US inflation relief keeps the door open to a September rate cut
Inflation has risen 0.2% and has boosted the chance of Fed rate cuts this year, but we need to see much more before the Fed relaxes
A cooling US economy points to swifter rate cuts
Further evidence of moderating growth, easing inflation pressures and a cooling jobs market reaffirm market expectations that the next Fed move is going to…
What's next for the US after the summer spending splurge
The US has performed well, but rapid increases in borrowing costs are adding to the challenges for the economy
US inflation continues to cool, but with revisions to income and spending it points to the household sector having more firepower left than previously thought
Consumer spending is strong but with excess savings soon to be exhausted and student loan repayments restarting, financial stresses will intensify
US spending and inflation numbers boost the case for another rate hike
US: Fed inflation fears keeps the pressure on for rate hikes
50bp from the Fed in May looks odds on
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
Russian data supports the central bank's hawkish bias
$35tn wealth surge provides solid platform for US growth
Russian activity slowed down in 3Q, more headwinds seen for 4Q
US growth re-accelerating after 3Q Covid speed bump
US household wealth jumps $32.2tn from pandemic low
Despite the loss of economic output and jobs over the past 18 months, household wealth has increased $32tn thanks to massive stimulus from both government…
US spending outlook boosted by income gains
The July personal income and spending report shows household finances are in very good shape and this will keep consumer spending supported. Inflation,…
Job glut fuelling US household optimism
US household wealth surged $20tn despite the pandemic
Russian activity exceeds expectations in April
The US spending surge is underway
Russian consumption improves in February, adding credibility to the hawkish CBR
US: Wealth surges even in a pandemic
