- In one line: Optimistic on growth but increased uncertainty on inflation.
Moorthy Krshnan (Senior Asia Economist)Global
- In one line: Temporary pressures but underlying trends under control.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Core improvement amid weather-driven pressures.
Andrés Abadía (Chief LatAm Economist)Global
- US - Fears of a labor market downturn will supplant inflation worries at the Fed
- EUROZONE - Right wing in France suffers defeat, as do French pollsters
- UK - Huge Labour majority will usher in modestly better growth
- CHINA+ - PBoC preparing to boost long-term bond yields
- EM ASIA - June CPI laying the groundwork for BSP and BoT cuts next month
- LATAM - Brazil’s economic tightrope; the COPOM faces a balancing act
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Upward revision doesn’t change picture of cooling output growth in June.
Melanie Debono (Senior Eurozone Economist)Global
- US - May’s PCE data show the Fed has already done more than enough
- Eurozone - We’re lifting our EZ GDP growth forecasts for Q2, by 0.1pp to 0.3%
- UK - Forecast review: Cutting through a storm of strong data
- China+ - China’s light industry outperforms heavy industry, amid soft demand
- EM Asia - Thailand’s year-end digital cash handout will be no silver bullet
- LatAm - Banxico holds rates steady but signals potential for future cuts
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Virtually unchanged, but still on track for around 2% by August.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Struggling as domestic demand falters.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation intensifies, returning the headline back to BI’s target.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A more dovish hold, unfazed by the peso’s wobble.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Trebling of shipping costs likely to add 0.04pp at most to core PCE inflation
- EUROZONE - EZ PMIs stumbled at the end of Q2; will they pick up again in Q3?
- UK - The MPC is itching to cut, so two rate reductions this year are likely
- CHINA+ - Japan’s stagflation conundrum; service sector at risk of stagnation
- EM ASIA - A reprieve for Singapore’s long-suffering semiconductor sector
- LATAM - Mexican economy falters amid challenges and uncertainty
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Slower but still decent growth and price pressures are easing.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Stung by renewed weakness in manufacturing.
Claus Vistesen (Chief Eurozone Economist)Global
In one line: Hit by political uncertainty, but no panic.
Claus Vistesen (Chief Eurozone Economist)Global
- In on line: A hawkish hold, prioritising inflation anchoring, and restoring credibility.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A non-event; expect more of the same through Q3.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: Gradual rate cuts, with potential pauses, amid temporary inflation pressures and economic recovery.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Q2 exports now look salvageable, after a sturdy May.
Miguel Chanco (Chief EM Asia Economist)Global
