Views, insights and observations from our experts
Our guest blogger used Macrobond to construct a model for US jobs ahead of Friday’s figures.
Our guest bloggers use Macrobond and Indicio to predict that the June figure will fall to a six-month low.
We are predicting that July NFP will come in at 193,000 – slightly below the 200,000 consensus.
A comprehensive understanding of where US employment is headed is key for gauging monetary policy.
US 'soft landing' outlook back on the table after last week's lower-than-expected 3% CPI release
As Japanese demographics suddenly turn inflationary, companies are scrambling for solutions.
Unrealised bond losses at Japanese banks are less than 10 percent of their US equivalents.
Guest blogger Simon Barry says easing food price inflation will be welcomed by households and the ECB.
Our model predicts 1.05% (MoM) for German industrial production. How close did we get?
Too many economists may be attached to the “higher for longer” narrative.