- In one line: Another bold rate hike, but the magnitude of tightening will be reduced in May.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Keeping its powder dry, but we’re not quite sure why.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Consumers’ confidence overstates the slowdown now underway
- EUROZONE - SNB has found the end of the rainbow: easing cycle finishes here
- UK - CPI preview: on the cusp of 3.1%, as core inflation ticks up
- CHINA+ - China looking in somewhat better shape ahead of tariff hikes
- EM ASIA - RBI facing a smoother road to an April cut; food CPI is going nowhere
- LATAM - Mexico, Colombia: mixed inflation signals amid rate cut prospect
ian shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Better, but the overall picture is still one of subpar growth.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: February export pop isn’t so black and white.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: On hold amid rising global uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Inflation pressures persist despite economic activity slowing.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation strikes again; consumer non-durables IP stages a partial rebound.
Miguel Chanco (Chief EM Asia Economist)Global
- US - February payroll growth was solid, but a slowdown looms this spring
- EUROZONE - A look on the bright side for GDP growth in the Eurozone
- UK - CPI preview: on the cusp of 3.1%, as core inflation ticks up
- CHINA+ - Premier Li announces step-up in fiscal support; still room for more
- EM ASIA - Ignore Vietnam’s first trade deficit in years; US tariff front-running is here
- LATAM - Trade, inflation and economic activity risks under Trump 2.0
ian shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Core pressures subdued as demand cools.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Disinflation resumes as temporary shocks subside.
Andrés Abadía (Chief LatAm Economist)Global
- US - What do new tariffs mean for consumer prices?
- EUROZONE - ECB hawks have a strong case for arguing this week’s cut is the last
- UK - Retail sales recovering after their pre-Budget stumble
- CHINA+ - Two Sessions preview: staying the course, readying stimulus ammo
- EM ASIA - India’s Q4 GDP bounce confirmed, on consumption and exports
- LATAM - Argentina’s economy rebounding under Mr. Milei’s leadership
ian shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Nasty; is the ECB done this week?
Claus Vistesen (Chief Eurozone Economist)Global
