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Search Results: 119
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119 matches for " Chartbook":

*Nov. 2015 - U.S. Economic Chartbook* (Publication Centre)

Focussed on the Macro: The Fed will soon hike, despite soft manufacturing

*Nov. 2016 - Eurozone Economic Chartbook* (Publication Centre)

The EZ Economy entered Q4 on a solid footing...But the Political Uncertainty Looms

*Nov. 2015 - U.K. Economic Chartbook* (Publication Centre)

Recovery shifting to a lower gear...but price pressures will force rate hikes next year

*May 2018 - U.S. Economic Chartbook* (Publication Centre)

The cycle is peaking as higher rates begin to bite...but the next downturn is still some way off

*May 2018 - Latin America Chartbook* (Publication Centre)

The Latamrecovery continues...but the em financial rout has dented expectations

*May 2018 - U.K. Economic Chartbook* (Publication Centre)

A rise in inflation will support an August hike....the MPC likely will tighten at a faster rate next year

*Nov. 2016 - U.K.. Economic Chartbook* (Publication Centre)

Exports won't offset a Consumer Slowdown...Sterling decline has Constrained Policymakers

*Nov. 2016 - U.S.. Economic Chartbook* (Publication Centre)

More Public Spending and Higher Rates in 2017...Whoever Wins

*November 2017 - U.K. Economic Chartbook* (Publication Centre)

A year will pass before rates rise again...growth will slow and inflation will fall swiftly

*November 2017 - U.S.. Economic Chartbook* (Publication Centre)

Sub -4% Unemployment is coming, and soon...How will the Fed respond?

*November 2017 - Latin America Chartbook* (Publication Centre)

Latam's economies are improving...but political risks are a big threat

*November 2017 - EZ Economic Chartbook* (Publication Centre)

Accelerating GDP growth and low inflation...It's the perfect combination, but will it last?

*November 2017 - Asia Chartbook* (Publication Centre)

China's social contract has changed...Fed normalisation to test the new paradism

*May 2018 - EZ Economic Chartbook* (Publication Centre)

The Eurozone economy is slowing...will the ECB care?

*May 2018 - Asia Chartbook* (Publication Centre)

Early signs of financial fragilities emerge...with policymakers fretting, after the fact

*March 2018 - Asia Chartbook* (Publication Centre)

U.S. profligacy will extend Asia's cycle...but domestic demand to struggle this year and next

*March 2018 - EZ Economic Chartbook* (Publication Centre)

The Eurozone Economy is doing fine...but recent soft data provide a much needed reality check

*March 2017 - U.S. Economic Chartbook* (Publication Centre)

The Fed Is On Course For Four Hikes This Year...And Another Four In 2018

*March 2017 - U.K. Economic Chartbook* (Publication Centre)

Consumers are buckling under high inflation...but the MPC won't add to their woes by hiking rates

*March 2017 - Eurozone Economic Chartbook* (Publication Centre)

Dutch Pro-EU Centrists Carry The Day...But We Can't Assume The Same Will Happen In France

*March 2017 - Latin America Chartbook* (Publication Centre)

Economic Activity Remains Sub-Par... But Downside Risks are Gradually Easing

*March 2018 - Latin America Chartbook* (Publication Centre)

Domestic fundamentals are improving...despite rising political and protectionist threats

*March 2018 - U.K. Economic Chartbook* (Publication Centre)

Markets think a May rate hike is almost certain...but activity and inflation data point to a delay

*May 2017 - U.K. Economic Chartbook* (Publication Centre)

Rising Inflation has ended the consumer boom...Investment and Trade won't fill the void

*May 2017 - U.S.. Economic Chartbook* (Publication Centre)

Don't be distracted by weak first quarter GDP...The Fed doesn't care (much)

*May 2017 - Latin America Chartbook* (Publication Centre)

LatAm fundamentals are improving...but shaky commodity markets highlight threats

*May 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone optimists are out in numbers...But don't expect economic miracles just yet

*March 2018 - U.S. Economic Chartbook* (Publication Centre)

Powell is a growth bull, not an inflation hawk...Interest rate risk is greater for 2019 than 2018

*November 2018 - Asia Chartbook* (Publication Centre)

China's Stimulus Faces Q4 Hurdles...Japan Bounced Back in October but will it last?...Misplaced BoK Hopes for Stable Growth

*November 2018 - Latin America Chartbook* (Publication Centre)

Latam Economies Will Remain Resilient in Q4...But Idiosyncratic Factors are Rising Red Flags

*September 2017 - EZ Economic Chartbook* (Publication Centre)

The EZ Economy has rarely been in better from...but external risks and policy uncertainty loom.

