Global, EM & LATAM Real GDP (2019 Q4 = 100) …
12th July 2023
Global, DM & EM Real GDP (% y/y, annual) …
US Personal Saving Rate (%, quarterly) …
UK Saving Rate (%, quarterly) …
United Kingdom Investment (% y/y, annual) …
Table: EM Exchange Rate Forecasts v USD (end of period) …
New Zealand Policy Interest Rate (%, annual long-term forecast) …
US Policy Interest Rate (%, annual long-term forecast) …
UK Policy Interest Rate (%, annual long-term forecast) …
Table: Policy Interest Rate in Emerging Europe Economies (%, end of period) …
Table: Policy Interest Rate in Major Advanced Economies (%, end of period) …
Scandinavia Office Valuation Score against Equities …
United States Office Valuation Score against Equities …
United States Retail Valuation Score against Govt Bonds …
Retail Commercial Property Valuation Scores by Geography …
Core Central & Eastern Europe Commercial Property Valuation Scores …
Scandinavia Commercial Property Valuation Scores …
Euro-zone Commercial Property Valuation Scores …
China Activity Proxy - Sectors (2019 = 100, seas. adj.) …
Services firms' selling price expectations have risen a little recently …
And 3m core inflation has come down a long way, which should bring the y/y rate down further …
But firms' selling price expectations still point to lower core inflation …
Wage growth to return to pre-pandemic rates soon …
Further slowdown in rent inflation in the pipeline …
Goods inflation back to normal; services will follow …
But expected wages and prices still don't imply 2% inflation yet …
Thailand Inflation (% y/y, annual) …
China Inflation (% y/y, period averages) …
US Inflation (% y/y, period averages) …
Italy Inflation (% y/y, period averages) …
Germany Inflation (% y/y, period averages) …
Japan Inflation (% y/y, annual) …
Latin America Inflation (% y/y, period averages) …
UK Government Debt (% of GDP, long-term forecast) …
Poland Government Debt (% of GDP) …
Germany Government Debt (% of GDP, long-term forecast) …
Japan Government Debt (% of GDP) …
GBP/EUR (end of quarter) …
USD/JPY (end of quarter) …
Table: Key Commodity Price Forecasts (end of period) …
UAE Inflation (% y/y, monthly) …
Peru Inflation (% y/y, monthly) …
Ukraine Inflation (% y/y, monthly) …
China Inflation (% y/y, monthly) …
UK Real Household Disposable Income (% y/y, annual) …
New Zealand Nominal Wages (% y/y, quarterly) …
Japan Monthly Earnings Growth (% y/y, including bonuses, quarterly) …
Australia Hourly Earnings Growth (% y/y, excluding bonuses, quarterly) …
Mexico Policy Interest Rate (%, quarterly) …
US Unemployment Rate (%, annual) …
