EUR/USD (end of year) …
12th July 2023
Global, EM and Asia (ex. Japan) Real GDP (2019 Q4 = 100) …
Global, EM & MENA Real GDP (% y/y, annual) …
Policy Rates in Major DMs (%, monthly since 2000) …
US Voluntary Quits Rate & Wages (% y/y) …
United Kingdom Employment (% y/y, quarterly) …
United Kingdom Investment (£ millions, 2019 prices, quarterly) …
United Kingdom Consumer Spending (£ millions, 2019 prices, annual) …
Romania Policy Interest Rate (%, annual long-term forecast) …
Table: Policy Interest Rate in Sub-Sahara Economies (%, end of period) …
Table: Policy Interest Rate in Asia (ex. Japan) Economies (%, end of period) …
Table: Euro-zone Retail Property Forecasts …
Scandinavia Industrial Valuation Score against Equities …
UK Commercial Property Valuation Scores …
Crude Oil Prices (US$ per barrel, daily since Jan 2021) …
CE Crude Oil Price Forecasts (US$ per barrel, end of period, 2023-2025) …
China Activity Proxy (% y/y, period averages) …
UK Annual Mortgage Approvals (thousands) …
Table: Key UK Housing Interest Rate Forecasts …
UK House Prices (£, annual) …
Canada 10Y Government Bond Yield (%, end of quarter) …
Spain 10Y Government Bond Yield (%, end of quarter) …
We expect headline and core inflation to keep falling and to undershoot the ECB's forecasts …
... while electricity and gas inflation will pick up a bit …
That said, the drop in energy inflation is over. Fuel inflation will be broadly flat this year... …
Consumers' near term inflation expectations dropped in Q1 …
Driven primarily by falling goods inflation …
Headline and core inflation have dropped …
Rents keeping core rate elevated, especially for CPI …
PCE inflation on track to return to 2% by mid-year …
RPI inflation will fall further than CPI inflation …
CPI inflation will fall below 2% in April and below 1% later this year …
Netherlands Real GDP (% q/q since 2021) …
Policy Rates in Selected Sub-Saharan Africa Economies (%, end of year) …
Inflation in Major DMs (%, annual) …
Inflation in Selected Latin America Economies (%, annual) …
Inflation in Selected Emerging Europe Economies (%, annual) …
Real GDP in Major DMs (% y/y, annual) …
Real GDP in Selected Middle East & North Africa Economies (% y/y, annual) …
Table: Euro-zone Key Macro Variables (2015-2025) …
Japan CE GDP Nowcast and Real GDP (% q/q) …
Emerging Europe Real GDP (% q/q since 2021) …
Canada Real GDP Growth (%, quarterly since 2000) …
Germany Real GDP Growth (%, quarterly since 2021) …
Germany Real GDP Growth (%, quarterly since 2000) …
Euro-zone Real GDP Growth (%, quarterly since 2000) …
United States Real GDP (% q/q ann. since 2021) …
Table: UK Key Macro Variables (2015-2027) …
Ireland Inflation (% y/y, monthly) …
Vietnam Inflation (% y/y, monthly) …