US Economics Update Fed holds as markets struggle to get a handle on Warsh The Fed left its key policy rate unchanged at 3.50%-3.75% with almost zero changes to the statement, but three hawkish dissents from regional bank presidents Lorie Logan, Neel Kashkari and Beth... 29th July 2026 · 3 mins read
US Rapid Response US Fed Policy Announcement (Jul. 2026) The Fed left its key policy rate unchanged at 3.50%-3.75% with almost zero changes to the statement, but three hawkish dissents from regional bank presidents Lorie Logan, Neel Kashkari and Beth... 29th 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
US Economics Update Labour market conditions likely to tighten again The immigration crackdown has not generated widespread labour shortages, even in those sectors most exposed. Nonetheless, if we are right to expect stronger labour demand in the coming quarters, then... 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
Capital Daily Central bank meetings and tech earnings in focus Government bond yields have dropped back today after last week’s surge, as oil prices have retreated again amid signs of easing tension in the Middle East. Equities have welcomed the respite, too... 27th July 2026 · 5 mins read
Asia Economics Update MAS tightens policy, further moves unlikely Singapore today unexpectedly tightened monetary policy, but the communications from the central bank suggest that further tightening is unlikely in the near term. Although growth should remain strong... 27th July 2026 · 3 mins read
Asia Rapid Response Bank Indonesia governor exit raises concerns over central bank independence 27th July 2026 · 2 mins read
Latin America Economics Weekly Mexico’s GDP rebound, smooth(ish) USMCA talks GDP data from Mexico due out next Thursday are likely to show that the economy rebounded last quarter after a contraction in Q1, which may quell some of Banxico's dovish talk. Further out, the outlook... 24th July 2026 · 6 mins read
