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Search Results: 147
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147 matches for " chartbook":

*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

*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 - 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

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

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

*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 2019 - Asia Chartbook* (Publication Centre)

China recovery falters...and now tariffs...Japan's Q1 gdp growth was a mirage; Korean exports are turning the corner, just...India's status quo vote won't turn growth around

*May 2019 - EZ Economic Chartbook* (Publication Centre)

Markets are still cheering the solid Q1 GDP data...but we are worried about a setback in Q2

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

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

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

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

*May 2019 - U.S. Economic Chartbook* (Publication Centre)

Q1 Growth Is Unsustainable...But The Labor Market Will Continue To Tighten

*May 2019 - Latin America Chartbook* (Publication Centre)

Economic Activity Was Poor In Q1...But We See Encouraging Signs Of Gradual Rebound

*May 2019 - U.K. Economic Chartbook* (Publication Centre)

No end to the brexit paralysis in sight...but growth will remain strong enough for rate hikes

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

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

*March 2019 - U.S. Economic Chartbook* (Publication Centre)

"Cross-Currents" Will Keep the Fed Safe For Now....But The Headwinds Already Are Starting To Ease

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

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

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

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

*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

*June 2019 - U.S. Economic Chartbook* (Publication Centre)

The fed is in a double bind: what to expect, and what to do

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

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

*June 2019 - Latin America Chartbook* (Publication Centre)

Economic activity remains sluggish...and prospects are grim, due to the trade war

*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 2019 - EZ Economic Chartbook* (Publication Centre)

Glimmers of Hope in the EZ Macro Data...But the Economy is not out of the Woods Yet

*March 2019 - Latin America Chartbook* (Publication Centre)

Latam Struggles in Q4 And Early Q1...But Improving Global Conditions Will Help

*March 2019 - U.K. Economic Chartbook* (Publication Centre)

Brexit risk currently is only depressing Capex....Rates need to rise to contain wage cost pressures

*March 2019 - Asia Chartbook* (Publication Centre)

China Delivers Stimulus; No Trough Yet...Korea and Japan Pummelled by China's Slowdown...Time for a Boj Inflation Target Rethink?

*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

*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

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

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

*November 2017 - Asia Chartbook* (Publication Centre)

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

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

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

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

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

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

Fed interrupted? But not for long

*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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

*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

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

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

*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 - 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

*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

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

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

*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 - EZ Economic Chartbook* (Publication Centre)

A Slowing EZ Economy and Treacherous Markets...Neither Probably Will Stop the ECB From Ending QE Next Month

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

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

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

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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

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

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

*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

*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 2017 - Asia Chartbook* (Publication Centre)

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

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

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

*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 - 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

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

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

*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

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

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

*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

*December 2017 - Asia Chartbook* (Publication Centre)

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

*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 - Latin America Chartbook* (Publication Centre)

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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

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

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

*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?

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

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

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

Brexit Risk Increasingly is Hitting the Economy...But Above-Trend Growth Awaits After a Deal is Done

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

Has Christmas been Cancelled in the EZ Economy?...Both Survey and Hard Data Point to Another Soft Quarter in Q4

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

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

*December 2018 - Asia Chartbook* (Publication Centre)

China's Stimulus Faces Q4 Hurdles....Japan Bouced Back in October, But Will it Last? Growth in Korea is Set to Become Much Weaker

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

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

*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

*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 - 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

*April 2019 - Asia Chartbook* (Publication Centre)

Is This Really The Recovery For China?...Japan Catches A Cold;...Q1 Will Be Poor, But The BOK Is Set For A Long Pause

*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 - Asia Chartbook* (Publication Centre)

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

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

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

*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 2019 - EZ Economic Chartbook* (Publication Centre)

The Bifurcated Eurozone Economy: Manufacturing Is Terrible, But Services Look Decent

*April 2019 - Latin America Chartbook* (Publication Centre)

A Dovish Fed is Helping Latam Policymakers...Rates to Remain on Hold

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

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

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

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

*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

*April 2019 - U.K. Economic Chartbook* (Publication Centre)

Brexit Risk Currently Is Only Depressing Capex...Rates Will Rise Soon To Contain Wage Cost Pressures

*April 2019 - U.S. Economic Chartbook* (Publication Centre)

Don't be Deceived by the Consumer Slowdown...It's a One-Time Transition to Sustainability

*February 2018 - Asia Chartbook* (Publication Centre)

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

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

How and when will the Fed respond to Fiscal Easing?

*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 - Asia Chartbook* (Publication Centre)

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

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

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

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

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

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

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

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

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

*January 2019 - Latin America Chartbook* (Publication Centre)

The Recovery Gathered Speed in Q4...But External Chaos Has Hit Domestic Markets

*January 2019 - U.K. Economic Chartbook* (Publication Centre)

A Soft Brexit Remains The Most Likely Outcome....So The MPC Soon Up The Pace Of Tightening

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

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

*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

*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 2018 - Asia Chartbook* (Publication Centre)

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

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

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

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

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

*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

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

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

*January 2019 - Asia Chartbook* (Publication Centre)

Chinese GDP Growth Won't Trough Until Q3...The Window For BOJ Adjustments Is Narrowing...Not Buying Into Korea's Consensus-Beating Q4 GDP

*January 2019 - EZ Economic Chartbook* (Publication Centre)

The R-Word is Once Again Being Spoken in the EZ...But it Probably Won't be that Bad, at Least not in H1

*February 2019 - EZ Economic Chartbook* (Publication Centre)

A Poor Q4 In The EZ, But Not Uniformly Horrible...All Eyes Are Now On The Q1 Numbers For Signs Of A Rebound

*February 2019 - Latin America Chartbook* (Publication Centre)

Latam Economic Prospects Are Improving...A Trade Deal Between The U.S. And China Will Help

*February 2019 - Asia Chartbook* (Publication Centre)

China Downtrend Worse; Outlook Better..Japan's Bouncy Q4 Won't Be Repeated In Q1...Korea's Job Market Pummelled By Minimum Wage Hike

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

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

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

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

*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 2019 - U.S. Economic Chartbook* (Publication Centre)

The Fed Is All-In On The Slowdown Story...But They're Playing With Fire In The Labor Market

*February 2019 - U.K. Economic Chartbook* (Publication Centre)

A No-Deal Brexit Remains an Unlikely Outcome...Growth will Recover in H2, Facilitating Rate Hike

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

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

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

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

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

Slower Growth This Year Is Invevitable...But That Doesn't Make Zero Hikes Inevitable Too

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

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

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

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

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

Chartbook

Monthly publication telling the economic story of each region in roughly 40 charts

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.

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U.K. Key Issues (Publication Centre)

Consistently Right

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