Goods inflation back to normal; services will follow …
12th July 2023
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) …
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 …
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) …
Tunisia Real GDP (% y/y) …
Chile Real GDP (% y/y, period averages) …
Argentina Real GDP (% y/y, period averages) …
Luxembourg Real GDP (% y/y) …
Philippines Real GDP (% y/y) …
India Real GDP (% y/y) …
China Real GDP (% y/y, period averages) …
Canada Real GDP (% y/y, period averages) …
Spain Real GDP (% y/y) …
Euro-zone Real GDP (% y/y) …
Sub-Saharan Africa Real GDP (% y/y, period averages) …
Asia (ex. Japan) Real GDP (% y/y) …
DM & EM Real GDP (% y/y) …
Major EMs Core Inflation (% 3m ann., SA) …
Canada and US Core Inflation (% 3m ann., SA) …
Switzerland Headline and Core Inflation (% 3m ann., SA) …
Brazil Headline and Core Inflation (% 3m ann., SA) …
UK Real Consumer Spending Growth (% q/q, since 2021 Q1) …
Japan Non Performing Loan (NPL) Ratio Breakdown (%) …
US Fed Funds Rate Forecast Comparison (%, end-year, CE, OIS, FOMC) …
ECB Bank Lending Survey - Change in Demand for Bank Loans (Net % balance) …
