In one line: A new record high, thanks to tariff front-running by US firms.
Melanie Debono (Senior Eurozone Economist)Eurozone
Don’t panic about the continued ballooning of India’s trade deficit
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Solid start to the year, but risks loom.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Banxico cuts again but strikes a cautious tone.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Small boost from tariff-front running, which likely continued as President Trump pushed back reciprocal tariffs by 90-days.
Rob Wood (Chief UK Economist)UK
- In one line:Fading consumer caution will keep GDP ticking along.
Rob Wood (Chief UK Economist)UK
- In one line: Retail finishes Q1 strongly, but headwinds still limit momentum.
Andrés Abadía (Chief LatAm Economist)Latin America
In one line: Industry supported EZ GDP in Q1, as did the labour market.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: The core remains soft, but surveys point to upside risks.
Claus Vistesen (Chief Eurozone Economist)Eurozone
In one line: A strong first quarter for the Swiss economy.
Melanie Debono (Senior Eurozone Economist)Eurozone
Tariff shock puts small business under further pressure.
Oliver Allen (Senior US Economist)US
A larger-than-expected Ramadan bump in Indonesian sales that isn’t expected to last
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: Gradually easing labour market justifies further gradual rate cuts.
Rob Wood (Chief UK Economist)UK
- In one line: Easter distorts the BRC, but look through that and retail sales volumes are still rising strongly.
Rob Wood (Chief UK Economist)UK
- In one line: Job and pay growth improve slightly as payroll tax drag eases, but the MPC downplay the REC now.
Rob Wood (Chief UK Economist)UK
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: More food disinflation to come in May; the 2025 consensus remains far too high.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line: The housing market slowdown will be temporary according to the RICS.
Rob Wood (Chief UK Economist)UK
- In one line: Keeping ‘gradual’ guidance disappointed market expectations, but the MPC are on track for a couple more cuts this year.
Rob Wood (Chief UK Economist)UK
