Australia & New Zealand Rapid Response Australia International Trade (Apr. 2023) 8th June 2023 · 2 mins read
Canada Data Response International Trade (Apr.) Easing supply shortages supported strong export growth in April but, with the surveys of export orders still very weak, that strength is likely to fade soon. 7th June 2023 · 3 mins read
Latin America Economics Weekly Andes adjusting, tight job markets in Brazil & Mexico Data out this week suggest that Colombia’s economy has started to undergo an adjustment process, which is set to continue over the course of this year and next and underpins our forecast that growth... 2nd June 2023 · 8 mins read
Emerging Markets Financial Risk Monitor Pockets of vulnerability in major EMs Financial risks across the major EMs look relatively well contained for the time being but there are some areas of weakness. Most immediately, following President Erdogan’s election victory the... 31st May 2023 · 5 mins read
Global Economics Update Rebound in trade in March likely to be short-lived Although world trade rebounded in March amid the reopening recovery in China, we don’t think this marks the beginning of a broader turnaround in global trade. In fact, timelier data point to renewed... 31st May 2023 · 4 mins read
Emerging Europe Chart Pack Current account positions improve, but risks remain There has been further evidence over the past month that resilient export growth, weak domestic demand and lower energy prices have helped to improve current account positions across Central and... 31st May 2023 · 15 mins read
China Chart Pack Renminbi unlikely to revisit last year’s lows The renminbi strengthened sharply against the US dollar in response to China’s move away from zero-COVID. But the currency has since reversed much of those gains and is now approaching 7.10/$, its... 30th May 2023 · 12 mins read
Emerging Markets Economics Chart Pack Latest EM elections raise policy risks The results of elections in major EMs over the past month have increased macroeconomic policy risks. Most notably in Turkey, President Erdogan now has the edge ahead of a second-round presidential... 25th May 2023 · 8 mins read
Middle East & North Africa Chart Pack Gulf growth slowing The flash Q1 GDP figures for Saudi Arabia showed the economy grew at its weakest pace in two years at the start of 2023, reflecting the cut in oil production in line with the OPEC+ decision in October... 24th May 2023 · 12 mins read
India Chart Pack Policymakers can breathe easier on inflation The past month has brought some encouraging news on the inflation front. Consumer price inflation dropped sharply in April to an 18-month low, keeping the headline rate comfortably within the RBI’s 2... 22nd May 2023 · 8 mins read
Europe Economics Update Weak external demand to weigh on exports National GDP data released so far suggest that euro-zone exports rose in Q1. However we suspect they will be more subdued in the coming quarters as a result of weak global growth. 22nd May 2023 · 2 mins read
Africa Economics Weekly South Africa and AGOA, Nigeria inflation, Ghana-IMF Allegations that South Africa has supplied arms to Russia has led to calls for the country to lose preferential trade access to the US via the African Growth and Opportunities Act which, while not a... 19th May 2023 · 8 mins read
India Economics Weekly Karnataka election, trade data, banking risks The loss for PM Modi’s BJP in the state election in Karnataka may persuade the ruling national party to slow the pace of labour reforms and other politically contentious measures elsewhere as next... 19th May 2023 · 3 mins read
Middle East & North Africa Economics Weekly Egypt reform progress, Saudi public finances Egypt’s government laid out fresh efforts this week to attract greater foreign investment into the country which also coincided with the first state asset sale in nearly a year. But, unless the... 18th May 2023 · 6 mins read
