Thank you! Click below to read the report Read the report now Don't have time to read it now? We've emailed you a link so you can read it at any time. You may also be interested in: US Rapid Response Personal Income & Spending (Dec.) The December income and spending data confirm that core PCE inflation has been running at an annualised pace in line with the Fed’s 2% target for seven months now. This reiterates the message that... 26th January 2024 · 2 mins read Europe Economics Weekly Misinterpreting the ECB Most commentators and investors have concluded that yesterday’s ECB meeting signalled that an April rate cut is a near certainty. We disagree. While an April rate cut is still our base case, the risks... 26th January 2024 · 9 mins read UK Economics Weekly Deflation risks may be on the horizon Big falls in the Ofgem utility price cap in April and July could mean that CPI inflation falls from 4.0% in December 2023 to just 0.3% by September. If the chances of inflation hovering only a bit... 26th January 2024 · 4 mins read Latin America Rapid Response Brazil IPCA-15 (January 2024) The slightly larger-than-expected decline in Brazilian inflation in the first half of this month, to 4.5% y/y, seals the deal on another 50bp cut in the Selic rate (to 11.25%) at next week’s central... 26th January 2024 · 2 mins read Pagination Previous … Page 724 Page 725 Page 726 Page 727 Current page 728 Page 729 Page 730 Page 731 Page 732 … Next
US Rapid Response Personal Income & Spending (Dec.) The December income and spending data confirm that core PCE inflation has been running at an annualised pace in line with the Fed’s 2% target for seven months now. This reiterates the message that... 26th January 2024 · 2 mins read
Europe Economics Weekly Misinterpreting the ECB Most commentators and investors have concluded that yesterday’s ECB meeting signalled that an April rate cut is a near certainty. We disagree. While an April rate cut is still our base case, the risks... 26th January 2024 · 9 mins read
UK Economics Weekly Deflation risks may be on the horizon Big falls in the Ofgem utility price cap in April and July could mean that CPI inflation falls from 4.0% in December 2023 to just 0.3% by September. If the chances of inflation hovering only a bit... 26th January 2024 · 4 mins read
Latin America Rapid Response Brazil IPCA-15 (January 2024) The slightly larger-than-expected decline in Brazilian inflation in the first half of this month, to 4.5% y/y, seals the deal on another 50bp cut in the Selic rate (to 11.25%) at next week’s central... 26th January 2024 · 2 mins read
