UK Data Response Consumer Prices & Producer Prices (May) May’s drop in UK consumer price inflation demonstrated that strong growth in economic activity is not causing underlying price pressures to build. 17th June 2014 · 1 min read
Asia Economics Update Indian wholesale inflation spikes, but should ease ahead Today’s data show that wholesale price inflation in India increased sharply in May, denting the optimism stemming from the decrease in consumer price inflation in the same month. 16th June 2014 · 1 min read
Europe Economics Weekly Peripheral industry on its feet but not ready to run Industrial production is now expanding faster in the euro-zone’s periphery than in the core. While this reflects progress made towards restructuring in the peripheral economies, industry still faces... 16th June 2014 · 1 min read
Global Inflation Watch Threat of deflation lingering in euro-zone Inflation is likely to remain very low in most advanced economies during the coming year or two, despite a gradual acceleration of economic growth and continued ultra-loose monetary policy. The one... 12th June 2014 · 1 min read
Asia Economics Update Indian industry moving tentatively in the right direction Today’s figures on Indian industry were the most positive in many months. These data are volatile though and don’t yet provide convincing evidence that the sector has finally turned a corner... 12th June 2014 · 1 min read
US Economics Update Small businesses warn about price pressures Recent trends in the small business sector highlight how an easing in credit constraints is oiling the wheels of growth and that a rise in both wage and price inflation may be lurking around the... 10th June 2014 · 1 min read
China Data Response Consumer & Producer Prices (May.) Today's inflation data confirm our view that broader price pressures are stable and that concerns about deflation, sparked by a short-lived fall in headline inflation in April, were overplayed. 10th June 2014 · 1 min read
Bank of Japan Watch “Third arrow” may trigger additional monetary stimulus The Bank of Japan will likely leave policy settings unchanged at the meeting that concludes on Friday (13 th June). We continue to expect more easing in October as it becomes clear that inflation... 10th June 2014 · 1 min read
Latin America Economics Update Mexico: Improving inflation outlook to keep interest rates low An improving outlook for inflation in Mexico suggests that Friday’s surprise interest rate cut is unlikely to be reversed in a hurry. We expect interest rates to remain at their new historic low of 3... 9th June 2014 · 1 min read
Emerging Europe Economics Update Central Europe's deflation risk not as great as the euro-zone's There are growing concerns that, as the euro-zone flirts with deflation, Central Europe could suffer a similar fate. However, the drivers of the deflation threat in the region are different and seem... 9th June 2014 · 1 min read
Latin America Economics Update BCB’s inflation headache goes from bad to worse The larger-than-expected rise in Brazil inflation in May leaves it on course to breach the upper bound of its target range over the coming months. This would be a major blow to the central bank... 6th June 2014 · 1 min read
Global Economics Chart Pack Growth rebounding in second quarter The world economy slowed significantly in Q1, largely because output contracted in the US and growth weakened in China. But this should be followed by a rebound in the current quarter. Indeed, the... 5th June 2014 · 1 min read
China Economics Update Inflation Monitor (Jun.14) With both consumer and producer price inflation likely to have risen in May, there are few convincing signs that China is sliding into deflation. This should ease calls for the People’s Bank to roll... 5th June 2014 · 1 min read
UK Economics Chart Pack Strong growth but still no productivity rebound While the latest activity surveys suggest that the recovery might have gathered pace in the second quarter, a revival in productivity has remained elusive. Indeed, firms are hiring workers in record... 4th June 2014 · 1 min read
Europe Chart Pack Deflation risks still mounting May’s fall in euro-zone HICP inflation from 0.7% to 0.5% left it at its joint weakest rate since October 2009 and far beneath the ECB’s 2% price stability ceiling. There is no sign of inflationary... 4th June 2014 · 1 min read
Europe Data Response Euro-zone GDP Breakdown (Q1), Final PMI (May) & PPI (Apr.) The latest batch of data on the euro-zone maintained the strong pressure on the ECB to provide further policy stimulus at tomorrow’s Governing Council meeting. 4th June 2014 · 1 min read
