- In one line: Happy days as growth improves and inflation slows; the MPC could welcome the news with another cut in August.
Rob Wood (Chief UK Economist)UK
- In one line: Solid start to Q2, but consumption faces headwinds.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Solid start to Q2, but consumption faces headwinds.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Growth has been steady, if unspectacular, once we account for the PMI’s excess sensitivity to uncertainty.
Rob Wood (Chief UK Economist)UK
- In one line: Retail softens in April, but growth momentum is holding up.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Mexico’s economy outperforms in Q1, but risks loomlarge.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Back-to-back rate cuts are likely as sentiment collapses, but accelerating inflation will keep MPC guidance cautious.
Rob Wood (Chief UK Economist)UK
- In one line: Consumption resilient amid headwinds, but confidence wavers as external risks build.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Rising food prices and FX volatility rekindle inflation risks amid slowing domestic demand.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Strengthening domestic spending can cushion the tariff blow.
Rob Wood (Chief UK Economist)UK
- In one line: Poor headlines, but we think growth momentum will remain positive in H1.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Weak economic activity curbing inflation.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Catastrophic jobs balance exaggerates economic weakness, but risks to our growth forecast are firmly down.
Rob Wood (Chief UK Economist)UK
- In one line: Retail sector remains strong, while industrial sector struggles in January.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Payroll tax hikes boost inflation and cut growth; the MPC will have to plot a middle path.
Rob Wood (Chief UK Economist)UK
