Canada Rapid Response Canada GDP (Jul. 2026) The unchanged GDP reading in July and small projected rise in August should mean GDP growth slowed to around 1.4% annualised in the third quarter, given the weakness we expect this month amid the hit... 29th September 2026 · 2 mins read
Europe Rapid Response EC Economic Sentiment Indicator (September) The euro-zone’s Economic Sentiment Indicator fell slightly in September but was still at a level consistent with steady growth. With price pressures in services reasonably well contained we still... 29th September 2026 · 2 mins read
Australia & New Zealand Economics Update RBA keeps its options open after hawkish hike The RBA hiked rates as expected and kept the door open to further tightening. We still think the cash rate has peaked, as the cooling labour market should help reduce capacity pressures. However, the... 29th September 2026 · 3 mins read
Australia & New Zealand Rapid Response Australia Household Spending Indicator (Aug. 26) The weakness in household spending in August suggests that the recent acceleration in consumption is already losing momentum. That probably won’t prevent the RBA from hiking rates at its meeting later... 29th September 2026 · 2 mins read
Africa Chart Pack Africa Chart Pack (Sep. 26) Growth in Sub-Saharan Africa should remain resilient despite high energy prices and tighter global financial conditions. We’re optimistic relative to the consensus on growth in much of the region... 28th September 2026 · 0 mins read
Global Economics Chart Pack Global Economics Chart Pack (September 2026) The world economy has gained momentum in Q3. Business surveys have improved, trade is booming amid the AI buildout, and consumption has been resilient to high energy prices. Meanwhile, jobs growth has... 28th September 2026 · 1 min read
Latin America Economics Update How would a diesel export ban affect Latin America? A US diesel export ban would be particularly disruptive for Latin America as the region is reliant on the US for supply and has large diesel-intensive sectors, including road freight transport... 28th September 2026 · 3 mins read
UK Economic Outlook Near-term pain, better times ahead The ongoing energy price shock is a further temporary setback to the UK economy rather than a permanent blow. If we’re right that over the next year the economy and labour market won’t be strong... 28th September 2026 · 14 mins read
China Chart Pack China Chart Pack (Sep. 2026) Our China Activity Proxy suggests that growth slowed further to just 1.3% y/y in August. This reflects lingering typhoon disruptions and continued weakness in fiscal spending, with local governments... 28th September 2026 · 1 min read
US Economics Weekly The Fed is unlikely to go as far as markets expect While the commentary from Fed officials this week suggests there is broad agreement on the FOMC that it has more near-term work to do, we are not convinced that the committee will tighten policy by as... 25th September 2026 · 6 mins read
Canada Economics Weekly How much excess capacity actually is there? Signs that the output gap could be widening suggest firms will continue to struggle to pass on higher input costs to consumers. This supports our view that investors have gotten ahead of themselves in... 25th September 2026 · 4 mins read
Africa Economics Weekly Ethiopia conflict, Nigeria cuts rates, SA hikes This week’s renewed fighting raises the risk of Ethiopia sliding back into civil war, threatening what had up to now looked like strong growth prospects. Elsewhere, Nigeria’s large 350bp rate cut... 25th September 2026 · 5 mins read
Africa Economic Outlook Africa resilient but pockets of vulnerability remain Growth in Sub-Saharan Africa should remain resilient despite high energy prices and tighter global financial conditions. We’re positive relative to the consensus on growth in much of the region... 25th September 2026 · 19 mins read
Latin America Economics Weekly BanRep to hike, Mexican growth, Brazil’s election race The recent global bond market sell-off and rise in risk premia on Colombian assets is likely to shift BanRep's board in a more hawkish direction at next Wednesday's meeting. We now expect the central... 25th September 2026 · 5 mins read
Europe Economics Weekly Further diesel shock on the way? President Trump’s proposed ban on diesel exports has the potential to cause another diesel shock in Europe in the coming weeks – pushing prices up by as much as another 50%. While we suspect any ban... 25th September 2026 · 6 mins read
China Economic Outlook Near-term relief but headwinds remain Stronger fiscal spending should lift growth over the final months of the year. But we expect growth to slow further over the medium term. 25th September 2026 · 16 mins read
