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The Week Ahead - 25 August - 5 September 2025
- Macro economy
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These are the Key Macro Events for the upcoming 2 weeks.
China - After resilience comes the slowdown … and more support
- Macro economy
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Q2 GDP data showed a remarkable resilience, with exports holding up despite tariff war … but recent activity data confirm domestic imbalances, and weakening growth momentum. Beijing focuses on ‘excessive competition’; additional demand support still likely.
Global Monthly - Bracing for impact
- Macro economy
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The tariff deals the US struck over the summer have averted a worst case scenario for the global economy. The impact of tariffs remains uncertain, and depends on how, when and where businesses pass on the tariffs to consumers. We have modestly downgraded our eurozone growth forecast as tariff rates came in somewhat higher than the base case. Stronger domestic demand is helping, amid US and China weakness.
The Week Ahead - 4 - 15 August 2025
- Macro economy
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These are the Key Macro Events for the upcoming 2 weeks.
The Week Ahead - 28 July - 1 August 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 21 - 25 July 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
The Week Ahead - 14 - 18 July 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
Global manufacturing - Riding the tariff rollercoaster
- Macro economy
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Global manufacturing PMI rose back to expansion territory in June … The global manufacturing PMI rose back to expansion territory in June (50.3), after having dipped below the neutral 50 mark separating expansion from contraction in April/May. The pattern was broad-based amongst developed economies (DMs) and emerging economies (EMs), with the average for DMs down in March and up again since May and the average for EMs down in April/May and up again in June.
The Week Ahead - 7 - 11 July 2025
- Macro economy
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These are the Key Macro Events for the upcoming week.
China - Focus in US-China talks shifts from tariffs to chokepoints
- Macro economy
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Chinese economy shows resilience after US-China truce, but supply side still stronger than demand side. China-US relations: Damage control in place, focus shifts from overall tariffs to chokepoints. Support is being delayed given resilience, but we still expect more to come to support demand.