*September 2017 - Latin America Chartbook* (Publication Centre)

Latam started the second half strongly...But risks remain, politics in particular

*Sept. 2015 - U.S. Economic Chartbook* (Publication Centre)

Fed interrupted? But not for long

*Sept. 2015 - Latin America Economic Chartbook* (Publication Centre)

China and commodities still hurting Latam....But Brazil has severe domestic woes

*October 2018 - U.S. Economic Chartbook* (Publication Centre)

A Serious Slowdown is Still Some Way Off...So the Fed has to Keep Turning the Screws

*Sept. 2015 - Eurozone Economic Chartbook* (Publication Centre)

Ignore the Chinese deflation panic......The cyclical recovery is on track, and inflation is rising

*September 2017 - U.K. Economic Chartbook* (Publication Centre)

The MPC talks up raising bank rate soon...but weak wage growth likely will mean it hesitates

*September 2017 - U.S.. Economic Chartbook* (Publication Centre)

Harvey and Irma will shred late q3/q4 data... ...if the fed doesn't hike in December, they will in march

*September 2018 - U.K. Economic Chartbook* (Publication Centre)

The MPC is Back in "Wait and See" Mode...But Two Hikes Likely in 2019, Provided No-Deal Avoided

*September 2018 - U.S. Economic Chartbook* (Publication Centre)

The Fed is Not Nearly Done...Real Rates are Still Far Too Low; No Slowdown in Sight

*September 2018 - Latin America Chartbook* (Publication Centre)

External Factors are Hurting Latam...But Most of the Domestic Economies Remain Sound

*September 2018 - EZ Economic Chartbook* (Publication Centre)

A Fog of Political and External Risks in the EZ...and Recent Economic Data Have Been Soft Too

*September 2018 - Asia Chartbook* (Publication Centre)

China Takes the Trade High Road..The BOJ will Act Before Markets Expect Unemployment Upshift Rules out 2018 BOK Hike

*October 2018 - U.K. Economic Chartbook* (Publication Centre)

Rates On Hold Until After the Brexit Deadline...But Two Hikes Likely in 2019, When Capex Rebounds

*October 2018 - Latin America Chartbook* (Publication Centre)

The Busy Electoral Year in Latam is Over...But Political Uncertainty is Far From Over

*Oct. 2015 - U.S. Economic Chartbook* (Publication Centre)

Focussed on the Macro: The Fed will soon hike, despite soft manufacturing

*Oct. 2016 - Eurozone. Economic Chartbook* (Publication Centre)

Political certainty is at a premium in the EZ......But Economic data remain resilient

*Oct. 2015 - Eurozone Economic Chartbook* (Publication Centre)

Worries over China and deflation linger...and will likely push the ECB to extend QE this month

*November 2018 - U.S. Economic Chartbook* (Publication Centre)

Growth Has Peaked as the Tax Cut Boost Fades...But the Labor Market is Keeping the Fed on Track

*November 2018 - U.K. Economic Chartbook* (Publication Centre)

Reviving Capex and Fiscal Policy to Lift Growth...Provided Parliament Averts a No-Deal Brexit

*Oct. 2016 - LATAM. Economic Chartbook* (Publication Centre)

Latam activity and markets are improving......but volatility will rise in Q4 due to global factors

*Oct. 2016 - U.S.. Economic Chartbook* (Publication Centre)

The FOMC is split on everything......but a clear majority will vote to hike in December

*October 2018 - Asia Chartbook* (Publication Centre)

Back to 2014/2015 for China? A Weak Q3 for Japan, After Rocket-Charged Q2...The BOK Will Kick Its Rate Hike Into the Long Grass

*October 2018 - EZ Economic Chartbook* (Publication Centre)

Poor Q3 GDP Data and Volatile BTPS Ahead...But Markets Already Have Priced-In A Lot Of Pain

*October 2017 - U.S.. Economic Chartbook* (Publication Centre)

Yellen's inner hawk escapes...Expect a December hike, and four more next year

*October 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone economy is in rare good form...So what should investors worry about?

