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African and European Union
Italy: sustaining the unsustainable.
South Korea bad demographics but a strong, resilient economy
South Africa: deft management of inflation
Saudi Arabia Structural reforms but a lower oil price
Indonesia: aiming for high income status
UK: a corrugated economy
China: three big headwinds
Africa: Economic Overview
Canada – Mark Carney’s election win
Germany: a change of direction?
Turkey's prospects
Russia: military Keynesianism
Our Thoughts on the US Economy
Australia: the lucky country
Mexico: little growth in 2025 but good long-term potential
Japan: 2% inflation at last?
India: strong growth, low inflation but big structural challenges
Brazil: inflation nutters
EU: a steady erosion of growth potential.
France: problematic debt and political disaffection
Argentina: Milei's transformation
The G20
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