- In one line: Soft, as we cautioned, and the big picture isn’t looking great either.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Inflation continues to fall rapidly.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest cut as inflation risks have tilted to the upside.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core disinflation remains on track, but food prices are now a problem.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Making peace with the Fed’s higher-for-longer stance.
Moorthy Krshnan (Senior Asia Economist)Global
- US - April’s payrolls likely mark the start of a shift to much weaker trend
- EUROZONE - Still three more SNB cuts this year, despite rising inflation in April
- UK - MPC Preview: set to signal more cuts than the market expects
- CHINA+ - China’s broadening services recovery will go only so far
- EM ASIA - Taiwan’s Q1 GDP as good as it’ll likely get in 2024
- LATAM - Mexico’s GDP slowing amid macro concerns and policy dilemma
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: A poor end to Q1, but the underlying trend remains positive.
Andrés Abadía (Chief LatAm Economist)Global
In one line : Grim, but the reality on the ground is likely better.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Food inflation finally turns a corner; more of this, please.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Export-oriented manufacturers continue to underperform.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: The core is still drifting lower, but slowly does it.
Claus Vistesen (Chief Eurozone Economist)Global
- US - Does Chair Powell still see no signs of cracks in the labor market?
- EUROZONE - Higher GDP won’t impede first rate cut in June, as core inflation falls
- UK- Forecast Review: strong growth and stubborn services
- CHINA+ - BoJ stands fast, refusing to bow to currency-market pressure
- EM ASIA - A strong—but frankly foolish—policy response from BI
- LATAM - Mexico to hold rates amid inflation surprise and economic rebound
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: A strong—but dumb—policy response.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Slowing incomes and a rising saving rate threaten consumption
- EUROZONE - A decade covering the EZ; what have we learnt, and what’s next?
- UK - Inflation surprise cannot be dismissed as Easter volaility
- CHINA+ - China begins to flesh out its consumer goods trade-in plan
- EM ASIA - Malaysian manufacturing growth will only pick up further from Q1
- LATAM - Brazil’s economy starts 2024 on a solid footing, but challenges loom
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Gaining steam, even though seasonals are likely behind some of the pick up.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Great, but can the services PMI be trusted?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Decent, but exclusively due to strength in services
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Things are suddenly turning up for exports.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid start to the year, but downside risks are emerging.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Core inflation will fall further in coming months, but rising oil prices is a threat to the headline.
Claus Vistesen (Chief Eurozone Economist)Global
