Global Datanote: CPI, Brazil, October, 2024

• In one line: Rising inflation pressures on the back of bad weather conditions. 

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: BCRP Rate Decision, Peru, November, 2024

• In one line: A modest cut; approaching the end of the easing cycle.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: CPI, Mexico, October, 2024

• In one line: A modest rebound, but the outlook has deteriorated.

Andrés Abadía (Chief LatAm Economist)Global

Global Datanote: Monetary policy meeting, Brazil, November, 2024

• In one line: A bold 50bp hike to bring inflation expectations in check.

Andrés Abadía (Chief LatAm Economist)Global

6 November 2024 Global Monitor Markets see a Trump win as inflationary; it's all about tariffs

• 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

Global Datanote: Final Manufacturing PMIs, Eurozone, October 2024

In one line: Little to suggest the rut in industry is ending, despite increase.

Melanie Debono (Senior Eurozone Economist)Global

Global Datanote: Manufacturing PMI, ASEAN, October

• In one line: A quiet start to Q4.

Miguel Chanco (Chief EM Asia Economist)Global

Global Datanote: Inflation, Switzerland, October 2024

In one line: Downside surprise, SNB will have to ease more than we previously thought.

Melanie Debono (Senior Eurozone Economist)Global