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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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In one line: Banking stress? What banking stress?
In one line: Will Germany just about avoid recession?
In one line: French activity is brushing off strike action.
In one line: Markets believe the ECB is done; we don’t.
In one line: Another 50bp ECB hike in May?
In one line: Manufacturing finally ekes out some growth.
In one line: Lifted by a leap in services; manufacturing rolled over.
In one line: Now points to stagnation but leading indicators suggest it will fall again.
In one line: The manufacturing downturn is easing but has further to run.
In one line: No longer consistent with a recession.
In one line: The pace of the fall in German activity eased again.
In one line: A mixed bag; the PMIs and INSEE disagree on the pace of activity in services.
In one line: A decent finish to 2022, but still consistent with a technical recession.
U.S. - Don’t be Deceived by Strong-Looking Homes Sales and Orders
EUROZONE - Don’t be Fooled by Robust German Q3 GDP Data; Growth is Slowing
U.K. - Sterling’s Rally Has Run its Course; A Renewed Depreciation Looks Likely
CHINA+ -Policy-Supported Sectors Outperform in Broad Profit Decline
EM ASIA - India’s Q3 GDP will have a Lot of Moving Parts; Expect a Let-Down
LATAM - Will the Mexican Economy Continue to Perform Strongly in 2023?
U.S. - The Labor Market is Softening; Further Fed Hikes are Dangerous
EUROZONE - Hawkish ECB speak remains consistent with a 50bp hike in December
U.K. - Still Set for a Recession, Despite the Lower Path for Borrowing Costs
CHINA+ - China’s current account surplus shoots higher in Q3
EM ASIA - Indonesia’s Q3 GDP Shows its Economy is in a League of its Own
LATAM - The Mexican Economy Defied Many Drags in Q3, but Pain is Coming
In one line: Upward revision nothing to write home about.
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