- In one line: The strong recovery continues, for now.
Andres Abadia (Senior International Economist)Global
In one line: Still no signs of easing supply constraints in the surveys.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Resumption of Chinese demand lifts Korean trade, but it’s also flattered by lumpy ship exports
Craig BothamGlobal
- U.S. - Omicron is Coming to the U.S., but Worst-Case Scenario Looks Unlikely
- EUROZONE - Clouds Gather over Germany’s Near-term Economic Outlook
- U.K. - The MPC Now is Caught Between Higher Inflation and Omicron
- CHINA+ - An Energy Boost Quickens the Pulse of Japanese Inflation
- EM ASIA - Delta Dealt More Damage to Jobs in ex-”Zero Covid” Countries
- LATAM - Omicron Arrives in LatAm Just as the Pandemic Was Under Control
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: More evidence that the government is allowing prices to rise faster.
Miguel Chanco (Senior Asia Economist)Global
- In one line: A repeat of October’s record print was never on the cards.
Miguel Chanco (Senior Asia Economist)Global
In one line: A record high, but it still doesn’t justify rate expectations.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Turning more hawkish, but caution remains the order of the day
Craig BothamGlobal
- U.S. - Powell stays in the Saddle
- EUROZONE - EZ inflation will cool in Q1, but then rebound quickly
- U.K. - The BOE will hike in December
- CHINA+ - An attention-grabbing start for Mr. Kishida
- EM ASIA - How to interpret the spike in Indonesia’s exports
- LATAM - Who will get to govern in Chile?
Ian Shepherdson (Chief Economist and Founder)Global
In one line: Japan remains set for a healthy rebound in Q4
Craig BothamGlobal
In one line: Services supporting activity, but for how much longer?
Melanie Debono (Senior Eurozone Economist)Global
In one line: New restrictions will weigh on the index next month.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Better than expected but still points to slower GDP growth.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Preliminary Korean data gives reason for hope on trade, despite the slowdown
Craig BothamGlobal
- In one line: Unfazed by the big Chinese elephant in the room, and rightly so.
Miguel Chanco (Senior Asia Economist)Global
- In one line: Unchanged inflation forecasts say more than the unusually hawkish rhetoric.
Miguel Chanco (Senior Asia Economist)Global
- In one line: A few more high numbers are on the way, before the drop in Q1.
Melanie Debono (Senior Eurozone Economist)Global
- U.S. - What has to Happen to Get the Fed off the Inflation Hook?
- EUROZONE - How Inflationary is the Green Energy Transition in the EZ?
- U.K. - Weak GDP Growth in Q3 Leaves the U.K. as the G7’s Straggler Again
- CHINA+ - Chinese Industry Avoids Calamity, but Q4 Looks Set for Weakness
- EM ASIA - Expect India’s Q3 GDP to Surprise, but No Thanks to Consumers
- LATAM - More Pain Ahead in Argentina, despite the Midterm Election Result
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: Less dreadful than we expected, but the outlook remains challenging.
Andres Abadia (Senior International Economist)Global
