CE 2024 Headline Inflation Forecast and Mid-Point of Inflation Targets for EM Europe Economies (% y/y) …
12th July 2023
Asia (ex. Japan) & EM Headline Inflation (% y/y, period averages) …
US Light Vehicle Sales (millions, annualised) …
UK Employment (thousands, monthly) …
Poland 10Y Govt Bond Yield (%, monthly) …
Ireland 10Y Govt Bond Yield (%, monthly) …
Egypt 10Y Govt Bond Yield (%, monthly) …
Russia 10Y Govt Bond Yield (%, monthly) …
US 10Y Govt Bond Yield (%, monthly) …
Canada 10Y Govt Bond Yield (%, monthly) …
Ireland 10Y Govt Bond Yield (%, daily) …
Euro-zone Real Household Disposable Income Growth (% y/y, quarterly since 2015) …
Japan Nominal Total Bank Deposits (Yen bn) …
Japan Railway Usage (2015 = 100) …
CE Gold & Silver Price Forecasts (US$ per troy ounce, end of quarter, since Q1 2016) …
CE Crude Oil & US Natural Gas Price Forecasts (end of quarter, since Q1 2016) …
UK Mortgage Affordability (%, quarterly) …
Canada CFIB Factors Causing Difficulty (% of firms) …
Canada Employment and Productivity Growth (% y/y, long-term forecast) …
Canada Core and Vehicle Retail Sales (CAD $mn, volumes) …
Canada Household Interest Payments (% of Household Income) …
Euro-zone Consumers' Major Purchases Intentions and Car Registrations …
Euro-zone Big 4 Consumer Confidence …
Euro-zone Big 4 EC Economic Sentiment Indicator …
Germany Industrial Production (2015 = 100) …
Germany Employment Growth (% y/y, long-term forecast) …
Euro-zone Big 4 Unemployment Rates (%) …
US Labour Force (Thousands) …
UK Real GDP Growth (% y/y, Q1 2017 - Q4 2025) …
UK House Prices (monthly) …
Net Returns for UK Housing (%) …
CE UK Narrow FCIs …
Carbon dioxide accounts for ~75% of global greenhouse gas emissions …
Projected UK Asset Returns (%, average annual returns) …
Projected US Asset Returns (%, average annual returns) …
Table: Projected Asset Returns (%, annual average, local currency terms) …
Crude oil prices have risen in recent months …
Global OECD CLI & Global GDP (% q/q) …
Major Central Banks Policy Rates (%, monthly) …
Headline Inflation (% y/y, monthly) …
Global Aluminium Demand Proxy (% y/y) …
All-Property Net Yield Shift Forecasts in EZ, UK & US (bps, 2023 - 2027) …
US new home sales (000s ann., Q1 2000 - Q4 2025) …
US 30-year mortgage interest rate (%, Q1 2000 - Q4 2025) …
US Nominal Wage Growth (% y/y, Q1 2017 - Q4 2025) …
US Real GDP Growth (% y/y, Q1 2017 - Q4 2025) …
Aggregate EM Goods Exports ($US bn, s.a.) …
EM Food CPI (% y/y) …
CE Headline Inflation Forecast and Mid-Point of Inflation Targets (2024, % y/y) …
EM Headline Inflation by Region (% y/y) …
