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  • 26-Apr – Central banks in the spotlight [Correction] - Updated Fri April 26, 2013

    • This supersedes the version dated 25 April 2013. Corrects India repo rate levels on pages 1, 2 and 8. • The RBI looks set to cut the repo rate by 25bps • No surprises expected from the FOMC meeting • We expect the ECB to cut the refi rate by 2...

  • 01 June – From politics to central banks - Updated Thu May 31, 2012

    • China data expected to show inflation and growth moderating in May • South Korea and Australia likely to leave interest rates on hold • We expect rate cuts in Uganda and Kenya • European Central Bank could leave a window open for future action...

  • 04 May – European voters have their say - Updated Thu May 3, 2012

    • Elections in France, Greece, Germany and Italy add to uncertainty • Rising European unemployment is raising the political temperature • UK needs more QE soon, but the BoE will likely wait another month • China’s economy still on track to troug...

  • 27 April – Watching for ECB signals - Updated Thu April 26, 2012

    • ECB to be closely watched for hints of easing in Q2 • RBA to cut rates by 25bps on weaker output and inflation • US payrolls and ISM surveys to dominate the data calendar • Colombia and Thailand expected to keep monetary policy unchanged ...

  • 20 April – Policy-making and politics - Updated Thu April 19, 2012

    • G20 will discuss boosting IMF funds as euro-area stresses return • FOMC, Bernanke press conference, Q1-2012 GDP in focus in the US • BoJ set to expand its asset-purchase programme • The French presidential election kicks off a series of euro-a...

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In Media

Global Focus - The world in transition

The world economy is in transition. Global growth rates are picking up, but transition means elevated risks and volatility. In terms of global implications, all eyes will be on the US and China, with the US normalising monetary policy and China rebalancing its economy.