US Nominal Wage Growth (% y/y, 2018 - 2028) …
12th July 2023
EM Real Retail Sales (s.a., Dec. 19 = 100) …
CE EM Interest Rate Diffusion Index (Number of central banks raising rates less number cutting rates) …
Spain & Euro-zone Core Inflation (% y/y, since Q4 2019) …
UK Policy Interest Rate (%, Q4 2019 - Q4 2025) …
10Y Bond Yields in Germany, UK & US (% y/y, Q1 2021 - Q4 2025) …
US new homes for sale (000s ann., Q1 2000 - Q4 2025) …
US Employment Growth (% y/y, Q1 2017 - Q4 2025) …
Foreigners’ Net Purchases of EM Bonds & Equities Breakdown …
Global Steel Demand Proxy (% y/y) …
Luxembourg Government Budget Balance (% of GDP) …
China Government Budget Balance (% of GDP, quarterly) …
Hong Kong Inflation (% y/y, quarterly) …
Japan Inflation (% y/y, quarterly) …
DM & EM Inflation (% y/y, quarterly) …
Australia Policy Interest Rate (%, monthly) …
UK Office Rental Value Growth Forecasts (% y/y) …
Global, EM & SSA Real GDP (2019 Q4 = 100) …
Global, EM & LATAM Real GDP (2019 Q4 = 100) …
Global, DM & EM Real GDP (% y/y, annual) …
China Activity Proxy - Sectors (2019 = 100, seas. adj.) …
Mexico Policy Interest Rate (%, quarterly) …
US Unemployment Rate (%, annual) …
Mexico Unemployment Rate (%, annual) …
Argentina Unemployment Rate (%, annual) …
UK Unemployment Rate (%, annual) …
Belgium Unemployment Rate (%, annual) …
US Unemployment Rate (%, quarterly) …
US Unemployment Rate (%, monthly) …
Canada Unemployment Rate (%, monthly) …
Tunisia Current Account Balance (% of GDP) …
US Current Account Balance (% of GDP) …
Canada Current Account Balance (% of GDP) …
UK Current Account Balance (% of GDP) …
Japan Current Account Balance (% of GDP) …
China Current Account Balance (% of GDP) …
Tunisia Government Budget Balance (% of GDP) …
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 …
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) …
