Drop-In: Global Economic Outlook – Recovery signs clouded by political uncertainty

Capital Daily
We think much of the weakness in EM FX has run its course

Long Run Focus
The consequences of falling fertility rates
US Chart Pack
US Chart Pack (June 2024)

China Activity Monitor
CAP: Growth slows but near-term prospects still good

Europe Economics Update
Q&A on French election: politics, economics, markets

Latin America Rapid Response
Mexico Bi-Weekly CPI (Jun. 2024)

Chief Economist's Note
Deficits don’t matter – until the bond market decides that they do

Global Economics Update
Where we stand after June monetary policy meetings

Emerging Europe Rapid Response
Poland Activity Data (May)

Europe Rapid Response
Germany Ifo Survey (June 2024)
Podcast
Bond markets in election season, the stock market bubble, India economic outlook and more

Canada Economics Weekly
Bank leaves its options open

China Economics Weekly
PBOC: Don’t worry about the weakness of credit

Capital Daily
Euro-zone PMIs point to lower bund yields and a weak euro

FX Markets Weekly Wrap
Greenback broadly flat as DM easing cycle gathers pace

Latin America Economics Weekly
Argentina’s IMF review, cautious central banks