*October 2017 - Asia Chartbook* (Publication Centre)

Asia supported by U.S. demand in Q3...while domestic demand weakens in China and Japan

*June 2018 - U.S. Economic Chartbook* (Publication Centre)

"Gradual" normalization continues, for now...No fourth dot until September

*June 2018 - U.K. Economic Chartbook* (Publication Centre)

The economy is struggling to rebound in Q2...an August rate hike is far from a done deal

*Dec. 2016 - U.K.. Economic Chartbook* (Publication Centre)

A Consumer and Investment Slowdown Beckons......Tighter Macro Policy will worsen the downturn

*Dec. 2016 - U.S. Economic Chartbook* (Publication Centre)

Brace for the Fed's Pushback...But only when Fiscal Easing is in front of Congress

*Dec. 2016 - Eurozone Economic Chartbook* (Publication Centre)

The EZ economy will finish 2016 strongly...but political risks continue to simmer

*August 2018 - U.S. Economic Chartbook* (Publication Centre)

The fed will keep hiking each quarter...they are chasing unemployment, not inflation

*August 2018 - U.K. Economic Chartbook* (Publication Centre)

GDP growth won't accelerate until next year...Low inflation will ease pressure to hike rates again

*December 2017 - Asia Chartbook* (Publication Centre)

Winter has come as China curbs pollution...Asia will use fed hikes to tackle financial risks

*December 2017 - EZ Economic Chartbook* (Publication Centre)

A Christmas present to markets from the ECB...Low core inflation and sizzling GDP growth in 2018

*Feb 2017 - U.K. Economic Chartbook* (Publication Centre)

A Consumer slowdown is under way...Policymakers will not provide more stimulus

*Feb 2017 - U.S. Economic Chartbook* (Publication Centre)

How and when will the Fed respond to Fiscal Easing?

*December 2018 - U.S. Economic Chartbook* (Publication Centre)

The Slowdown Story is Overdone...If a China Deal is Done, the Fed Will Keep Hiking

*December 2017 - U.S. Economic Chartbook* (Publication Centre)

Growth, inflation to challenge the Fed in 2018...faster wage growth will push them too

*December 2017 - U.K. Economic Chartbook* (Publication Centre)

Brexit and fiscal headwinds have lessended...but consumers' spending will struggle in 2018

*August 2018 - Latin America Chartbook* (Publication Centre)

Latam's economies remain resilient...but global threats still loom

*August 2018 - EZ Economic Chartbook* (Publication Centre)

The EZ economic data have stabilised...But what about tail-risks?

*April 2018 - Latin America Chartbook* (Publication Centre)

Latam started the year in low gear...but expect a gradual acceleration in Q2 and Q3

*April 2018 - U.K. Economic Chartbook* (Publication Centre)

MPC to delay in May due to Q1 GDP and Inflation...Political risks will resurface later this year

*April 2018 - Asia Chartbook* (Publication Centre)

China's 2018 growth forecast revised up...but activity in Japan took a breather in Q1

*April 2017 - U.S.. Economic Chartbook* (Publication Centre)

The Tightening Labor Market is all that Matters...Expect the Fed to Hike at Each Quarter-End

*April 2017 - U.K. Economic Chartbook* (Publication Centre)

Rising Inflation is Causing a Sharp Slowdown...Sterling's Depreciation has been Harmful so Far

*April 2018 - U.S. Economic Chartbook* (Publication Centre)

Trade talk and falling stocks are hurting...but the fed is still on course for four hikes this year

*August 2017 - EZ Economic Chartbook* (Publication Centre)

The EZ economy finally stretches its legs...but it won't sustain Q1 and Q2 momentum for long

*August 2018 - Asia Chartbook* (Publication Centre)

China's switch to easing shows up in the data...The BOJ takes a baby step away from uber-easing

*August 2017 - U.S.. Economic Chartbook* (Publication Centre)

Fed tightening is deferred, not cancelled...Expected a December hike after robust fall data

*August 2017 - U.K. Economic Chartbook* (Publication Centre)

Sterling's fall is hurting more than it's helping...Slow GDP and wage growth will keep the MPC inactive

*August 2017 - Latin America Chartbook* (Publication Centre)

LatAm domestic demand is stabilizing...fading political risk will help

*February 2018 - Asia Chartbook* (Publication Centre)

A Major Turning Point For China? Financial Fragilities; Political Regime Change

*Feb 2017 - EZ Economic Chartbook* (Publication Centre)

The EZ Economy is in a good Cyclical Shape.. But Can It Shrug off Political Changes in 2017?

