Projected US Asset Returns (%, average annual returns) …
12th July 2023
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) …
Aggregate EM Inflation* (% y/y) …
France & Euro-zone Core Inflation (% y/y, since Q4 2019) …
Headline Inflation in the EZ, UK & US (% y/y, Q4 2019 - Q4 2025) …
Switzerland Real GDP (% q/q since 2018) …
Netherlands Real GDP (% q/q since 2018) …
Italy Real GDP (% q/q since 2021) …
Germany Real GDP (% q/q since 2021) …
Table: Commodity Price Forecasts (end of year) …
China Fixed Asset Investment as a Share of GDP (%) …
France Policy Interest Rate and 10Y Bond Yield (%, quarterly) …
Taiwan Real GDP (% q/q since 2018) …
Portugal Real GDP (% q/q since 2018) …
Nominal Policy Rates in Major DMs (%, 1970-2050) …
US Real Consumer Spending and GDP Growth (% y/y) …
CE Composite Model US Recession Probabilities (in 3 & 6 months) …
UK BTL Mortgage Advances For House Purchase (thousands, annual) …
UK Mortgage Arrears (> 2.5% of balance, % share of loans, annual) …
Policy Rates in Selected EM Europe Economies (%, end of year) …
Inflation in Selected Sub-Saharan Africa Economies (% y/y, annual) …
Inflation in Selected Asia (ex. Japan) Economies (%, annual) …
Real GDP in Selected Sub-Saharan Africa Economies (% y/y, annual) …
China Policy Interest Rate and 10Y Bond Yield (%, quarterly) …
Euro-zone Employment (% y/y, quarterly) …
US Single-family Housing Starts (% y/y, annual) …
US House Prices (% q/q) …
Latin America Headline and Core Inflation (% y/y, monthly) …
Canada CPI-common Inflation (% y/y, monthly) …
Belgium Headline and Core Inflation (% y/y, quarterly) …
New Zealand Headline and Core Inflation (% y/y, quarterly) …
Canada Headline and CPI-trim Inflation (% y/y, quarterly) …
China Industrial Production (% y/y, monthly) …
Spain Industrial Production (% y/y, quarterly) …
Romania Industrial Production (% y/y, quarterly) …
Poland Industrial Production (% y/y, quarterly) …
