- In one line: Surprise rate cut signals cautious support for the recovery.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: House prices fall in April as the rush to beat stamp duty increases unwinds, they will rise in H2.
Rob Wood (Chief UK Economist)UK
Growth in services spending has slowed only modestly, but a sharper decline lies ahead.
Samuel TombsUS
- In one line: Tariffs distort the numbers, but underlying growth was already slowing in Q1
Oliver Allen (Senior US Economist)Global
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
Oliver Allen (Senior US Economist)US
The downshift in labor cost inflation will resume, soon.
Samuel TombsUS
The downshift in labor cost inflation will resume, soon.
Samuel TombsUS
In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Germany CPI looks softer than we anticipated, but core inflation rose.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- In one line: Agricultural rebound masks broad-based weakness.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Agricultural rebound masks broad-based weakness.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.
Andrés Abadía (Chief LatAm Economist)Latin America
In one line: Supporting our above-consensus EZ call.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- In one line: Ignore the inflated headline, but households had a decent Q1.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
In one line: Growth slowed in Q1 after a strong H2-24.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Compelled by the US’ tariff war, and allowed for by a resumption of sub-1% inflation.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
In one line: Barely growing, and trade uncertainty could well keep it that way in 2025.
Claus Vistesen (Chief Eurozone Economist)Eurozone
Manufacturing activity bashed by tariff war
Duncan WrigleyChina+
