India Rapid Response India GDP (Q1 2026) The GDP data for Q1 (Q4 of FY25/26) show that India’s economy continued to grow at a very healthy clip, and more timely indicators point to resilience in the face of the energy shock. There is little... 5th June 2026 · 2 mins read
Japan Economics Weekly Japan edges closer to policy normalisation BoJ Governor Ueda strongly hinted this week that a rate hike is imminent, with policymakers growing concerned about falling behind the inflation curve. With wage growth remaining historically strong... 5th June 2026 · 4 mins read
Australia & New Zealand Economics Weekly RBA alert to inflation risks even as growth softens The Australian economy slowed noticeably in Q1. Although private demand appeared resilient, thanks largely to the data-centre construction boom, the weakness in household consumption remains a cause... 5th June 2026 · 4 mins read
Middle East & North Africa Economics Weekly Green shoots, new pipelines High-frequency data published this week provide tentative signs that the slump in the Gulf economies has started to ease. But activity is at depressed levels and the Gulf will probably record its the... 4th June 2026 · 6 mins read
Global Economics Update Services still bearing the brunt of Iran war fallout The latest batch of PMIs suggests that industry has been buoyed by precautionary stockbuilding and the AI boom, while consumer-facing services have taken a hit in many economies. At the global level... 3rd June 2026 · 4 mins read
US Rapid Response US ISM Services Index (May 2026) Strong services price pressures will add to Fed’s concerns The rise in the ISM Services Index in May, together with the latest rise in the manufacturing index, suggests that the economy is enjoying... 3rd June 2026 · 2 mins read
Middle East & North Africa Economics Update Egypt: weathering the storm Past shocks – domestic and external – have tended to lead to large falls in Egypt’s currency and a sharp slowdown in growth. But the economy looks better placed to weather the current spillovers from... 3rd June 2026 · 3 mins read
UK Economics Chart Pack UK Economics Chart Pack (Jun. 2026) While we suspect the labour market is too weak to generate big second-round effects, the inevitable rise in CPI inflation from 2.8% in April to a peak of 4.0% early next year under our baseline... 3rd June 2026 · 1 min read
China Rapid Response China PMIs (May 2026) The PMIs suggest that China’s economy accelerated in May, with the import price shock from the Iran war moderating, external demand holding up well and AI-related spending boosting services activity. 3rd June 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia GDP (Q1 2026) The weakness in the Q1 GDP print belies the fact that domestic demand was still growing at a healthy clip. Even so, it increasingly looks like the RBA won’t be in a rush to resume its tightening cycle... 3rd June 2026 · 2 mins read
Africa Economics Update Ghana: Fiscal, monetary policy to act as a shock absorber Higher crude oil revenues are likely to allow Ghana’s government to loosen fiscal policy which, taken together with the lagged impact of the large monetary easing cycle, should support the economy. We... 2nd June 2026 · 4 mins read
Emerging Europe Economics Update Hungary: the next hurdles for unlocking EU funds The European Commission’s agreement in principle to unlock €16.4bn of frozen EU funds marks a major step forward for Hungary and would significantly improve the economic outlook. But disbursement is... 2nd June 2026 · 3 mins read
Latin America Economics Update The price of free time in Latin America Latin America is seeing a wave of labour market reforms that reduce maximum working hours with no reduction in compensation, which could raise inflation and reduce competitiveness. It appears most... 2nd June 2026 · 5 mins read
India Economics Update Which states have the brightest manufacturing prospects? Recent free-trade deals are likely to reinforce rather than reshape the hierarchy of manufacturing ambitions in India. Gujarat and Tamil Nadu remain the states with the strongest medium-term growth... 2nd June 2026 · 3 mins read
Emerging Markets Economics Update EM industry holding up, price pressures remain strong The EM manufacturing PMI for May suggests that industrial activity remains relatively robust amid the ongoing energy price shock, particularly in Asia where the impact has been offset by booming... 1st June 2026 · 2 mins read
Africa Economics Update Ethiopia: what to expect from Abiy’s next term Ethiopia’s Prime Minister Abiy Ahmed and his Prosperity Party will almost certainly win the election taking place today but the next administration faces a host of challenges. The government still... 1st June 2026 · 7 mins read
