Canada Data Response International Trade (Sep.) & Building Permits (Sep.) The improvement in crop yields boosted export volumes in September, but the strength of exports was overshadowed by the also-reported record slump in building permits, which suggests that higher... 3rd November 2022 · 3 mins read
US Data Response Int’l Trade (Sep.) and Productivity & Labour Costs (Q3) A drop back in exports and small rebound in imports means the trade deficit bounced back to $73.3bn in September, from a downwardly revised $65.7bn. With that weakness in exports likely to last for... 3rd November 2022 · 2 mins read
US Rapid Response International Trade (Sep.) & Productivity and Labour Costs (Q3) 3rd November 2022 · 2 mins read
Emerging Europe Economics Update Hungary’s external vulnerabilities in the spotlight The surge in energy prices this year has led to a sharp widening in Hungary’s current account deficit and increased its dependence on foreign capital inflows. While the central bank seems to have put... 3rd November 2022 · 5 mins read
Australia & New Zealand Data Response Australia International Trade (Sep. 2022) While the trade surplus bounced back in September, we’ve pencilled in a drag from net trade to Q3 GDP growth as export volumes probably didn’t rise fast enough to offset a surge in imports. 3rd November 2022 · 2 mins read
Australia & New Zealand Rapid Response Australia International Trade (Sep. 2022) 3rd November 2022 · 2 mins read
Latin America Economics Update Colombia’s current account deficit a growing risk Colombia’s current account deficit has, somewhat surprisingly, widened this year despite the boost to the country’s terms of trade from high oil prices, and now stands at an alarming level. And the... 1st November 2022 · 4 mins read
China Chart Pack Xi’s third term starts with COVID quarantines surging On some measures China’s current COVID situation is about as bad as it has ever been. While far fewer infections are being found daily than at the peak of the Omicron wave, new cases are... 1st November 2022 · 11 mins read
Middle East & North Africa Economics Weekly Egypt (finally) shifts to flexible pound, secures IMF deal This week ended with a bang as Egypt finally shifted to a more flexible exchange rate and secured an IMF deal. Some short-term economic pain is on the cards, but the move will help to restore macro... 27th October 2022 · 8 mins read
Event EM Drop-In: How will EM economies and markets fare in the global downturn? 1667487600 Economists from our Emerging Markets and Markets teams discussed the outlook for EM financial markets in this regular dive into the big stories in EMs.
Global Trade Monitor Goods trade set to fall as global recession takes hold There is growing evidence that weakening demand in major economies is taking a toll on world trade. While trade volumes rose in August, early reporting Asian economies revealed a decline in imports in... 26th October 2022 · 4 mins read
Africa Economic Outlook Storm clouds gathering Sub-Saharan Africa has suffered particularly heavily from the pandemic and then spillovers from the war in Ukraine, and the global recession will only add to the headwinds. Taken together with tight... 25th October 2022 · 24 mins read
Latin America Chart Pack All eyes on Brazil Brazilians head to the polls on Sunday to decide who’ll become the country’s next president in a heated run-off election between incumbent Jair Bolsonaro and his left-wing rival Lula. Lula is still... 25th October 2022 · 12 mins read
China Data Response China GDP (Q3), Trade & Activity (Sep.) Growth ticked up in Q3 as the hit from the Omicron wave reversed. But this leaves output only slightly higher than where it started the year. And momentum is now weakening again. 24th October 2022 · 4 mins read
