- In one line: Better, but the overall picture is still one of subpar growth.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: February export pop isn’t so black and white.
Miguel Chanco (Chief EM Asia Economist)Global
Indonesia’s February export pop isn’t so black and white
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- In one line:GDP is on track to grow 0.3% quarter-to-quarter in Q1, beating the MPC's forecast.
Rob Wood (Chief UK Economist)UK
- In one line: Tight financial conditions remain a drag at the core level.
Andrés Abadía (Chief LatAm Economist)Latin America
Robust government bond issuance pushes up credit growth, despite lacklustre private sector credit demand
Duncan WrigleyChina+
In one line: Rebounding; likely escaping recession in Q1.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Unchanged from initial estimate; will rebound in March.
Melanie Debono (Senior Eurozone Economist)Eurozone
In one line: Downward revision to HICP rate signals bigger fall in EZ headline in February.
Melanie Debono (Senior Eurozone Economist)Eurozone
- In one line: On hold amid rising global uncertainty.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: On hold amid rising global uncertainty.
Andrés Abadía (Chief LatAm Economist)Latin America
In one line: An increase thanks to German rebound.
Melanie Debono (Senior Eurozone Economist)Eurozone
- Brazil’s retail sector is struggling as spending weakens amid uncertainty and higher interest rates.
- The service sector is slowing; high borrowing costs and softening labour-market conditions are drags.
- The trade war forces central banks to adopt a cautious approach, delaying a faster regional economic upturn.
Andrés Abadía (Chief LatAm Economist)Latin America
- Rural consumption alone cannot underpin India’s recovery indefinitely; urban demand is a must…
- …Encouragingly, household balance sheets have come a long way from their 2023 low point.
- Wage growth and formal-sector hiring are finding their feet too, supporting the rise in spending plans.
Miguel Chanco (Chief EM Asia Economist)Emerging Asia
- Swiss inflation has fallen thus far in Q1, so the SNB will trim rates this week...
- ...But another jumbo 50bp cut is highly unlikely; we look for a 25bp cut, taking the policy rate to 0.25%.
- The Swiss monetary easing cycle likely ends there, with inflation set to rise over the coming months.
Claus Vistesen (Chief Eurozone Economist)Eurozone
- GDP is trending up by 0.8% month-to-month annualised, despite January’s small output fall.
- Break-adjusted five-year inflation expectations hit a record high since 2009; the MPC must be cautious.
- We expect the MPC to vote eight-to-one to keep interest rates on hold this Thursday.
Rob Wood (Chief UK Economist)UK
- In one line: Industrial output slumps further; outlook remains weak.
Andrés Abadía (Chief LatAm Economist)Latin America
- In one line: Short-term volatility as stamp duty relief ends in April, but house prices will still rise 4% in 2025.
Rob Wood (Chief UK Economist)UK
