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Longer-for-tighter ECB policy will hit EZ GDP growth
Payrolls are slowing, but wage growth is still robust.
How will Germany's yield curve un-invert?
Brazil's political landscape is changing
Here comes another 75bp from the ECB
The U-turns in the U.K. keep coming
The pain in the U.S. housing market continues
Brazil's presidential run-off is too close to call
When Brazil COPOM's monetary tightening cycle will end?
How far will German unemployment fall in H2?
Is U.S. healthcare inflation likely to keep rising, even as regulatory boosts to prices drop out of the calculation over the next year?
What will the ECB do to its QE programs in the second half of the year?
Will India's massive second wave of Covid-19 delay or derail the recovery?
Does the record surge in M2 mean that higher inflation is inevitable?
Longer-for-tighter ECB policy will hit EZ GDP growth
Payrolls are slowing, but wage growth is still robust.
How will Germany's yield curve un-invert?
Brazil's political landscape is changing
Here comes another 75bp from the ECB
The U-turns in the U.K. keep coming
The pain in the U.S. housing market continues
Brazil's presidential run-off is too close to call
When Brazil COPOM's monetary tightening cycle will end?
How far will German unemployment fall in H2?
Is U.S. healthcare inflation likely to keep rising, even as regulatory boosts to prices drop out of the calculation over the next year?
What will the ECB do to its QE programs in the second half of the year?
Will India's massive second wave of Covid-19 delay or derail the recovery?
Does the record surge in M2 mean that higher inflation is inevitable?
independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence