UK Economics Update BoE hikes more likely to be small and short rather than large and long The rise in interest rates from 3.75% to 4.00% announced by the Bank of England today is more likely to mark the start of small and short-lived rise in rates rather than the large and long-lasting... 5th November 2026 · 4 mins read
UK Economics Rapid Response Bank of England Policy Announcement (5th Nov. 2026) The rise in interest rates from 3.75% to 4.00% announced by the Bank of England today is more likely to be part of a small and short-lived rise in rates rather than the large and long-lasting rise... 5th November 2026 · 3 mins read
UK Economics Chart Pack UK Economics Chart Pack (Nov. 2026) While the economy has been remarkably resilient to higher interest rates and borrowing costs, the coming rise in CPI inflation is likely to dampen real GDP growth from 1.5% this year as a whole to 1.0... 4th November 2026 · 1 min read
US Rapid Response US International Trade (Sep. 2026) The negligible narrowing in the trade deficit in September, as export growth barely outpaced import growth, is broadly consistent with the BEA’s assumptions in its advance estimate of Q3 GDP... 4th November 2026 · 2 mins read
US Economics Update Blue tsunami in midterms increases policy risks for markets The magnitude of the gains for the Democrats in the midterms does not change too much for the near-term policy outlook, given the party still lacks a filibuster-proof majority in the Senate and... 4th November 2026 · 4 mins read
Australia & New Zealand Rapid Response Australia Household Spending Indicator (September 2026) Household spending volumes rose at the same pace in Q3 as in the previous quarter, which suggests that consumption has yet to slow in response to weaker real income growth. 4th November 2026 · 1 min read
Australia & New Zealand Data Response New Zealand Labour Market (Q3 26) We doubt that the prolonged weakness in New Zealand’s labour market will prevent the RBNZ from hiking rates further at its December meeting but it does mean that the Bank will ultimately tighten... 3rd November 2026 · 2 mins read
Australia & New Zealand Economics Update RBA is probably done tightening The RBA lifted its policy rate to an 18-year high today but noted that monetary conditions are now restrictive. We expect the Bank’s next move to be a rate cut, but not until the second half of next... 3rd November 2026 · 3 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Nov. 26) The RBA lifted its policy rate to an 18-year high today, but noted that monetary conditions are now restrictive. Accordingly, we expect the Bank’s next move to be a rate cut. 3rd November 2026 · 2 mins read
Australia & New Zealand Economics Update Tighter immigration settings a long-term downside risk There are some early signs that tighter immigration rules are starting to reduce net migration and there’s a risk that the government will curb migrant inflows further over the coming years. With... 2nd November 2026 · 3 mins read
Australia & New Zealand Economics Update House prices will plunge by more than 10% Australia’s house prices have never fallen as rapidly as they have in the current downturn and we now expect them to eventually fall by more than 10% for the first time in the country’s modern history... 2nd November 2026 · 3 mins read
US Economics Weekly AI trade is driving interest rate expectations Despite this week’s largely as-expected Fed October policy meeting and data showing strong GDP growth and persistent inflationary pressures, investors have pared back interest rate expectations as the... 30th October 2026 · 5 mins read
Capital Daily Capex concerns cast a darkening shadow over the S&P 500 Today’s ‘tech-led’ rout in the S&P 500 follows recent results from four of the US hyperscalers that were also mostly poorly received. The sombre mood seems largely to reflect investors’ growing... 30th October 2026 · 4 mins read
Canada Economics Weekly Can the economy really withstand higher rates? With its hike this week, the Bank of Canada judges the economy to be able to withstand tighter monetary policy, allowing it to prioritise the upside risks to inflation. However, with GDP growth... 30th October 2026 · 5 mins read
UK Economics Weekly Interest rate hikes and the two-speed economy The impending interest rate hikes from the Bank of England may exacerbate the two-speed economy by weighing on consumer spending by more than business investment. So over the next year or so, the... 30th October 2026 · 4 mins read
Canada Rapid Response Canada GDP (Aug. 2026) The unchanged GDP reading in August and projected 0.1% m/m fall in September implies that the economy grew by 1.3% annualised in the third quarter. This is not only far below the Bank of Canada’s... 30th October 2026 · 2 mins read
