Mood among Czech consumers slides as industry tanks
We think spenders can still drive a rebound, but industrial underperformance remains a threat
Monthly repricing in Hungary back to elevated levels
The structure of inflation remains worrying in Hungary driven by high monthly repricing
Core inflation remains a red flag in Hungary
Repricing of core items in the Hungarian inflation basket remains uncomfortably high
Hungarian inflation surprised to the downside, but is still rising on base effects
The ISM services index was stronger than expected, thanks in part to concerts and cinema trips. Inflation is also picking up, but the Fed is still expected…
US ISM reports remain consistent with GDP slowdown despite the construction boom
ISM surveys point to softer US jobs and growth numbers ahead
Challenges mount for US manufacturing, construction and services
Per la BCE non è il momento di andare in vacanza
Eurozona, la produzione industriale cala a maggio
France: business climate stabilises, but growth outlook remains weak
ISM reports add to US recession fears
Japan's economic recovery is being driven by a tourism boom
Turkey: Second-highest January reading in current inflation series
Spain: PMIs remain in contraction territory
The downturn in the Spanish economy continues unabated. Both the services and manufacturing PMI remained below 50 in October, signalling a contraction.…
Dutch GDP jumps to above its pre-crisis peak
Dutch GDP surpassed its pre-crisis peak in the third quarter of 2021, growing 1.9% (QoQ), notably thanks to increasing service consumption. While social…
Resilient US households brush off Covid fears
Turkey: Central bank is likely to remain on hold in May given still high…
US: Service sector shifting gear
Czech Republic: December inflation lower
Czech retail sales hit by lockdown, but less than expected
Turkey's unemployment rate remains on a downward path
