- U.S. - The Labor Market is Softening, but it is not Rolling Over
- EUROZONE - Should Bunds be at 3% or Higher? The Term Premium Says Yes
- U.K. - The MPC Will Pivot Quickly; Stable Rates in 2024 Are Not Our Base Case
- CHINA+ - China’s Industrial Profits Improve Further Stoking Investment Demand
- EM ASIA - Indonesia’s Narrow Q3 GDP Miss Worse Than It Looks
- LATAM - Mexico’s GDP Still Resilient in Q3, but Growth Momentum Set to Ease
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: The slowdown is becoming broad-based.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: No end in sight for the recession in EZ manufacturing.
Melanie Debono (Senior Eurozone Economist)Global
- In one line: The BNM keeps the OPR accommodative, eyeing other instruments to manage MYR weakness.
Moorthy Krshnan (Senior Asia Economist)Global
- U.S. - Unemployment Likely will Rise even if Job Gains Remain Close to 200K
- EUROZONE- A Dovish ECB, Despite No Talk of Rate Cuts Next Year
- U.K. - MPC Won’t Hint at 2024 Rate Cuts Just Yet, Despite Data Surprises
- CHINA+ - More Stimulus Provides a Growth Cushion Going into 2024
- EM ASIA - BSP’s Off-Cycle Rate Hike a Rash Move; Expect No More This Quarter
- LATAM - We Still Expect Brazil’s Selic Rate to Be Cut to Around 7% Next Year
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Slowing the pace of easing, due mainly to a challenging external backdrop.
Andres Abadia (Senior International Economist)Global
- U.S. - Why has Consumption been so Strong, and what will Happen Next?
- EUROZONE- The ECB will take a breather this week
- U.K. - CPI Inflation Still on Track to Be Below 3% Six Months From Now
- CHINA+ - Household Spending and Targeted Support Boost China’s Q3 GDP
- EM ASIA - BI’s Unnecessary Defence of the Rupiah Probably Won’t Last Long
- LATAM - Minutes Indicate No Rate Cuts from Banxico in the Short Term
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: A solid performance, but downside risks are gathering.
Andres Abadia (Senior International Economist)Global
- U.S. - Higher for Longer is not Higher Forever; the Distinction Matters
- EUROZONE- Up coming Swiss Election Will Not Move the Needle for the Economy
- U.K. - September CPI Inflation to Hold Steady, Below the MPC’s Forecast
- CHINA+ - Credit Data Reveals China’s Targeted Stimulus Is Enough, for Now
- EM ASIA - Unconvinced Singaporean Manufacturing Is out of the Woods
- LATAM - Minutes Indicate No Rate Cuts from Banxico in the Short Term
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: The bleeding in exports stopped, somewhat, in Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Adopting a wait-and-see approach as both upside and downside risks to growth and inflation pick up.
Moorthy Krshnan (Senior Asia Economist)Global
