Emerging Europe Chart Pack Emerging Europe Chart Pack (June 2026) Our Emerging Europe Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The region has come through the energy shock relatively unscathed, and the... 24th June 2026 · 1 min read
China Economic Outlook Growth to pick up, but imbalances will persist China’s growth should pick up over the second half of this year as fiscal support ramps up. But domestic overcapacity will remain entrenched, leaving China’s economy reliant on exports for growth. 24th June 2026 · 16 mins read
Latin America Chart Pack Latin America Chart Pack (June 2026) Our Latin America Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The US-Iran deal and fall in oil prices reduces the tailwind for the region’s... 24th June 2026 · 1 min read
Latin America Rapid Response Mexico Bi-Weekly CPI (Jun. 2026) The larger-than-expected fall in Mexican inflation, to 3.6% y/y in the first half of June will further ease any pressure on Banxico to raise interest rates in the near term. And the statement at... 24th June 2026 · 2 mins read
Middle East & North Africa Economic Outlook Effects of the Iran war will be felt for years to come The re-opening of the Strait of Hormuz will trigger a recovery in the Gulf economies, but the damage already inflicted means these economies will still record sharp falls in GDP over this year as a... 23rd June 2026 · 17 mins read
Europe Economic Outlook One and done for the ECB Provided that the deal to re-open the Strait of Hormuz results in a sustained recovery in energy flows, the damage to economic activity in the euro-zone will prove to be mild and brief. Excluding... 23rd June 2026 · 25 mins read
UK Economic Outlook Fall in inflation to 2.0% in 2027 to trigger rate cuts We doubt the Bank of England will follow in the footsteps of some other central banks by raising interest rates. In fact, our economic forecasts are consistent with it cutting rates from 3.75% to 3.00... 23rd June 2026 · 15 mins read
Emerging Europe Economics Update Dovish MNB keeps the door wide open for further cuts The communications that followed the Hungarian central bank’s (MNB’s) decision to cut the base rate earlier today support our view that there’s a clear path for further easing in the coming months. We... 23rd June 2026 · 3 mins read
Emerging Europe Rapid Response Hungary Interest Rate Announcement (June 2026) 23rd June 2026 · 2 mins read
India Economic Outlook RBI will need to hike interest rates before long The energy shock has taken a toll on India’s economy but GDP growth should still average around 6.5% in 2026-27, an enviable rate by global standards. Rising food prices on account of a weak monsoon... 23rd June 2026 · 16 mins read
Japan Economic Outlook BoJ will lift rates to neutral level of 2% by end-2027 The economy will lose some momentum over the coming quarters as higher inflation weighs on real household incomes. But the Bank of Japan will be more worried about the upside risks to inflation and we... 23rd June 2026 · 18 mins read
Global Economics Chart Pack Global Economics Chart Pack (June 2026) The ceasefire has pushed us closer to our baseline scenario in which a return of energy flows through the Strait of Hormuz limits the economic damage from the conflict and allows global inflation to... 22nd June 2026 · 1 min read
Europe Economics Update No more ECB rate hikes? We have revised down our forecasts for oil and gas prices in light of developments in the Iran war and, as a result, are forecasting slightly lower inflation than we’d previously assumed. Our new base... 22nd June 2026 · 3 mins read
Capital Daily Strait jitters, bond divergence, and more UK politics Renewed US-Iran tensions have caused a bit of concern in markets at the start of the week, but as long as negotiations press ahead, global bonds could continue to diverge both from oil prices and from... 22nd June 2026 · 6 mins read
