Global Economics Chart Pack Firmer evidence of easing price pressures Data over the past month have brought the clearest signs yet that inflation is starting to ease. Our estimate of world CPI inflation fell for the first time in 15 months in October, from 7.9% to 7.7%... 7th December 2022 · 12 mins read
Global Economics Chart Pack Upside surprises to Q3 GDP not a sign of things to come Many of the Q3 GDP releases of early-reporting economies have beaten consensus expectations in the past few weeks, especially in Europe. Not only did energy-crisis-laden Germany grow in Q3, rather... 11th November 2022 · 13 mins read
Global Economics Chart Pack Labour market resilience starting to fade The latest data suggest that the labour market strength, which has been a key feature of advanced economies this year, might be coming to an end. Admittedly, unemployment rates have generally been... 14th October 2022 · 12 mins read
Global Economics Chart Pack Major economies struggling for different reasons The latest data have revealed that the world’s major economies are all struggling, but for different reasons. In Europe, the energy crisis is largely behind the recent softness in consumer and... 14th September 2022 · 13 mins read
Global Economics Chart Pack Not all price pressures are easing There have been growing signs that we are at the turning point in global inflation. Commodity prices and shipping costs are down both in y/y and level terms, while product shortages have alleviated as... 12th August 2022 · 12 mins read
Global Economics Chart Pack Product shortages ease as activity weakens Recent data suggest that global economic activity was even weaker than we initially thought in Q2, with GDP probably contracting in several major economies including the euro-zone, UK and China. The... 13th July 2022 · 13 mins read
Global Economics Chart Pack Weak Q2 may be a sign of things to come Global economic activity might have contracted slightly in Q2, which would be the weakest outcome in recent history aside from the height of the pandemic and the Global Financial Crisis. Part of the... 15th June 2022 · 13 mins read
Global Economics Chart Pack High inflation is hurting real spending Recent data have shown the firmest evidence yet that high inflation is damaging real consumer spending in advanced economies. Real retail sales fell in the US, UK, and euro-zone in March, while... 13th May 2022 · 14 mins read
Global Economics Chart Pack Weak consumer confidence and renewed supply risks World GDP appears to have expanded at a below-trend pace in Q1 as high inflation limited real consumer spending and supply shortages and Omicron waves continued to disrupt activity. March’s broad... 14th April 2022 · 13 mins read
Global Economics Chart Pack Growing threats to global growth and inflation We warned at the start of the year that global growth would disappoint, while inflation would surprise to the upside in 2022 and recent events have added to those concerns. The surge in commodity... 15th March 2022 · 14 mins read
Global Economics Chart Pack Weak start to 2022 won’t deter monetary tightening While data from the past month have been consistent with global economic activity picking up some pace towards the tail end of 2021, timely data point to a weak turn of the year as the Omicron wave... 11th February 2022 · 14 mins read
Global Economics Chart Pack Inflation fears to keep central banks in tightening mode There were signs that supply shortages were starting to ease in some places at the tail end of 2021. World trade was its strongest since shortages began to bite a year ago and industrial production... 14th January 2022 · 13 mins read
Global Economics Chart Pack Shortages to maintain upward pressure on inflation Outside China, global inflation jumped from 5.0% to 5.5% in October, its highest level since 2008. And timely data point to a further rise in November. Base effects, fading ‘re-opening’ inflation, and... 14th December 2021 · 14 mins read
Global Economics Chart Pack More signs that the recovery is hitting the buffers Recent indicators confirm that the global recovery has continued, but also that it has entered a slower and more difficult phase. US GDP growth slowed sharply in Q3, and our China Activity Proxy... 11th November 2021 · 13 mins read
Global Economics Chart Pack Shortages limiting growth and boosting inflation With shortages of goods and labour still dominating the news, and following our Focus research into global shortages, we have added a new page to the Global Economics Chart Book to monitor their... 14th October 2021 · 13 mins read
Global Economics Chart Pack Global recovery slowing down a gear There have been growing signs of a slowdown in the pace of the global recovery in recent months. World industrial production fell in July and retail sales declined in almost all major economies, while... 20th September 2021 · 12 mins read