China Rapid Response China Activity & Spending (Jul. 2026) After regaining some ground at the end of Q2, China's economy lost momentum again last month. The silver lining is that the boost to manufacturing activity from AI capex continued to build, and that... 17th August 2026 · 2 mins read
Japan Rapid Response Japan GDP (Q2 26 Preliminary) GDP expanded at a decent pace in Q2 and with the government still limiting the pass-through from higher energy prices that should remain the case across the second half of the year. 17th August 2026 · 2 mins read
US Economics Weekly Fed’s next move a hike, but not in September The tameness of the price data for July means we are dropping our call for the Fed to raise interest rates in September. Nonetheless, we are not convinced that the conditions are in place for core... 14th August 2026 · 6 mins read
Canada Economics Weekly Prospects improve for a deal to avert 50% tariffs Reports this week that the US is willing work with Canada to reduce, though not fully eliminate, some of its sector-specific tariffs make us slightly more confident that the 50% Section 338 tariffs... 14th August 2026 · 5 mins read
UK Economics Weekly Heatwaves pose bigger risks to inflation than activity Heatwave-related impacts on near-term activity are likely to be sector-specific, short-lived, and therefore have only a small influence on aggregate GDP. This summer’s scorching temperatures pose a... 14th August 2026 · 8 mins read
Emerging Europe Economics Weekly Q2 GDP wrap-up, Turkish monetary easing incoming? The raft of Q2 GDP figures out of Central and Eastern Europe highlighted that the region weathered the energy shock reasonably well but also that there’s a wide divergence in performances across the... 14th August 2026 · 5 mins read
Europe Economics Weekly Why has the euro-zone economy kept growing? Data published this morning confirmed that euro-zone GDP continued to grow around its trend rate in Q2, despite a sharp rise in energy prices. We forecast that the energy import bill will fall back in... 14th August 2026 · 5 mins read
Canada Rapid Response Canada Manufacturing Sales (Jun. 2026) Another broad-based rise in manufacturing sales in June poses upside risks to an already punchy second-quarter GDP estimate and, paired with recent strength in the labour market, leaves soft core... 14th August 2026 · 2 mins read
Asia Economics Weekly Singapore’s AI boom, test for Bank Indonesia GDP figures published this week confirm that Singapore’s economy is booming, with growth being driven by the global AI investment cycle and surging demand for electronics. But the boom is not... 14th August 2026 · 6 mins read
Europe Rapid Response Euro-zone GDP & Employment (Q2 2026) The euro-zone economy continued to grow around its trend rate in the second quarter, despite the rise in energy prices. We expect GDP to keep expanding at a moderate pace in the second half of the... 14th August 2026 · 2 mins read
Europe Rapid Response Swiss Flash GDP (Q2 2026) The surge in sporting event adjusted GDP in Q2 shows that the Swiss economy shrugged off the increase in energy prices. With timelier survey data looking strong too, the economy looks set to put in... 14th August 2026 · 2 mins read
Middle East & North Africa Economics Weekly Iran economy under pressure, Egypt rate cuts coming US efforts to squeeze the Iranian economy via the blockade are having some effect, but it remains uncertain whether this will be enough to result in larger concessions from the Iranian regime... 13th August 2026 · 6 mins read
India Economics Focus Is India adapting to the AI revolution? Recent job losses in the outsourcing sector have fuelled fears about the negative macro impact of artificial intelligence (AI) on India’s economy. But the services sector as a whole appears to be... 13th August 2026 · 10 mins read
Europe Economics Update Energy-intensive industrial production set to fall further Production in the euro-zone’s most energy-intensive manufacturing sectors rose in March and April, despite the jump in oil and natural gas prices. This is because firms’ gas and electricity costs did... 13th August 2026 · 3 mins read
Emerging Europe Rapid Response Poland GDP (Q2 2026) The acceleration in Polish GDP growth to 0.9% q/q in Q2 underscores that the economy has come through the energy shock in good health and remains an outperformer within Europe. This strong growth is... 13th August 2026 · 2 mins read
