Emerging Europe Economics Weekly Emerging Europe Weekly: A brief sigh of relief in Romania, CEE wage growth Nicusor Dan's victory in Romania’s presidential election on Sunday triggered a relief rally in the country’s financial markets, but we think it is difficult to take an optimistic view on the outlook... 23rd May 2025 · 8 mins read
Latin America Economics Weekly Latin America Weekly: Brazil’s robust Q1, Milei’s victory, Panama protests Data out of Brazil next week are likely to show that the economy rebounded in Q1 and inflation rose in the first half of May, supporting the case for the central bank to deliver one final rate hike in... 23rd May 2025 · 5 mins read
Latin America Economics Update Lat Am elections: about to shift back to the right? The low public support for (left-wing) incumbents in many of Latin America’s largest economies, taken together with weak public finances, suggests that the wave of the upcoming elections could act as... 21st May 2025 · 8 mins read
Asia Economics Focus Korea: trade deal, fiscal stimulus priorities for next president Given the widespread public anger toward the impeached former president Yoon Suk Yeol of the People’s Power Party (PPP), following his botched attempt at declaring martial law, Lee Jae-myung of the... 21st May 2025 · 12 mins read
Emerging Europe Economics Update Romania & Poland Presidential Election Results The unexpected victory for centrist candidate, Nicusor Dan, in the second round of Romania’s presidential election on Sunday marks a major comeback against the far-right, and will ease concerns about... 19th May 2025 · 3 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Romania and Poland at crossroads The polls ahead of presidential elections in Romania and Poland this Sunday point to diverging political paths for the two largest economies in Central and Eastern Europe over the coming years. A... 16th May 2025 · 6 mins read
Europe Economics Update Portugal election to lead to policy continuation Next week’s election in Portugal is likely to have little impact on the country’s economic prospects, not least because it looks like it will be a repeat of last year’s election results. Regardless of... 9th May 2025 · 4 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Romania on the rocks after election re-run The strong showing for far-right nationalist, George Simion, in the first round of Romania’s rescheduled Presidential election on Sunday has deepened the country’s political crisis, and the fallout in... 9th May 2025 · 9 mins read
Emerging Europe Rapid Response Romania Presidential Election (1st Round) Far-right candidate George Simion emerged as the clear frontrunner in the first round of Romania’s rescheduled presidential election and is now the favourite to win the second round on 18 th May. His... 5th May 2025 · 2 mins read
Australia & New Zealand Rapid Response Australia Federal Election The Australian Labor party, led by Prime Minister Anthony Albanese, is cruising towards victory in yesterday’s federal election. Given that our forecasts assumed policy continuity, we are inclined to... 4th May 2025 · 2 mins read
Emerging Europe Economics Weekly Emerging Europe Weekly: Russia heading to recession? Romania election re-run The latest data out of Russia suggest that the economic slowdown we expected is happening more abruptly than we thought likely. A technical recession over the first half of this year is now a clear... 2nd May 2025 · 8 mins read
Australia & New Zealand Economics Weekly ANZ Weekly: Inflation risks remain two-sided, Labor leads in polls With underlying inflation having returned to its 2-3% target range in Q1, the RBA is all but certain to cut rates by 25bp at its meeting later this month. However, given that timely data point to... 2nd May 2025 · 5 mins read
Climate Economics Monthly Tariffs and green tech; Canada’s “carbon tax” election New US tariffs announced this month will raise the cost of green technologies and add to the growing list of headwinds facing the green transition under President Trump. Meanwhile, the Liberals’... 30th April 2025 · 5 mins read
Emerging Europe Economics Update Five questions on Romania’s rescheduled election This Update answers five key questions on Romania’s rescheduled presidential election, the first round of which takes place on Sunday 4th May. A victory for far-right frontrunner George Simion would... 29th April 2025 · 5 mins read
Australia & New Zealand Economics Update A primer on Australia’s general election The upcoming federal election on 3rd May appears likely to result in a hung parliament. Although the ruling Labor party’s recent uptick in the polls suggest that it is in pole position to form a... 16th April 2025 · 6 mins read