*July 2018 - U.K. Economic Chartbook* (Publication Centre)

Growth won't accelerate until next year...but the MPC is set to hike rates in August anyway

*July 2018 - U.S. Economic Chartbook* (Publication Centre)

Fed hawks are in the ascendancy,..but they won't be fully in charge until next year

*July 2018 - Latin America Chartbook* (Publication Centre)

Latam's recovery continues...but external threats have increased lately

*February 2018 - EZ Economic Chartbook* (Publication Centre)

The EZ economy enters 2018 in fine form...but markets are beginning to look tricky

*July 2018 - Asia Chartbook* (Publication Centre)

China shifts to easing but scope is limited...While the Boj is set to tweak its yield curve targets

*June 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone Economy Is In Fine Form.. But Don't Believe Everything the ECB is Telling You

*June 2017 - Latin America Chartbook* (Publication Centre)

LatAm economic activity is stabilizing...but the recovery will be modest in Q3.

*June 2018 - EZ Economic Chartbook* (Publication Centre)

A dovish tightening of Monetary Policy...QE will end this year, nut no rate hike in H1 2019

*June 2018 - Latin America Chartbook* (Publication Centre)

Andean economies are gathering strength...while larger countries are facing mounting risks

*June 2018 - Asia Chartbook* (Publication Centre)

Tariffs are unlikely to damage GDP this year...But the tension is unveiling financial fragilities

*June 2017 - U.S.. Economic Chartbook* (Publication Centre)

The Payroll "Slowdown" Won't Last... The Fed Will Hike This Month, and Again Later This Year

*June 2017 - U.K. Economic Chartbook* (Publication Centre)

Real wage falls are slowing the economy...Fears of rate hikes this year are overblown

*July 2017 - U.S.. Economic Chartbook* (Publication Centre)

The Fed plans to keep on hiking...falling unemployment is the key, not the softer CPI

*July 2018 - EZ Economic Chartbook* (Publication Centre)

EZ GDP growth is slowing, gently, to 2%...with political uncertainty looming, as ever

*Jan 2017 - Eurozone Economic Chartbook* (Publication Centre)

The EZ economy powered ahead in 2016...and is so far oblivious to political risks

*Jan 2017 - U.K. Economic Chartbook* (Publication Centre)

A consumer and investment slowdown beckons...Tighter macro policy will worsen the downturn

*July 2017 - U.K. Economic Chartbook* (Publication Centre)

Growth is too slow to warrant a rate hike...domestically-generated inflation remain weak

*February 2018 - U.K. Economic Chartbook* (Publication Centre)

The MPC is mulling hiking rates again soon...but activity and inflation data imply no need to rush

*February 2018 - Latin America Chartbook* (Publication Centre)

External Conditions Are Helping Latam...But Political Risks Will Constrain The Rebound

*Jan. 2017 - U.S. Economic Chartbook* (Publication Centre)

The Fed is fretting over fiscal easing......upside risk to growth, inflation and interest rates

*February 2018 - U.S. Economic Chartbook* (Publication Centre)

Has the wages dam finally burst? If it hasn't, it will soon

*January 2018 - Asia Chartbook* (Publication Centre)

BOJ is out of ammo; PBOC still has options...and is likely to fight back against RMB strength

*January 2018 - U.S. Economic Chartbook* (Publication Centre)

Strong growth, rising inflation greet Powel...but is productivity growth finally picking up?

*July 2017 - EZ Economic Chartbook* (Publication Centre)

The Eurozone economy is in fine form...but this is likely as good as it gets

*January 2018 - EZ Economic Chartbook* (Publication Centre)

Strong and stable growth in the Eurozone...but now comes the increase in yields and inflation

*Oct. 2016 - U.K. Economic Chartbook* (Publication Centre)

Inflation and Brexit risks will subdue growth.....Policy action won't prevent a slowdown

20 February 2018 Tax Cuts and Rising Government Spending to Lift Growth, at a Price (Publication Centre)

In the absence of new economic data today, we want to take the opportunity to expand on the key themes in our latest Chartbook, which was distributed Friday.

Latin America Economic Research

Latin America Economic Monitor, Datanotes and Presentations

U.K. Economic Research

U.K. Economic Monitor, Datanotes and Presentations

Eurozone Economic Research

Eurozone Economic Monitor, Datanotes and Presentations

U.K. Key Issues (Publication Centre)

U.S. Economic Research

U.S. Economic Monitor, Datanotes and Presentations

Asia Economic Research

Asia Economic Monitor, Datanotes and Presentations

Consistently Right

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