Europe Economics Update

Your questions on France answered

This Update answers the key questions that we received during this morning’s online Drop-in on the collapse of France’s government. (The recording is available here.) The key points are that while...

9th September 2025 · 5 mins read

Japan Economics Update

Change in Japan's government won’t keep BoJ from hiking

Markets appear concerned that Prime Minister Ishiba’s successor will put pressure on the Bank of Japan to keep interest rates low. But available precedents suggest that the Bank would not be easily...

8th September 2025 · 4 mins read

Asia Rapid Response

Indonesia’s Finance Minister Removed

The removal of Indonesia’s well-respected Finance Minister Sri Mulyani from her post will raise concerns that, in the wake of recent protests in the country, President Prabowo Subianto will seek to...

8th September 2025 · 2 mins read

Latin America Economics Weekly

Rubio in Lat Am, Brazil slows, Buenos Aires votes

Marco Rubio's trip to Latin America this week highlighted the US’s growing focus on the region - and particularly efforts to curb drug trafficking. The next thing to watch is Colombia's narcotics...

5th September 2025 · 9 mins read

Asia Economics Weekly

Deflation concerns should pass

Outside of China, there is no immediate threat of any other country in Asia falling into a prolonged period of deflation. Nevertheless, inflation across the region should remain low, which will give...

5th September 2025 · 5 mins read

Global Economics Focus

Fracturing in the Age of Trump

The global geopolitical map could have been redrawn by the end of Donald Trump’s second term. Some form of rapprochement between the US and China is conceivable in the next few years, as is a...

2nd September 2025 · 38 mins read

Asia Economics Update

Indonesia protests: assessing the economic fallout

The latest bout of unrest in Indonesia is unlikely to deliver a significant blow to the economy, but it is a symptom of underlying economic weaknesses and highlights political risks that could erode...

2nd September 2025 · 3 mins read

US Economics Weekly

Trump cooking up a storm at the Fed

This week the CBO published updated projections showing that tariffs are now expected to raise $3.3 trillion over the next ten years, which would almost exactly offset the impact of the budget...

29th August 2025 · 7 mins read

India Economics Weekly

Strong H1, additional US tariff comes in, Modi-Xi meeting

The strength of the Q2 GDP data leaves the economy on course to grow by 7% this year, but it is facing a more challenging 2026 as punitive US tariffs hit. Geopolitics will dominate the headlines next...

29th August 2025 · 3 mins read

China Economics Weekly

China spurns Nvidia as it plans domestic AI boom

Rather than welcoming improved access to Nvidia chips, Chinese officials are discouraging purchases and focusing on boosting domestic chip output. This dovetails with a wider AI+ plan, fleshed out...

29th August 2025 · 6 mins read

Australia & New Zealand Economics Weekly

Strong data out of Australia, Luxon’s faux pas

There are tentative signs that the Australian economy may be starting to heat up. We learnt that underlying inflation accelerated anew in July, while a new ABS survey showed that firms are becoming...

29th August 2025 · 5 mins read

Middle East & North Africa Economics Weekly

Saudi Vision 2030 & non-oil trade, Tunisia protests

A report from the Saudi statistics office this week provided further evidence that women are playing a greater role in the economy – one area where the Vision 2030 reforms have had significant success...

28th August 2025 · 6 mins read

Global Economics Update

Is the UK (or France) heading for an IMF bail-out?

The UK’s fiscal and balance of payments position may be far from a picture of health but speculation that it may be forced to turn to the IMF for a bailout is far-fetched. The risks are greater for...

27th August 2025 · 5 mins read

Middle East & North Africa Economics Update

Saudi Vision 2030: where do things stand with five years to go?

Saudi Arabia’s Vision 2030 reform programme passed the halfway mark last year and we published an in-depth Focus evaluating the progress so far. This Update takes a fresh look at how close the...

27th August 2025 · 5 mins read

Climate Economics Monthly

Climate Monthly: Tackling overcapacity; plastic pact bottled; beef-flation

Overcapacity in China’s solar industry is set to remain a significant concern for policymakers and leading firms – in both China and the West – as the latest plans to address excess production...

27th August 2025 · 5 mins read