Latin America Chart Pack Latin America Chart Pack (May 2024) Our Latin America Chart Pack has been updated with the latest data and our analysis of recent developments. While GDP growth in the Andean economies will be stronger this year than last, the opposite... 22nd May 2024 · 1 min read
Africa Rapid Response South Africa Consumer Prices (Apr.) South Africa’s headline inflation rate eased further to 5.2% y/y in April but the Reserve Bank will want to see more evidence that inflation and, crucially, inflation expectations are coming under... 22nd May 2024 · 2 mins read
Emerging Europe Chart Pack Emerging Europe Chart Pack (May 2024) Our Emerging Europe Chart Pack has been updated with the latest data and our analysis of recent developments. Economic growth strengthened across Emerging Europe in Q1, and leading indicators suggest... 22nd May 2024 · 1 min read
UK Economics Rapid Response UK Consumer Prices (Apr. 2024) In response to the smaller-than-expected fall in CPI inflation in April, we now think that the Bank of England will first cut interest rates in August rather than in June. And the data cast some doubt... 22nd May 2024 · 3 mins read
Australia & New Zealand Economics Update RBNZ signals rate cuts may have to wait Although it left rates unchanged at its meeting today, the RBNZ indicated that interest rates may have to stay higher for longer. However, we think the Bank is overstating the upside risks to the... 22nd May 2024 · 3 mins read
Australia & New Zealand Chart Pack Australia & New Zealand Chart Pack (May 2024) Our Australia & New Zealand Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data indicate that capacity pressures have continued to ease, a trend... 22nd May 2024 · 1 min read
US Chart Pack US Chart Pack (May 2024) The slight easing of inflationary pressures in April and softer activity data are consistent with the Fed cutting interest rates in September. Although it is taking a little longer than expected, we... 21st May 2024 · 1 min read
Canada Rapid Response Canada Consumer Prices (Apr. 2024) The fourth consecutive 0.1% m/m average increase in the Bank of Canada’s preferred core price measures in April will give the Bank confidence that the further easing in core inflation is being... 21st May 2024 · 3 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
Latin America Rapid Response Chile GDP (Q1 2024) The 1.9% q/q rise in Chile’s GDP in Q1 confirms that the economy is gathering momentum following a weak 2023 and has prompted us to revise up our (once above consensus) 2024 GDP growth forecast to 2.8... 20th May 2024 · 2 mins 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
Japan Chart Pack Japan Chart Pack (May 2024) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. While the economy has only narrowly avoided a recession, activity should rebound over coming... 20th May 2024 · 1 min read
Emerging Europe Rapid Response Russia GDP (Q1) and Consumer Prices (Apr.) The 5.4% y/y rise in Russian GDP in Q1 was a touch stronger than expected and, taken together with the rise in inflation in April, adds further evidence to the view that the war effort is causing the... 17th May 2024 · 2 mins read
Latin America Economics Weekly DR votes, Lula intervenes, Argentine officials cheer Dominicans are set to re-elect President Luis Abinader on Sunday and there's widespread hope among investors that his second term will see further measures to improve the public finances. Elsewhere... 17th May 2024 · 7 mins read
