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
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
China Economics Weekly President Xi’s US visit: Little beyond a short reprieve The lack of any tangible outcomes from the Trump-Xi summit, beyond a shorter-than-expected extension of the current trade truce, highlights the deep distrust between the two sides. While more... 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
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
Capital Daily Two points for markets on the US-China trade talks We think the contentious US-China trade negotiations are much more important for Chinese equities than US ones. Meanwhile, the current backdrop favours a further renminbi rally. 25th September 2026 · 4 mins read
Global Economics Update How China’s export surge has influenced DM inflation China’s influence on headline inflation in advanced economies has been much smaller than is often assumed, given the dominant weight of services in consumer spending. But its surging exports have had... 24th September 2026 · 5 mins read
Emerging Markets Economics Update Emerging Markets Capital Flows Monitor (Sep. 2026) High-frequency data suggest that the rise in US Treasury yields has triggered capital outflows from EMs. But so far at least, the shift has been relatively gradual. Taken together with strong external... 24th September 2026 · 2 mins read
Australia & New Zealand Economic Outlook Rate hikes nearing their end The RBA will deliver another 25bp hike in September, given continued stickiness in underlying inflation. But unlike markets we doubt further tightening will prove necessary. With the labour market... 23rd September 2026 · 20 mins read
Climate Economics Update Countering China Shock 2.0 will carry a climate cost China’s ability to produce and export green technologies at a low cost is a key driver of renewable and electric vehicle rollouts, including in the EU. As a result, efforts to now de-risk from China... 22nd September 2026 · 5 mins read
Japan Economic Outlook BoJ will lift rates to neutral level of 2% by mid-2027 Japan’s economy has coped with the energy shock well and we expect GDP growth to remain solid. While next year’s sales tax cut could result in inflation falling to very low levels, underlying... 21st September 2026 · 17 mins read
Canada Economics Weekly Carney opts for diversification over retaliation Ottawa sent a clear message this week that it will not engage in further escalation of the trade war with the US, looking past the recently announced import ban to instead focus on opportunities... 18th September 2026 · 4 mins read
China Economics Weekly President Xi’s US visit: What’s on the table? We doubt that next Thursday’s summit between Presidents Trump and Xi in Washington will deliver any major breakthroughs that change the trajectory of US-China relations. The two leaders will discuss a... 18th September 2026 · 5 mins read
