In one line: Revisions in healthcare lifts CPI inflation from initial estimate.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- In one line: Deficit hit on both sides of the balance.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
In one line: Still no signs of much tariff front running by US firms.
Melanie Debono (Senior Eurozone Economist)Eurozone
- In one line: A very unwelcome leap in the trade surplus.
Miguel Chanco (Chief EM Asia Economist)Global
Thailand’s 2-speed economy ends 2024 on a somber note
A very unwelcome January leap in Indonesia’s trade surplus
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
The pre-tariff sales boom already is fading.
Oliver Allen (Senior US Economist)US
Overall credit growth still relatively sturdy, thanks to robust government bond issuance
Duncan WrigleyChina+
Manufacturing output held back by adverse weather; surveys point to a brief growth spurt ahead.
Oliver Allen (Senior US Economist)US
- In one line: On hold and maintaining a cautious stance.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold and maintaining a cautious stance.
Andrés Abadía (Chief LatAm Economist)Latin America
Moderation in upstream food pressures in India is the real deal
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Focus on the hawkish inflation forecasts, rather than the dovish vote.
Rob Wood (Chief UK Economist)UK
- In one line: Employment stagnates but disinflation is over.
Rob Wood (Chief UK Economist)UK
- In one line: The BRC kickstarts the year with strong growth, we expect it to continue.
Rob Wood (Chief UK Economist)UK
- In one line: The trade deficit will be held back by high energy prices and President Trump’s tariff threats in 2025.
Rob Wood (Chief UK Economist)UK
- In one line: Looming end of stamp duty relief causes volatility, longer-term house price outlook still looks solid.
Rob Wood (Chief UK Economist)UK
- In one line:Better-than-expected growth should reduce recession worries and suggests the PMI is exaggerating economic weakness.
Rob Wood (Chief UK Economist)UK
- In one line: An ugly finish to 2024, and Q1 2025 will be difficult.
Andrés Abadía (Chief LatAm Economist)Latin America
Low claims highlight lack of near-term pressure for Fed easing.
Oliver Allen (Senior US Economist)US
