UK Economics Chart Pack UK Economics Chart Pack (Nov. 2026) While the economy has been remarkably resilient to higher interest rates and borrowing costs, the coming rise in CPI inflation is likely to dampen real GDP growth from 1.5% this year as a whole to 1.0... 4th November 2026 · 1 min read
Australia & New Zealand Rapid Response Australia Household Spending Indicator (September 2026) Household spending volumes rose at the same pace in Q3 as in the previous quarter, which suggests that consumption has yet to slow in response to weaker real income growth. 4th November 2026 · 1 min read
UK Economics Weekly Interest rate hikes and the two-speed economy The impending interest rate hikes from the Bank of England may exacerbate the two-speed economy by weighing on consumer spending by more than business investment. So over the next year or so, the... 30th October 2026 · 4 mins read
UK Economics Rapid Response UK Money & Lending (Sep. 2026) September’s money and lending figures suggest households are still cushioning the blow from higher energy prices by borrowing more and saving less, and that high mortgage rates continue to restrain... 29th October 2026 · 3 mins read
Australia & New Zealand Chart Pack ANZ Chart Pack (October 2026) Our ANZ Chart Pack has been updated with the latest data and our analysis of recent developments. Underlying inflation in Australia gained traction in Q3, while leading indicators suggest that it will... 29th October 2026 · 1 min read
RBA Watch Hawkish RBA will hike again for good measure With inflationary pressures unrelenting, the RBA will lift its cash rate by 25bp to an 18-year high of 4.85% at its November meeting. That hike will put policy settings well and truly into restrictive... 28th October 2026 · 8 mins read
Canada Rapid Response Canada Retail Sales (Aug. 2026) The broad-based rise in retail sales in August largely reflects a rebound from July rather than a genuine strengthening in consumer demand, though there were still signs in the data that households... 23rd October 2026 · 2 mins read
UK Economics Rapid Response UK Retail Sales & Consumer Confidence (Sep./Oct. 2026) October’s sharp fall in consumer confidence and the dip in retail sales volumes in September show that times are getting tougher for households just as the all-important festive period for retailers... 23rd October 2026 · 3 mins read
China Rapid Response China GDP (Q3) & Activity (Sep. 2026) The improvement in official GDP growth last quarter is at odds with the slowdown shown by our China Activity Proxy (CAP). But the September data do suggest that the economy regained momentum at the... 19th October 2026 · 3 mins read
US Rapid Response US Retail Sales (Sep. 2026) The muted rise in control group retail sales suggests that real consumption was little changed in September. While that still leaves real GDP growth on track to rise to a little over 3% annualised in... 15th October 2026 · 2 mins read
Japan Chart Pack Japan Chart Pack (October 2026) Our Japan Chart Pack has been updated with the latest data and our analysis of recent developments. There are no signs that higher interest rates are resulting in tighter financial conditions or... 13th October 2026 · 1 min read
UK Economics Weekly When should Burnham call a general election? To the extent that the economy matters in determining the timing of general elections and their result, our economic forecasts and the government's tax and spending plans imply that 2028 looks like a... 9th October 2026 · 5 mins read
Australia & New Zealand Economics Weekly New Zealand’s recovery will remain gradual National income data released this week showed that New Zealand households are still saving at a high rate. However, with real income growth slowing and housing wealth continuing to fall, they are... 9th October 2026 · 4 mins read
Europe Rapid Response Euro-zone Retail Sales (August 2026) The small rise in euro-zone retail sales in August suggests that consumption growth slowed in the third quarter compared to Q2. 6th October 2026 · 2 mins read
Canada Economics Weekly Higher yields add to the headwinds for consumers Higher yields are only a modest headwind for consumers but, at a time when real income growth is already slowing, they are another reason to expect weaker consumer spending growth in the coming... 2nd October 2026 · 5 mins read
US Rapid Response US Personal Income & Spending (Aug. 2026) The data dump today shows that core price pressures are slightly less firm than feared and provides some support to our view that the Fed will pause in October. Nonetheless, with economic activity... 30th September 2026 · 3 mins read
