa Chart Pack (Sep. 23) After a sharp slowdown this year, GDP growth across the Middle East and North Africa will improve in 2024 as OPEC+ starts to raise its output quotas and high oil prices allow the Gulf economies to... 28th September 2023 · 1 min read
Europe Economic Outlook ECB to keep policy tight despite weak economy We expect the euro-zone economy to struggle over the next 18 months, and a mild recession in the coming quarters looks more likely than not. Lower energy prices and improved global supply chain... 27th September 2023 · 31 mins read
Canada Economic Outlook Economy buckling under weight of high interest rates We expect another few quarters of near-zero GDP growth to lead to an annual gain of just 0.7% next year. Even with higher oil prices, the weakness of economic growth leaves scope for CPI inflation to... 26th September 2023 · 14 mins read
Middle East & North Africa Economic Outlook Growth prospects for 2024 improving After a sharp slowdown this year, GDP growth across the Middle East and North Africa will improve in 2024 as OPEC+ starts to raise its output quotas and high oil prices allow the Gulf economies to... 25th September 2023 · 20 mins read
Emerging Markets Economics Chart Pack Emerging Markets Chart Pack (September 2023) Our Emerging Markets Chart Pack has been updated with the latest data and our analysis of recent developments. Although EM growth held up well in H1, growth will disappoint over the coming quarters... 22nd September 2023 · 1 min read
China Economics Weekly Foreigners staying away, consumers perking up When officials launched the “Invest in China” campaign in March, they had hoped 2023 would be the year in which foreign investment came roaring back, supported by the removal of COVID restrictions... 22nd September 2023 · 6 mins read
Australia & New Zealand Economic Outlook Downturn will prompt policy easing next year Both economies have dodged a recession so far, but we still consider it more likely than not that output will shrink across the second half of the year. With inflation softening and labour markets... 22nd September 2023 · 20 mins read
