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Emerging Markets Economics Focus Assessing the inflation threat from EM labour markets Labour markets look very tight in Central Europe and a handful of other EMs (particularly in Latin America), and we think that wage growth is unlikely to fall far enough in these countries to bring... 2nd March 2023 · 19 mins read
Europe Data Response Euro-zone Flash HICP (Feb.) February’s increase in core inflation will reinforce ECB policymakers’ conviction that significant rate increases are needed. For some time we have been forecasting a 50bp hike at the meeting in two... 2nd March 2023 · 3 mins read
Global Economics Update PMIs: Industry struggling but possibly past the worst The broad-based improvement in the output components of February’s manufacturing PMIs suggests that the worst of the global industrial downturn is already in the rear-view mirror. That said, it is too... 1st March 2023 · 3 mins read