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Below is a list of our Global Publications for the last 6 months. If you are looking for reports older than 6 months please email firstname.lastname@example.org, or contact your account rep
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U.S.- Mean-Reversion in Margins will Drive Inflation Down, Perhaps Quickly
EUROZONE - What is Happening to the EU Ban on Russian Oil Imports?
U.K. - Strong Quarterly GDP Growth Masks a Slowdown during Q1
CHINA+- Recession Now Looks Unavoidable for China, thanks to Zero-Covid
EMASIA- Expect the Philippines’ Flying Start to the Year to Hit a Wall in Q2
LATAM - The Supply-Driven Inflation Shock puts Central Banks in a Big Dilemma
In one line: PPI disinflation slowed in April, but will continue
U.S.- Can Solid Wage Gains and Easing Wage Pressure Co-exist?
EUROZONE - The EZ will flirt with recession in the second half of the year
U.K. - The MPC’s New Forecasts Imply Only One-to-Two More Rate Hikes Left
CHINA+- The BOJ isn’t satisfied, despite above-target inflation in Japan
EMASIA- The RBI is behind the curve
LATAM - The COPOM could raise rates a bit further, but the end is nearing
U.S.- Economic Growth will Rebound in Q2; the Fundamentals are Solid
EUROZONE - The ECB will Find it Hard to Justify QE Past Q3, even if Growth Slows
U.K. - MPC to Push Back Against Expectations of Rapid Rate Hikes
CHINA+- Zero-Covid, Sub-Zero Growth; China’s Economy Cratered in April
EMASIA- Trade in Vietnam has Yet to Flinch in the Face of Ukraine and China Hits
LATAM - A Good Start to 2022 for the Mexican Economy, but Risks Prevail
In one line: Japanese manufacturing stumbles on weaker new orders and employment
In one line: The most disruptive outbreak since Wuhan weighs heavy on Chinese activity
In one line: GDP growth slows a touch; rising core inflation more than offsets the fall in the energy rate.
In one line: Cracks appear in the BoJ’s positive yen view, despite the renewed commitment to dovish policy
In one line: The BoJ doubles down on yield curve control, defying market speculation
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