Global Economics
Find economic insights and analysis on the latest geopolitical and macroeconomic developments and their local and global implications.
Exclusive Banxico Preview: More inflationary risks
We expect Banxico to hold the overnight policy rate at 7.00% at the March 26 decision.
New Zealand Economic Update: March 2026
The Iran war is now in its fourth week and the critical Strait of Hormuz remains mostly closed to shipping...
Exclusive Energy at the Edge
We are raising our crude oil and natural gas price forecast after a deterioration to the prospect of any swift resumption of energy flows through the Strait of Hormuz.
Global Daily: It Takes Two to TACO
The Iran war rages on and energy importers in Asia continue to look nervously at their ‘days cover’ dashboards for liquid fuels...
Exclusive Energy Insights of the Week
Energy prices continue to climb as the war with Iran disrupts supply and unsettles global markets.
Global Daily: Look to America
US equity indices closed lower yesterday but were comparative outperformers against European and Asian counterparts, which were roundly brutalised.
The ECB prepares a warning shot
Reality is increasingly shifting towards the ECB’s worse case scenarios, with elevated inflation unless the ECB acts. We pencil in a 25bp rate hike in April.
Geopolitics and the impact of the war in Iran on Australia and the world
A discussion on the impact of the war in Iran and wider geopolitical implications on Australia’s and New Zealand’s economy and agriculture.
Global Daily: Escalate to immolate?
It takes a pretty big development to push the BOC, the FOMC, and the upcoming BOJ, BOE, and ECB meetings off the financial front pages - but yesterday’s and this morning’
FOMC still expects to cut once this year
As widely expected, the FOMC remained on hold at the March 17-18 meeting. Governor Miran dissented again.
Exclusive Bank of Canada Post-Decision Report: Between more rocks...
On March 18, the Bank of Canada released its decision to maintain the overnight policy rate at 2.25%, as had been fully priced in by the market.
Exclusive Semana decisiva em meio às incertezas geopolíticas
Externamente, a IEA autorizou a liberação recorde de 400 milhões de barris de petróleo das reservas emergenciais para conter a alta dos preços causada pela guerra no Or