Latin America Economics Weekly Regional rightward shift, Copom’s final rate cut? Keiko Fujimori's initial steps as Peru’s president point towards improved relations with the US and tighter fiscal policy, but whether she can achieve the latter will depend on her ability to build... 31st July 2026 · 6 mins read
India Economics Weekly Monsoon risks to inflation remain significant After the driest June in over a decade, India has received healthier monsoon rainfall in July, while the government has ample stocks of key staples such as rice. But the inflation risk remains... 31st July 2026 · 3 mins read
Europe Rapid Response Euro-zone HICP (July 2026) The small increase in headline inflation in July was largely due to higher energy inflation and is unlikely to change policymakers’ thinking significantly ahead of the ECB’s September policy meeting. 31st July 2026 · 2 mins read
Japan Economics Weekly Sales tax suspension adds to fiscal concerns While the government’s decision to press ahead with lowering the sales tax on food next year will reduce headline inflation sharply, we don’t think it will have major consequences for the outlook for... 31st July 2026 · 5 mins read
Australia & New Zealand Economics Weekly RBA is done hiking rates Underlying inflation in Q2 didn’t pick up nearly as much as the RBA had expected. Although the path to disinflation is likely to be bumpy, we think the Bank will judge policy sufficiently restrictive... 31st July 2026 · 5 mins read
Japan Rapid Response Japan Activity, Labour Market (Jun. 26) & Tokyo CPI (July 26) The June activity data suggest that GDP rose at a robust pace last quarter, while there are early signs that higher energy costs are feeding through to consumer prices. 31st July 2026 · 2 mins read
China Chart Pack China Chart Pack (July 26) At around 3.2% y/y, China’s growth in Q2 was over 1%-pt weaker than official figures suggest. But growth has held steady in the face of the Iran war. Exports have continued to surge, largely driven by... 30th July 2026 · 0 mins read
Global Economics Chart Pack Global Economics Chart Pack (July 2026) Global growth appears to be regaining momentum, led by the US among advanced economies. We expect this trend to continue, supported by strong AI investment despite the risk posed by renewed... 30th July 2026 · 1 min read
US Rapid Response US Personal Income & Spending (Jun. 2026) The smaller-than-expected 0.13% m/m gain in the core PCE deflator in June will be a welcome sight for Fed officials, though that still only translated to small decline in the annual rate to 3.3%, from... 30th July 2026 · 2 mins read
Africa Chart Pack Africa Chart Pack (Jul. 26) Economic growth in the region has been resilient in the face of the energy shock, and we think growth will accelerate from here. Although inflation rose last month, most central banks will be able to... 29th July 2026 · 0 mins read
Middle East & North Africa Chart Pack Middle East and North Africa Chart Pack (July '26) The renewed closure of the Strait of Hormuz and Houthi threats against Saudi Arabia will set back the nascent recoveries in the Gulf economies. And the downside risks to our forecast for a ~6%... 29th July 2026 · 1 min read
Australia & New Zealand Rapid Response Australia Consumer Prices (Q2/June 2026) With underlying inflation surprising to the downside in Q2, the RBA is unlikely to feel an urgency to hike rates in the near term. 29th July 2026 · 2 mins read
Latin America Rapid Response Brazil IPCA-15 (Jul. 2026) The drop in mid-month inflation in Brazil in July, to 4.5% y/y, is likely to provide scope for the central bank to deliver another 25bp interest rate cut at next week’s meeting, taking the Selic rate... 28th July 2026 · 2 mins read
Latin America Chart Pack Latin America Chart Pack (July 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The region’s performance in Q2 was a mixed bag but lower commodity prices, tighter... 28th July 2026 · 1 min read
Emerging Europe Chart Pack Emerging Europe Chart Pack (July 2026) The region appears to have come through the energy shock in good shape so far, with economic activity growing strongly in Q2 (Russia and Romania aside) and inflation falling below central banks’... 28th July 2026 · 1 min read
RBI Watch Inflation and FX concerns make August hike likely In contrast to the majority of analysts who are expecting no change, we think the Reserve Bank of India (RBI) will hike the repo rate by 25bp to 5.50% at the conclusion of next week’s Monetary Policy... 28th July 2026 · 7 mins read
