- U.S. - The Fed is Nervous, but not Panicked, and the Easing Bar is High
- EUROZONE - Italy’s Tax Reform: the Straw that will Break the Camel’s Back?
- U.K. - Will the MPC’s Criteria for Hiking Interest Rates Be Met Again in May
- CHINA+ - Energy Subsidies Bring Down Japanese Headline Inflation
- EM ASIA - A Downshift to 25bp and Clearer Hints for a Q2 Pause by the BSP
- LATAM - Inflation Continues to Head South in Brazil, Despite Elevated Policy Noise
Ian Shepherdson (Chief Economist and Founder)Global
In one line: Banking stress? What banking stress?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Will Germany just about avoid recession?
Claus Vistesen (Chief Eurozone Economist)Global
In one line: French activity is brushing off strike action.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: CS problem is solved as far as the SNB is concerned; fight against inflation continues.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: No surprises; on hold at the next meeting in May.
Andres Abadia (Senior International Economist)Global
- In one line: Core services CPI inflation is still tracking a lower path than the MPC anticipated.
Samuel Tombs (UK Economist)Global
- U.S. - The Banking Crisis is Deflationary, but the Fed Likely will Hike Today
- EUROZONE - The SNB will Stay the Course, Despite Credit Suisse Troubles
- U.K. - Downside Data Surprises Point to a No-Change MPC Decision This Week
- CHINA+ - China’s Credit Demand is Narrowly Based at this Stage of Recovery
- EM ASIA - BI’s Rose-Tinted 2023 Growth Outlook Still Needs a Reality Check
- LATAM - Chile’s Recovery will Continue, Despite the GDP Q4 Noise
Ian Shepherdson (Chief Economist and Founder)Global
In one line: Markets believe the ECB is done; we don’t.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Staying the course; a sustained rise in volatility is needed to prevent hikes in Q2.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Ignore the surplus jump, trade continues to wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- U.S. - We still expect the Fed to hike next week
- EUROZONE - The ECB will stick to the plan this week, which is a 50bp hike
- U.K. - We still think GDP will fall slightly in Q1
- CHINA+ - Slowing inflation in China is good news for consumers
- EM ASIA - The growth outlook is keeping the BNM from hiking
- LATAM - It has been a bumpy first year for Chile’s president, but the outlook is good
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: Not enough to take 25bp off the table in April.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Disinflation underway, despite increased fiscal risks.
Andres Abadia (Senior International Economist)Global
- In one line: A glass that remains half-full.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: On hold and on the sidelines in the near term, due to high uncertainty.
Andres Abadia (Senior International Economist)Global
- In one line: Inflation is finally coming back down to earth.
Andres Abadia (Senior International Economist)Global
