In one line: Japan's headline consumer inflation slows after energy subsidies restart; upper house election poses JGB risks
Duncan WrigleyGlobal
In one line: Still on track to hand the ECB a 25bp rate cut in September.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Better external sector performance likely to support Q2 GDP due tomorrow
Kelvin Lam (Senior China+ Economist)Global
In one line: Japan's manufacturing PMI rebound on stockpiling activity, but domestic demand softens
Kelvin Lam (Senior China+ Economist)Global
In one line: Korea's 20-day exports rebound in June on front loading ahead of reprieve expiry
Kelvin Lam (Senior China+ Economist)Global
- In one line: Surprise, surprise… at least two more 25bp cuts to come by year-end.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Immigration probably will continue to add meaningfully to labor supply
- EUROZONE - A 30% US tariff would send the EZ economy into recession in H2
- UK - Consumer spending to be supported by solid income growth
- CHINA+ - China’s ‘glass half-full’ money and credit data
- EM ASIA - BNM more worried about GDP growth than we expectedEM ASIA -
- LATAM - Brazil’s recovery stalls as financial and external headwinds mount
ian shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Outright food deflation is here, as predicted.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Recovery stalls as financial headwinds mount.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Cooling inflation meets new headwinds.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core pressures lingering, but disinflation resumes.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Inflation falls again; BCCh likely to cut rates.
Andrés Abadía (Chief LatAm Economist)Global
- US - Markets drew the wrong conclusions from June’s labor market data
- EUROZONE - No changes to our forecasts yet, despite delay to US tariff-rate hikes
- UK - Between a rock and a hard place sits fudging the fiscal rules
- CHINA+ - Japan’s wages hit by plunging bonuses, as trade war bites
- EM ASIA - Vietnamese growth to come off the boil in H2 if GDP data turn realistic
- LATAM - Brazil’s manufacturing slumps, but mining shows resilience
ian shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Back above zero, but unlikely to stay there for long.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Supply-side disruptions giving way to weak demand
Oliver Allen (Senior US Economist)Global
- In one line: Growth holding up, but momentum set to slow in H2.
Andrés Abadía (Chief LatAm Economist)Global
In one line: June’s increase will more than reverse in July.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Pointing to downside risks for GDP in Q2.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: Expect a further rise in food inflation in the July report.
Miguel Chanco (Chief EM Asia Economist)Global
