Canada CPI-trim Inflation (% y/y, monthly) …
12th July 2023
Spain Headline and Core Inflation (% y/y, quarterly) …
Italy Headline and Core Inflation (% y/y, quarterly) …
Japan Headline and Core Inflation (% y/y, quarterly) …
Australia Headline and Core Inflation (% y/y, quarterly) …
Ireland Core Inflation (% y/y, quarterly) …
China Core Inflation (% y/y, quarterly) …
UK Headline and Core Inflation (% y/y, annual) …
Portugal Core Inflation (% y/y, annual) …
Canada CPI-trim Inflation (% y/y, annual) …
Germany Core Inflation (% y/y, annual) …
Japan Core Inflation (% y/y, annual) …
Ireland Industrial Production (% y/y, quarterly) …
Bulgaria Industrial Production (% y/y, quarterly) …
Australia Industrial Production (% q/q) …
Australia Industrial Production (% y/y, quarterly) …
Japan Real GDP (% q/q since 2018) …
Euro-zone Real GDP (% q/q since 2021) …
United States Productivity Growth - Output per hour (% y/y, quarterly) …
Inflation in Major DMs (% y/y, period averages) …
CE Policy Rate Forecasts in BRICS Economies (%, end of year) …
Real GDP in BRICS Economies (% y/y, annual) …
EUR/USD (end of year) …
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 …
