- In one line: Hot, and likely to get hotter still.
Claus Vistesen (Unknown)Global
- In one line: Used car prices to blame for the upside surprise; little near-term momentum in the rest of the core basket.
samuel tombs (UK Economist)Global
- U.S. - Delta Hit August Jobs Hard, and the Rebound will Take Time
- EUROZONE - A V-shaped Recovery in the EZ Economy in Now in Sight
- U.K. - Why is the U.K.'s Recovery Still Lagging Behind the Eurozone's?
- CHINA+ - China's Equity Rebound will Lack Fundamental Drivers
- EM ASIA - India's Year is Shaping Up to be a Smaller Mirror Image of 2020
- LATAM - Brazil's Q2 GDP Stalled, but Q3 Data will be Better as Some Shocks Ease
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: Previous commodity prices fed through.
Freya Beamish (Chief Asia Economist)Global
- U.S. - Delta Hit August Jobs Hard, and the Rebound will Take Time
- EUROZONE - A V-shaped Recovery in the EZ Economy is Now in Sight
- U.K. - Why is the U.K.’s Recovery Still Lagging Behind the Eurozone’s?
- CHINA+ - China’s Equity Rebound will Lack Fundamental Drivers
- EM ASIA - India’s Year is Shaping Up to be a Smaller Mirror Image of 2020
- LATAM - Brazil’s Q2 GDP Stalled, but Q3 Data will be Better as Some Shocks Ease
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: This is just the start of the Delta hit; tapering delayed.
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: A welcome surprise, but unlikely to last.
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: The recovery continues, but downside risks are emerging
Andres Abadia (Senior International Economist)Global
- In one line: Slower orders should ease some pressure on the supply side.
Claus Vistesen (Unknown)Global
- In one line: Food base effects continue to push up inflation.
Claus Vistesen (Unknown)Global
- U.S. - Q3 Growth Set for 4-to-5%, but Inventories are a Wild Card
- EUROZONE - Q3 will be good, despite softening survey data
- U.K. - Most Supply Constraints Should Ease, Apart From Labour Shortages
- CHINA+ - The Services Collapse in August Highlights the Cost of “Zero Covid”
- EM ASIA - The Extension of BI’s “Burden Sharing” Could End Before it Starts
- LATAM - The Latest Covid Wave Continues to Ease, but Delta-Hit Mexico Still Lags
Ian Shepherdson (Chief Economist and Founder)Global
- In one line: Hot, but well-anticipated by markets, and mostly due to technical factors.
Claus Vistesen (Unknown)Global
- In one line: We probably aren’t yet out of the Delta woods, even though the latest outbreak has been put down
samuel tombs (UK Economist)Global
- In one line: The PBoC signalled a needed RRR cut
samuel tombs (UK Economist)Global
