Canada Data Response Teranet-National Bank House Prices (Jan.) January's pick-up in house price inflation isn't that surprising when you consider last year's home buying rush that was triggered by fears of rising mortgage rates. Now that home sales are dropping... 12th February 2014 · 1 min read
Asia Economics Update India's policy options limited by stubborn inflation Today’s output and inflation data from India were, in each case, a little better than expected but they won’t drive away the dark cloud that hangs over the outlook for the economy. Industrial... 12th February 2014 · 1 min read
UK Data Response Bank of England Inflation Report (Feb 14.) The revamp of the Bank of England’s forward guidance unveiled in February’s Inflation Report is likely to shift the emphasis back to the benign outlook for inflation and should therefore ensure that... 12th February 2014 · 1 min read
Nordic & Swiss Economics Update Sedlabanki holds, but will hike later this year Although the Icelandic central bank left its policy rate unchanged today, the Sedlabanki gave a strong indication that it is likely to tighten policy later this year. 12th February 2014 · 1 min read
China Economics Update Inflation Monitor (Feb.) Chinese New Year usually delivers a spike in consumer price inflation. This year though, prices have remained unusually subdued. Inflation is unlikely to be of much concern to policymakers at least... 11th February 2014 · 1 min read
Asia Economics Weekly Inflation to fall in Indonesia despite currency weakness Bank Indonesia meets this week with the rupiah having so far come through the latest period of EM turmoil in reasonable shape. As such, it is under little pressure to follow other EM central banks in... 10th February 2014 · 1 min read
Latin America Economics Update No evidence that weaker currencies are fuelling higher inflation Inflation was lower-than-expected across much of Latin America last month, which may help to dampen fears that weak currencies will fuel higher inflation. Despite this, another 50bp interest rate hike... 7th February 2014 · 1 min read
US Economics Update Rising rents to boost core inflation Low vacancy rates, falling unemployment and faster earnings growth will drive the rents inflation higher over the next year or two. In addition to signs that wage growth is poised to accelerate, this... 6th February 2014 · 1 min read
Europe Economics Update Should Sweden be worried about deflation? Sweden is less at risk from a prolonged and damaging bout of deflation than the euro-zone, despite the fact that CPI inflation is currently lower in the former. 5th February 2014 · 1 min read
Europe Chart Pack Brighter signs don't preclude need for more policy action Despite the recent bout of disappointing global economic news and financial market turbulence, economic indicators like the PMI suggest that the euro-zone’s fragile recovery gained a bit of a momentum... 5th February 2014 · 1 min read
UK Economics Chart Pack Outlook for 2014 still bright The economic recovery appears to have remained strong at the start of 2014. Although the composite CIPS/Markit activity index weakened again in January, it still points on the basis of past form to... 5th February 2014 · 1 min read
Nordic & Swiss Economics Update Should Sweden be worried about deflation? Sweden is less at risk from a prolonged and damaging bout of deflation than the euro-zone, despite the fact that CPI inflation is currently lower in the former. 5th February 2014 · 1 min read
US Economics Update New PPI data won't predict CPI inflation any better The revamp of the producer prices data will provide a more comprehensive measure of pipeline price pressures, but it may not give us a greater insight into where consumer price inflation is heading. 4th February 2014 · 1 min read
Europe Economics Update Deflation dangers are greater this time While a bout of deflation in the euro-zone back in 2009 proved to be short-lived and harmless, there are reasons why a new episode of falling prices would be longer-lasting and more damaging. 4th February 2014 · 1 min read
Emerging Europe Economics Update Currency turmoil not yet a risk to EM inflation As things stand, the recent sharp falls in emerging market (EM) currencies do not appear to be a major threat to EM inflation. Even those emerging economies that have borne the brunt of the currency... 31st January 2014 · 1 min read
Europe Data Response Euro-zone Flash CPI (Jan.) & Unemployment (Dec.) The latest euro-zone unemployment and inflation data maintained the pressure on the ECB to do more to ward off deflation risks, perhaps as soon as next week. 31st January 2014 · 1 min read
