- In one line: Disinflation resumes, but risks linger.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Holding—understandably—in spite of the tariff let-down.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Dire July employment report makes a September easing far more likely
- EUROZONE - Our ECB and SNB rate cut calls now hang in the balance
- UK - Payroll falls should ease as tax hike drag begins to fade
- CHINA+ - China’s Politburo strikes confident tone about trade risks
- EM ASIA - Taiwan’s retail sales shrink in Q2; downside risk to our 6.4% GDP call
- LATAM - Brazil holds rates steady as tariffs cloud growth and inflation outlook
ian shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Above consensus; September cut hangs in the balance.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: A further climb in goods inflation is still in the pipeline.
Oliver Allen (Senior US Economist)Global
- In one line: Revisions reveal a sharp slowdown; September easing incoming.
Oliver Allen (Senior US Economist)Global
- In one line: Mining volatility drags on Q2, but growth outlook holds firm.
Andrés Abadía (Chief LatAm Economist)Global
In one line: A blow for ECB doves and September rate cut hopes.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Discount the base effects lifting food inflation; the headline should now stabilise.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Export growth is in for a weaker H2.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Early US trade deals in July help ASEAN manufacturing find its feet, for now.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: China’s manufacturing sector rocked by trade uncertainty
Duncan WrigleyGlobal
- In one line: On hold, signalling caution amid heightened uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Underlying growth has slowed sharply since late 2024.
Oliver Allen (Senior US Economist)Global
- In one line: Solid momentum but headwinds lingering.
Andrés Abadía (Chief LatAm Economist)Global
In one line: China's Q2 Politburo meeting downplays trade risks, focuses on domestic issues like price wars
Duncan WrigleyGlobal
- US - The slide in the dollar looks like all pain and no gain
- EUROZONE - White smoke in Scotland: the EU and US strike a trade deal
- UK - Payroll falls should ease as tax hike drag begins to fade
- CHINA+ - BoJ official hints at brightening growth outlook after trade deal
- EM ASIA - Taiwan’s retail sales shrink in Q2; downside risk to our 6.4% GDP call
- LATAM - Brazil’s inflation plateaus as demand softens and disinflation forces build
ian shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: A ten-month low, as consumer sectors continue to broadly weaken.
Miguel Chanco (Chief EM Asia Economist)Global
