Europe Chart Pack Europe Chart Pack (August 2023) This new Chart Pack has been designed to replace our Chart Book in response to client feedback to make our insights more accessible, and with more options to incorporate them into your workflow. Use... 3rd August 2023 · 1 min read
Emerging Markets Economics Update Lessons from the early EM interest rate cutters The key points that stand out from the recent moves by central banks in Brazil, Chile and Hungary to cut interest rates are, first, how quickly policymakers have shifted from hawkish to dovish and... 3rd August 2023 · 4 mins read
Event US Drop-In: July CPI and the Fed policy outlook 1691676000 We think the Fed’s done with raising rates and won’t hike again at its September meeting – but much will depend on the next couple of inflation reports, including July’s.
UK Economics Update Close to the summit, but rates to stay at the peak for a year Today’s 25 basis point (bps) rise in interest rates from 5.00% to 5.25% may be followed by another hike in September to a peak of 5.50%. But rates appear close to the summit. Even so, the Bank’s new... 3rd August 2023 · 3 mins read
UK Economics Rapid Response Bank of England Policy Announcement (3rd Aug. 2023) 3rd August 2023 · 3 mins read
UK Economics Focus Lessons on taming inflation from the 1970s and 1980s One key lesson from the bouts of inflation in the 1970s and 1980s is that core inflation faded only once a loosening in the labour market drove down the job vacancy rate to more normal levels. We... 2nd August 2023 · 11 mins read
RBI Watch Food inflation surge muddies the policymaking waters The recent surge in food price inflation means the RBI’s policy decision on Thursday 10 th August is now less of a formality than it had appeared. On balance, we still think that the MPC will keep the... 2nd August 2023 · 6 mins read
Asia Economics Update Thailand: no more rate hikes, El Niño the key risk 2nd August 2023 · 3 mins read
UK Economics Chart Pack UK Economics Chart Pack (Aug. 2023) Despite the easing in CPI inflation from 8.7% in May to 7.9% in June and core inflation from 7.1% to 6.9%, we think strong wage growth and the continued resilience of real GDP will mean interest rates... 1st August 2023 · 1 min read
Australia & New Zealand Economics Update RBA stays on hold again The Reserve Bank of Australia left rates unchanged at 4.10% for the second consecutive month. And while the Board continued to strike some hawkish notes, there is a good chance that its tightening... 1st August 2023 · 2 mins read
Australia & New Zealand Rapid Response Reserve Bank of Australia Meeting (Aug. 23) 1st August 2023 · 2 mins read
Australia & New Zealand Data Response Australia CoreLogic House Prices (Jul.) Australia’s house-price rebound went full steam ahead in July. At the margin, that should strengthen the case for the RBA to lift its cash rate by a further 25bp at its meeting later today... 1st August 2023 · 2 mins read
China Chart Pack China Chart Pack (Jul. 23) China's reopening recovery has fizzled out and the economy is now at risk of slipping into a recession. We think policymakers will provide enough stimulus to avoid this and deliver a modest... 31st July 2023 · 1 min read
