- US - October core PCE likely up 0.30%, but details will reassure the FOMC
- EUROZONE - What are the SNB’s options as it edges closer to a policy rate of 0%?
- UK - Mr. Trump’s tariffs will have a limited direct impact on UK GDP
- CHINA+ - China’s household spending boosted by policy; GDP growth target in reach
- EM ASIA - Don’t get carried away by Thailand’s scorching hot Q3 GDP
- LATAM - The LatAm service is on holiday this week, returning next week.
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: An overdue bounce in demand from India moves the export recovery forward.
Miguel Chanco (Chief EM Asia Economist)Global
- In one line: A solid Q3, but downside risks have emerged.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A December rate cut is only just barely alive; a weak Q3 GDP print could still sway things.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Mr. Trump’s win likely slams the door on rapid Fed normalization next year
- EUROZONE - Early elections in Germany will pave the way for looser fiscal policy
- UK - A cautious MPC will cut rates once per quarter at most
- CHINA+ - China refrains from knee-jerk response to Mr. Trump’s election win
- EM ASIA - GDP growth in Indonesia slips below 5% in Q3, as we predicted
- LATAM - LatAm central banks to adopt a hawkish stance post-US election
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Headline inflation rebounds as electricity tariffs rise.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Rising inflation pressures on the back of bad weather conditions.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest cut; approaching the end of the easing cycle.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A modest rebound, but the outlook has deteriorated.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: A bold 50bp hike to bring inflation expectations in check.
Andrés Abadía (Chief LatAm Economist)Global
- US - The Fed would have to react to Trump’s trade tariffs this time
- EUROZONE - A Trump win would push EURUSD down, and yields up, on the day
- UK - Ms. Reeves torches Governor Bailey’s plans for rapid rate cuts
- CHINA+ - China’s PMIs point to stimulus gradually gaining purchase
- EM ASIA - The soft patch in ASEAN manufacturing continues
- LATAM - Mexico’s economy thriving in Q3, but outlook depends on US election
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Little to suggest the rut in industry is ending, despite increase.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Downside surprise, SNB will have to ease more than we previously thought.
Melanie Debono (Senior Eurozone Economist)Global
In one line: A big blow to hopes of a 50bp cut in December.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: Resilient, but the near-term outlook remains difficult.
Andrés Abadía (Chief LatAm Economist)Global
- US - Slow growth in October jobs will be more than a Boeing and Milton story
- EUROZONE - Mr. Trump’s 10% tariff would barely make a dent in EZ GDP
- UK - The Budget is worth 25-to-50bp on Bank Rate
- CHINA+ - Japan’s election result makes BoJ rate path more uncertain
- EM ASIA - Manufacturing single-handedly drives Singapore’s scorching Q3
- LATAM - Bad start to Q3 for inflation in Brazil and Mexico, but it should improve
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
In one line: Barely budging fuelling market expectations for faster ECB rate cuts.
Melanie Debono (Senior Eurozone Economist)Global
