- In one line: ASEAN’s main exporters are finally staging a revival… slowly.
Miguel Chanco (Chief EM Asia Economist)Global
- US - Core PCE numbers are improving, but more progress needed for rate cuts
- EUROZONE - All set for a hawkish first 25bp rate cut by the ECB this week
- UK - Forecast review: Persistence means patience for the MPC
- CHINA+ - US tariffs on “new trio” to have limited impact on Chinese exports
- EM ASIA - The devil’s in the details of India’s consensus-beating Q1 GDP print
- LATAM - Landslide victory in Mexico gives MORENA strong political capital
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: Under pressure on a sequential basis.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Food disinflation is intensifying.
Miguel Chanco (Chief EM Asia Economist)Global
In one line: Services too hot to handle, but the trend isn’t 4%.
Claus Vistesen (Chief Eurozone Economist)Global
- US - Indicators pointing to a worsening labor market still in the majority
- EUROZONE - German GDP growth will slow in Q2, but the recovery is durable
- UK - Services inflation surprise means MPC will wait until August to cut
- CHINA+ - BoK signals delay to rate cuts on rising inflation risks
- EM ASIA - Here comes the downshift in Indian GDP growth from 8%-plus
- LATAM - Banxico navigates sticky headline inflation amid slowing growth
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: On hold, but rate cuts will resume soon, assuming the MXN stabilises.
Andrés Abadía (Chief LatAm Economist)Global
- In one line: Gradual rate cuts ahead; data to guide pace.
Andrés Abadía (Chief LatAm Economist)Global
In one line: Was the rise in French private sector activity short-lived?
Melanie Debono (Senior Eurozone Economist)Global
In one line: Services leads the way while industry downturn is easing.
Melanie Debono (Senior Eurozone Economist)Global
In one line: Decent; services activity is firm, even as inflation pressures ease.
Claus Vistesen (Chief Eurozone Economist)Global
- In one line: The calm after last month’s madness.
Miguel Chanco (Chief EM Asia Economist)Global
- US - GDP growth is set to slow—but not collapse—squeezing down inflation
- EUROZONE - Sticky services inflation still the key threat to the outlook for rates
- UK - Sticking to June rate cut, as MPC words lately matter more than data
- CHINA+ - China’s activity data mixed, ahead of incoming support policies
- EM ASIA - Why you shouldn’t hang your hat on Thailand’s Q1 GDP surprise
- LATAM - Brazil’s activity index rebounds in Q1, but risks looming for H2
Ian Shepherdson (Chief Economist, Chairman and Founder)Global
- In one line: A poorer start to Q2 than suggested by the already-soft headline rates.
Miguel Chanco (Chief EM Asia Economist)Global
