Australia & New Zealand Rapid Response Australia Labour Market (Apr. 2024) 16th May 2024 · 2 mins read
Global Economics Chart Pack Global Economics Chart Pack (May 2024) Our Global Economics Chart Pack has been updated with the latest data and our analysis of recent developments. The latest data suggest that activity in Europe picked up at the start of this year, and... 15th May 2024 · 0 mins read
Australia & New Zealand Rapid Response Australia Wage Price Index (Q1 2024) 15th May 2024 · 2 mins read
UK Economics Rapid Response UK Labour Market (Mar. 2024) While the further easing in regular private sector pay growth in March suggests that wage pressures faded a bit faster than the Bank of England expected, broader measures of wage growth are probably... 14th May 2024 · 3 mins read
Australia & New Zealand Economics Update RBNZ to cut rates more aggressively than most expect We expect the RBNZ to leave policy settings unchanged at its meeting next week. Although the domestic economic backdrop is clearly weak, lingering risks around inflation persistence means policy... 14th May 2024 · 6 mins read
Europe Chart Pack Europe Chart Pack (May 2024) The latest data are consistent with our view that the euro-zone will grow only slowly in the coming quarters. With the labour market softening and inflation continuing to fall, the ECB has signalled... 9th May 2024 · 1 min read
Australia & New Zealand Economics Update Inflationary pressures in the labour market set to chill All signs are that unit labour cost growth in New Zealand will plummet in the coming quarters. Coupled with subdued domestic demand, that should feed through to lower non-tradables inflation in short... 9th May 2024 · 5 mins read
UK Economics Chart Pack UK Economics Chart Pack (May 2024) While regular private sector wage growth in February and services CPI inflation in March were both a bit higher than the Bank of England had expected, we still think that the flatlining of the economy... 8th May 2024 · 1 min read
US Economics Weekly Fundamentals point to slower wage growth Fed Chair Jerome Powell argued in his post-FOMC press conference this week that, despite the stickiness of inflation in recent months, additional interest rate hikes were still “unlikely”. We still... 3rd May 2024 · 5 mins read
US Rapid Response Employment Report (Apr.) April’s employment report was weaker across the board; with employment growth slowing back to the pace from last fall, the unemployment rate ticking up to 3.9% and average hourly earnings growth... 3rd May 2024 · 2 mins read
UK Economics Weekly OECD too gloomy, rebound in job vacancies fleeting Our forecast that CPI inflation will fall further than most expect explains why we think the OECD’s recent take on the UK economy is too gloomy. And while the recent rebound in job vacancies could... 3rd May 2024 · 8 mins read
Australia & New Zealand Economics Weekly Central banks won’t breathe easy just yet New Zealand's labour market was in worse shape last quarter than most had anticipated. What's more, with the economy clearly struggling, labour market slack is likely to rise further. However, with... 3rd May 2024 · 4 mins read
Global Economics Update Will high labour cost growth thwart disinflation? Rapid growth in unit labour costs poses an upside risk to core inflation in many advanced economies. However, firms’ pricing power is weakening and we think that it will continue to do so. As a result... 2nd May 2024 · 5 mins read
