- In one line: Banxico cuts again but strikes a cautious tone.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
Rob Wood (Chief UK Economist)UK
- In one line:Fading consumer caution will keep GDP ticking along.
Rob Wood (Chief UK Economist)UK
- In one line: Retail finishes Q1 strongly, but headwinds still limit momentum.
Andrés Abadía (Chief LatAm Economist)Latin America
In one line: Industry supported EZ GDP in Q1, as did the labour market.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: The core remains soft, but surveys point to upside risks.
Claus Vistesen (Chief Eurozone Economist)Eurozone
In one line: A strong first quarter for the Swiss economy.
Melanie Debono (Senior Eurozone Economist)Eurozone
Tariff shock puts small business under further pressure.
Oliver Allen (Senior US Economist)US
A larger-than-expected Ramadan bump in Indonesian sales that isn’t expected to last
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Gradually easing labour market justifies further gradual rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
Rob Wood (Chief UK Economist)UK
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
Rob Wood (Chief UK Economist)UK
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The housing market slowdown will be temporary according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
Rob Wood (Chief UK Economist)UK
- In one line: Dovish DMP but the survey was run in the eye of the storm, business responses would likely be different now.
Rob Wood (Chief UK Economist)UK
Mismeasurement likely distorting the Q1 numbers; underlying trend solid.
Oliver Allen (Senior US Economist)US
- In one line: Inflation steady in April, but underlying pressures persist, for now.
Andrés Abadía (Chief LatAm Economist)Global
