Canada Hourly Earnings Growth (% y/y, annual) …
12th July 2023
USD/JPY (end of year) …
Global, DM & EM Real GDP (2019 Q4 = 100) …
Global, EM and Asia (ex. Japan) Real GDP (% y/y, annual) …
US Personal Saving Rate (%, annual) …
United Kingdom Consumer Spending (% q/q) …
Canada Policy Interest Rate (%, annual long-term forecast) …
Table: Policy Interest Rate in Middle East & North Africa Economies (%, end of period) …
Table: Key UK Commercial Property Forecasts …
United Kingdom Office Valuation Score …
Table: Capital Economics China Activity Proxy Values (Jan. & Feb. data are averaged) …
China Activity Proxy - Sectors (% y/y) …
Poland Government Budget Balance (% of GDP) …
Italy Government Budget Balance (% of GDP, long-term forecast) …
Italy Government Budget Balance (% of GDP) …
Ireland Government Budget Balance (% of GDP) …
Euro-zone Government Budget Balance (% of GDP) …
Japan Government Budget Balance (% of GDP) …
India Government Budget Balance (% of GDP) …
China Government Budget Balance (% of GDP) …
UAE Inflation (% y/y, quarterly) …
Thailand Inflation (% y/y, quarterly) …
Singapore Inflation (% y/y, quarterly) …
South Africa Inflation (% y/y, quarterly) …
Euro-zone Inflation (% y/y, quarterly) …
Sub-Saharan Africa Inflation (% y/y, quarterly) …
World Inflation (% y/y, quarterly) …
Switzerland Policy Interest Rate (%, monthly) …
Poland Policy Interest Rate (%, monthly) …
China Policy Interest Rate (%, monthly) …
Canada Policy Interest Rate (%, monthly) …
Panama Inflation (% y/y, annual) …
UK Mortgage Advances Values (£bn) …
Ireland 10Y Government Bond Yield (%, end of quarter) …
China 10Y Government Bond Yield (%, end of quarter) …
But the labour market is softening and wage growth should bring services inflation down …
Headline and core inflation are well past their peaks …
Inflation should be near target by year-end …
The unemployment rate remains very low …
Housing downturn set to weigh on new dwellings inflation …
Used vehicle prices still have a long way to fall …
Energy inflation likely to remain muted …
And producer prices imply food CPI inflation will continue to fall …
US Housing Risk Indicators (Z Scores) …
CE forecast and OIS-implied year-end BoE Bank rate (%) …
Major DM Headline Inflation Forecasts (% y/y) …
Qatar Real GDP (% y/y) …
Panama Real GDP (% y/y) …
Poland Real GDP (% y/y) …
Vietnam Real GDP (% y/y) …
