Global Economics Chart Pack Global Economics Chart Pack (Sep. 2023) While economic activity was generally more resilient than feared in the first half of 2023, there are growing signs that many major economies are losing momentum. We expect most advanced economies to... 14th September 2023 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (Aug. 2023) While economic activity was generally more resilient than feared in the first half of 2023, we expect global growth to disappoint in the coming quarters. We doubt that another bout of policy stimulus... 14th August 2023 · 1 min read
Global Economics Chart Pack Global Economics Chart Pack (Jul. 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 14th July 2023 · 1 min read
Global Economics Chart Pack Inflation falling, but core rates too sticky for comfort While headline CPI prints have been encouraging in recent months, policymakers will be nervous about the stickiness of core inflation. Average headline inflation in major advanced economies had... 14th June 2023 · 10 mins read
Global Economics Chart Pack Surveys giving mixed messages at start of Q2 Q1 GDP releases have confirmed that the major economies avoided recession at the start of the year and some of the more recent survey data suggest that this resilience continued into Q2. The composite... 12th May 2023 · 12 mins read
Global Economics Chart Pack Mixed signals for now but broader weakness to come Recent data appear to confirm that economic activity held up better than feared at the start of 2023. Retail sales rose in most major economies over the first two months of the year, world industrial... 13th April 2023 · 13 mins read
Global Economics Chart Pack Credit growth slowing even before banking strains Even before SVB’s collapse prompted a reassessment of the health of the global banking system, bank credit conditions were already tightening in response to higher interest rates. We have written many... 17th March 2023 · 13 mins read
Global Economics Chart Pack Recessions postponed, not cancelled A raft of strong data out of the US have poured cold water on the idea that its economy has tumbled into recession at the start of 2023. And this comes after GDP data revealed that the euro-zone and... 16th February 2023 · 13 mins read
Global Economics Chart Pack Recent good news doesn’t preclude DM recessions The past month has brought a string of positive developments on the activity and inflation side. The biggest news has been China’s decision to throw in the towel on its zero-COVID policy, which... 13th January 2023 · 13 mins read
Global Economics Chart Pack Firmer evidence of easing price pressures Data over the past month have brought the clearest signs yet that inflation is starting to ease. Our estimate of world CPI inflation fell for the first time in 15 months in October, from 7.9% to 7.7%... 7th December 2022 · 12 mins read
Global Economics Chart Pack Upside surprises to Q3 GDP not a sign of things to come Many of the Q3 GDP releases of early-reporting economies have beaten consensus expectations in the past few weeks, especially in Europe. Not only did energy-crisis-laden Germany grow in Q3, rather... 11th November 2022 · 13 mins read
Global Economics Chart Pack Labour market resilience starting to fade The latest data suggest that the labour market strength, which has been a key feature of advanced economies this year, might be coming to an end. Admittedly, unemployment rates have generally been... 14th October 2022 · 12 mins read
Global Economics Chart Pack Major economies struggling for different reasons The latest data have revealed that the world’s major economies are all struggling, but for different reasons. In Europe, the energy crisis is largely behind the recent softness in consumer and... 14th September 2022 · 13 mins read
Global Economics Chart Pack Not all price pressures are easing There have been growing signs that we are at the turning point in global inflation. Commodity prices and shipping costs are down both in y/y and level terms, while product shortages have alleviated as... 12th August 2022 · 12 mins read
Global Economics Chart Pack Product shortages ease as activity weakens Recent data suggest that global economic activity was even weaker than we initially thought in Q2, with GDP probably contracting in several major economies including the euro-zone, UK and China. The... 13th July 2022 · 13 mins read
Global Economics Chart Pack Weak Q2 may be a sign of things to come Global economic activity might have contracted slightly in Q2, which would be the weakest outcome in recent history aside from the height of the pandemic and the Global Financial Crisis. Part of the... 15th June 2022 · 13 mins read
