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Tariffs weigh on India's growth outlook despite tax relief
India

Tariffs weigh on India's growth outlook despite tax relief


Deflationary effects could push down CPI, bringing rate cuts forward

Deepali Bhargava

United States
US job worries intensify calls for immediate Fed rate cuts
US job worries intensify calls for immediate Fed rate cuts
Hungary
Hungarian retail sales and industry suggest weak start to the third quarter

Hungarian retail sales and industry suggest weak start to the third quarter

The latest economic activity data did little to suggest a brighter short-term future
United States
Czech Republic
Hungary
Poland
...
Think Ahead: US inflation data unlikely to block a rate cut

Think Ahead: US inflation data unlikely to block a rate cut

A 0.3% increase in CPI is unlikely to stop the Fed from cutting rates, given evidence of cooling activity and a stalling jobs market
FX Daily: Deteriorating jobs market to smooth dollar decline
FX Daily: Deteriorating jobs market to smooth dollar decline
Asia week ahead: Key data on China, Japan, South Korea and Taiwan
Asia week ahead: Key data on China, Japan, South Korea and Taiwan
Rates Spark: The US 10yr sniffs an excuse to test 4%
Rates Spark: The US 10yr sniffs an excuse to test 4%
Risks to Czech inflation from wages and emission allowances
Risks to Czech inflation from wages and emission allowances
FX Daily: Mood on jobs worsens ahead of US payrolls
FX Daily: Mood on jobs worsens ahead of US payrolls
Rates Spark: A Beige Book that smells a tariff stutter
Rates Spark: A Beige Book that smells a tariff stutter

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