Africa Economics Weekly Nigeria reforms, Ghana and Kenya inflation President Tinubu used his Independence Day address this week to talk up recent improvements in GDP growth and the balance of payments position. He also celebrated the jump in tax revenue this year... 3rd October 2025 · 5 mins read
Emerging Europe Economics Weekly Czech election nears, awaiting a fiscal impulse The Czech parliamentary election kicks off today, with opposition populist party ANO set to gain the most number of seats. Depending on its actual vote share, the only way it may be able to form a... 3rd October 2025 · 7 mins read
Europe Economics Weekly No sign of China import flood; Italy deficit back at 3% The latest data show that there is little sign of a flood of cheap Chinese goods hitting the euro-zone as a result of US tariffs. Meanwhile, the new deficit projections released by the Italian... 3rd October 2025 · 7 mins read
Middle East & North Africa Economics Weekly OPEC+ meeting, Saudi 2026 Budget, MENA’s debt splurge This weekend’s OPEC+ meeting is likely to see the group agree to a further unwinding of oil production cuts in November, with some suggestions it could be one of the most aggressive moves yet... 2nd October 2025 · 7 mins read
Latin America Economics Update Brazil: election could derail recent fiscal progress Brazil’s government has brought its primary budget more or less back into balance over the past year, which has helped to improve investor confidence and drive a rally in Brazilian bonds. But... 2nd October 2025 · 5 mins read
Emerging Markets Economics Update Fiscal realities now biting in some major oil producers The 2026 budgets announced in Russia and Saudi Arabia in the past week point to significant fiscal tightening following declines in oil revenues and budget blowouts this year. Pressures for fiscal... 2nd October 2025 · 4 mins read
Europe Economics Update Will Europe’s populists copy Italy’s fiscal restraint? In principle, the relatively cautious fiscal policy that Giorgia Meloni’s government has followed in Italy offers a model that other right-wing populist parties could follow. But in practice, with the... 2nd October 2025 · 5 mins read
Global Economic Outlook US leads, others lag, in uneven global economy The global economy will grow by a solid yet unspectacular 3% in 2026-27, but the sources of growth are becoming increasingly unbalanced. The US will be the best performing major advanced economy, as... 2nd October 2025 · 45 mins read
Event Drop-In: China Outlook – Can policy reverse economic weakness? 9th October 2025, 9:00AM BST Our proprietary China Activity Proxy shows growth running well below the official figures.
Emerging Europe Economics Focus The macro implications of the Czech election The latest polling ahead of the Czech parliamentary election this weekend suggests that the right-wing populist opposition party, ANO, will gain the highest share of votes and may form a coalition... 1st October 2025 · 17 mins read
Europe Economics Update Will Italy’s good fiscal performance continue? Italy’s public finances have held up better than expected over the past two years or so despite the economy remaining sluggish. That is partly due to policies that pre-date Giorgia Meloni’s government... 1st October 2025 · 4 mins read
US Economics Update Economy to be largely unaffected by shutdown Most government shutdowns have a negligible macroeconomic impact, often lasting just a day or two, and this one might be no different. Even if it drags on, the effects should remain modest, with... 1st October 2025 · 5 mins read
Middle East & North Africa Economics Update Saudi forced to step up austerity as low oil prices bite Following the publication of Saudi Arabia's full 2026 Budget today, we have provided this updated analysis Saudi Arabia officially approved its 2026 Budget earlier today and, while the headline... 30th September 2025 (Updated 2nd December 2025) · 5 mins read
Emerging Markets Economic Outlook Slower growth to trigger more rate cuts EM growth has been resilient to US import tariffs, but headwinds from fiscal tightening, softer labour markets and (for some) lower commodity prices will drag growth down over the coming year. Most of... 30th September 2025 · 26 mins read
Latin America Economics Focus Will Sheinbaum turn Pemex around? President Sheinbaum’s approach to tackling the woes of state oil company Pemex are, encouragingly, more comprehensive than those of her predecessor Amlo. But it seems unlikely that the government will... 30th September 2025 · 13 mins read
Africa Chart Pack Africa Chart Pack (Sep. 25) Growth across Sub-Saharan Africa is set to pick up over the next couple of years helped by a more stable macro environment, lower inflation and looser monetary policy, with many central banks set to... 30th September 2025 · 0 mins read
