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
Canada Rapid Response Canada GDP (Aug. 2026) The unchanged GDP reading in August and projected 0.1% m/m fall in September implies that the economy grew by 1.3% annualised in the third quarter. This is not only far below the Bank of Canada’s... 30th October 2026 · 2 mins read
Latin America Rapid Response Mexico GDP (Q3 2026 Provisional) The 0.9% q/q rise in Mexico’s GDP in Q3 confirms that the economy has maintained good momentum and we think that the tone of Banxico’s communications at next week’s meeting will be much less dovish... 30th October 2026 · 2 mins read
Asia Economics Weekly Why is Korea lagging behind Taiwan? Korea and Taiwan both recorded strong export-led growth in the third quarter, but Taiwan significantly outperformed, with GDP expanding by 14.4% y/y against 3.4% in Korea. This largely reflects Taiwan... 30th October 2026 · 6 mins read
Europe Rapid Response Euro-zone GDP (Q3 2026) The continued growth of the euro-zone economy in Q3 shows that households and businesses have not pared back their spending due to the Iran war. We think the economy will continue to grow steadily in... 30th October 2026 · 2 mins read
Emerging Europe Rapid Response Czech & Hungary GDP (Q3) & Poland CPI (Oct.) The preliminary Q3 GDP figures out of Czechia and Hungary were on the disappointing side, although we expect growth in both economies to accelerate in the coming quarters. The Czech figure still... 30th October 2026 · 2 mins read
Japan Rapid Response Japan Activity & Labour Market (Sep. 26), Tokyo CPI (Oct. 26) The end-month data rush shows that economic activity is holding up, the labour market remains very tight and inflation continues to strengthen. Accordingly, we’re sticking to our forecast that the... 30th October 2026 · 2 mins read
Global Economics Chart Pack Global Economics Chart Pack (October 2026) The world economy remains resilient, with business surveys suggesting that growth has accelerated in recent months. World trade is expanding strongly, helped by the AI buildout, while consumption has... 29th October 2026 · 1 min read
Africa Economics Update South Africa’s GDP upgrade flatters economic challenges The revisions to South Africa’s historic GDP data mean the economy is now 5% larger, at $450bn, than previously estimated, which lowers headline public finance ratios. However, this will not change... 29th October 2026 · 3 mins read
Latin America Economics Update Brazil’s market rout threatens growth more than inflation The post-election fall in the Brazilian real is likely to add only modestly to inflation over the next year. The bigger concern is the sharp rise in bond yields which, if sustained, threatens to... 29th October 2026 · 4 mins read
US Rapid Response US Personal Income & Spending (Sep. 2026) & GDP (Q3 2026) The strong Q3 GDP and September PCE outturns validate the Fed’s assessment that economic activity is strong and price pressures remain elevated. That said, the slowdown in consumer spending in... 29th October 2026 · 3 mins read
Europe Rapid Response Euro-zone EC Survey (October 2026) The small fall in the Economic Sentiment Indicator in October leaves it consistent with solid GDP growth in Q4 and suggests that the economy may be holding up a little better than implied by the PMIs... 29th October 2026 · 2 mins read
China Chart Pack China Chart Pack (Oct. 2026) Our China Activity Proxy suggests that growth weakened further in Q3, in contrast to official figures which showed growth picking up. Exports continued to outperform on the back of strong AI and green... 29th October 2026 · 1 min read
Asia Economics Update AI boom insulating Asia from the energy shock, for now Asia has proved surprisingly resilient to the energy price shock triggered by the war in Iran. Subsidies and price controls have shielded consumers from much of the increase in global energy prices... 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
