- In one line: Fret not, the recovery in electronics exports is still in place.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
In one line: Sign of life in manufacturing; is real net trade weakening?
Claus Vistesen (Chief Eurozone Economist)Eurozone
- In one line: A cut in August now certainly looks off the table.
Miguel Chanco (Chief EM Asia Economist)Global
An RBI cut in August now certainly looks off the table
The policy-induced upswing in Thai inflation shouldn’t bother the MPC
Don’t put too much stock into the April leap in Philippine sales
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
China's robust May export growth largely propelled by shipments to ASEAN
Duncan WrigleyChina+
- In one line: Surveys are playing ball, the hard data will follow.
Rob Wood (Chief UK Economist)UK
- In one line: Construction growth accelerates further, supporting the recovery from last year's recession.
Rob Wood (Chief UK Economist)UK
- In one line: Japan's regular pay growth quickened to 30-year high
Kelvin Lam (Senior China+ Economist)China+
- In one line: A mixed performance on a sequential basis, but downside risk
prevailing.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: A mild cyclical upswing is now underway.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- In one line: Cautious consumers keep private car sales falling.
Rob Wood (Chief UK Economist)UK
In one line: Japan's regular pay growth quickened to 30-year high
Kelvin Lam (Senior China+ Economist)China+
- In one line: Vehicle sales fail to offset retail weakness in Singapore.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
- In one line: Goods inflation U-turns, while services inflation remains sticky.
Moorthy Krshnan (Senior Asia Economist)Emerging Asia
In one line: Decent, and it will get better still.
Claus Vistesen (Chief Eurozone Economist)Eurozone
In one line: Focus on the upturn in core orders.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- The Homebase data were revised as we expected, so we are sticking with our 180K May payroll forecast.
- Rising jobless claims and the NFIB’s very weak hiring intentions index signal soft summer payrolls.
- We look for a 0.3% rise in average hourly earnings; a calendar quirk points to slight upside risk.
Ian Shepherdson (Chief Economist, Chairman and Founder)US
