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Search Results: 101
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101 matches for " economic chartbook":

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

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

*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

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

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

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

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

*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 2019 - EZ Economic Chartbook* (Publication Centre)

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

*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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

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

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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

*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

*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

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

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

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

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

*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 - 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 - EZ Economic Chartbook* (Publication Centre)

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

*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 2017 - EZ Economic Chartbook* (Publication Centre)

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

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

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

*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?

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

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

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

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

*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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

*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 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

*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

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

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

*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 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 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 - 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

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

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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

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

*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?

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

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

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

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

*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

*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

*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 2017 - EZ Economic Chartbook* (Publication Centre)

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

*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

*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

*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

*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 - EZ Economic Chartbook* (Publication Centre)

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

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

How and when will the Fed respond to Fiscal Easing?

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

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

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

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

*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

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

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

*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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Fed interrupted? But not for long

Consistently Right

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