Europe Economics Weekly German political uncertainty rising; ECB to hike again The strong showing of the Alternative for Germany (AfD) in Germany's state elections is likely to reinforce the difficulties that the federal government faces in implementing reforms and containing... 11th September 2026 · 5 mins read
Latin America Economic Outlook Stuck in the slow lane Tight fiscal stances, deteriorating terms of trade and weakening labour markets mean that Latin American economies will continue to struggle and we think regional growth will come in below 2% in the... 10th September 2026 · 21 mins read
China Economics Focus China’s export gains go beyond strategic goods Concerns abroad about China’s surging exports have largely focused on “strategic sectors”. Less acknowledged is that China has been gaining significant global market share across the board, including... 10th September 2026 · 5 mins read
Canada Economics Update Trump ups the ante with import ban on Canada President Trump’s import ban covers only 0.25% of Canada’s exports to the US and will have little effect on either economy. Nonetheless, Trump’s willingness to impose an import ban is further evidence... 9th September 2026 · 4 mins read
Australia & New Zealand Economics Update NZ Labour’s tax plan risks delaying housing rebound Opinion polls suggest that New Zealand’s Labour party has a path back to power in November’s general election. Labour’s plan to introduce a capital gains tax on residential investment property risks... 8th September 2026 · 4 mins read
Latin America Economics Update Brazil’s election: the state of play one month out Brazil’s presidential election race has tightened sharply, with polls now pointing to a close run-off between Lula and Flávio Bolsonaro. The candidates offer markedly different economic and foreign... 3rd September 2026 · 3 mins read
China Economics Weekly PBOC leans against RMB gains, sanction risks limited The premium between the renminbi spot rate and the PBOC’s daily fix is now at its largest in over a decade, a sign that the central bank is becoming more resistant to further appreciation. The PBOC is... 28th August 2026 · 5 mins read
Middle East & North Africa Economics Weekly Egypt at centre of US-China AI tussle, Iran-Oman deal Egypt's decision over whether to have the US or China build a data centre could have ramifications for the country’s broader ties with the two superpowers and provide a framework for other EMs facing... 27th August 2026 · 5 mins read
Latin America Economics Update Argentina’s uneven growth to persist Growth in Argentina’s economy remains unbalanced and we think that large parts of it (outside mining and agriculture) will continue to struggle over the rest of Milei’s term due to fiscal tightening... 25th August 2026 · 4 mins read
Middle East & North Africa Economics Weekly Saudi-UAE tensions, UAE-Iran trade ties, Egypt spreads Reports that Saudi Arabia has increased monitoring of financial transactions with the UAE appears to be part of growing geopolitical competition between the two countries. The macro impact should be... 20th August 2026 · 5 mins read
Emerging Markets Economics Update BRICS summit will again highlight lack of cohesion The upcoming BRICS summit in New Delhi will be billed by India as an effort to give the expanded grouping a more practical and constructive role in the global economy. But differences over the Iran... 19th August 2026 · 3 mins read
India Economics Weekly Russian oil imports surge, inflation expectations rising The goods trade data for July released this week show that Russia now accounts for more than half of India’s crude oil imports, the highest share on record. But that economic relationship could be... 14th August 2026 · 3 mins read
Asia Economics Update Indonesia – welcome signs of improvement The nomination today of Bank Indonesia’s senior deputy governor, Destry Damayanti, as the sole candidate to replace Perry Warjiyo is a welcome development. It should help ease concerns over the... 10th August 2026 · 3 mins read
Asia Economics Update New Thai government is squandering a rare chance for reform Thailand’s re-elected government began its new term with a strong mandate and a rare opportunity to pursue structural reform to boost long-term growth. Six months on, that opportunity risks being... 10th August 2026 · 3 mins read
Latin America Economics Weekly What next for BanRep?, Argentina’s China ties One immediate macro impact of the change of government in Colombia later today will be on monetary policy, and a more hawkish central bank stance is on the cards in the near term. Elsewhere, the... 7th August 2026 · 5 mins read
Global Economics Focus The Tariff State of Play This Focus provides a detailed analysis of recent changes in US tariff policy and discusses what future changes are likely. It addresses some key questions about how the new Section 301 and Section... 7th August 2026 · 19 mins read
