EA: ECB Not Yet Stuck By Service Prices
EA inflation matched consensus expectations of 2.5% y-o-y in June despite German softness as a Benelux surge offset it, with the outcome 6bps...
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HEM: Doves Stay the Course
The Bank of England appears eager to implement a rate cut in August, which some view as overly dovish. The European Central Bank's potential rate...
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HEW: Holding Patterns
Central banks in Sweden, Mexico, and the Philippines have maintained their rates this week, with EA activity remaining stable according to ESI...
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EA Stalled Without Crashing
European surveys are sending mixed messages, as the PMIs crash while the ESI is stalled. We see residual seasonality polluting the PMI, making its...
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UK: The Fiscal Steer for Keir
Labour still seems set to win the UK’s 4 July general election with a manifesto that avoids its likely response to the fiscal pressures it...
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