- In one line: Manufacturing growth leaps and feeds through to modest price inflation.
Rob Wood (Chief UK Economist)UK
- In one line: April was a bad month for consumers, but don’t write them off.
Rob Wood (Chief UK Economist)UK
Real incomes, spending and core prices increases are all slowing.
Oliver Allen (Senior US Economist)US
China's big money and credit misses reflect fund diversion and slow government bond issuance, rather than shifts in underlying credit demand
Duncan WrigleyChina+
- In one line: On track for a June rate cut.
Rob Wood (Chief UK Economist)UK
- In one line:Lower borrowing costs sparked a wave of refinancing in Q1, which likely will unwind in Q2.
Rob Wood (Chief UK Economist)UK
- In one line: Manufacturing almost stabilised but input cost inflation jumped.
Rob Wood (Chief UK Economist)UK
- In one line: Output prices likely rising more slowly than the CBI’s survey implies.
Rob Wood (Chief UK Economist)UK
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: LPG price cut pulls inflation down below 5% for the first time since October; don’t be fooled by the jolt in IP growth.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Almost back to growth.
Rob Wood (Chief UK Economist)UK
- In one line:Consumer caution fading in response to lower interest rates.
Rob Wood (Chief UK Economist)UK
Core prices back on track; real after-tax income growth slowing sharply
Ian Shepherdson (Chief Economist, Chairman and Founder)US
- In one line: MPC gears up for a summer rate cut with tweaks to guidance.
Rob Wood (Chief UK Economist)UK
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Anticipated hike to electricity tariffs spooks the CBC into a surprise hike.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Delaying our first RBI rate cut call to August; industry is floundering, forget the H2 2023 ’strength’ in GDP.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Expected interest rate cuts breathe life into house building.
Rob Wood (Chief UK Economist)UK