Chart of the Week - Higher tariffs on Chinese EVs? The EU (consumer) perspective
The deadline to inform EV exporters of preliminary findings and whether the EU tariffs will be imposed expires on 5 June, with the deadline to...
185 Views
Data Comment - Eurozone PMIs Signal Gradual Recovery and Easing Price Pressure
The eurozone composite PMI for May rose to 52.3 from 51.7, the highest level since May last year. The improvement reflects a steady pace of...
332 Views
Data Comment - US: April CPI Report Brings Relief for the Fed, but Not yet Enough Confidence
The US CPI report for April brought some relief for the Fed. Headline consumer inflation decelerated to 0.3% mom from 0.4% mom, with the yoy rate...
146 Views
EEMEA Macro Flash - Romania: The NBR Postpones the First Cut, Probably to 5 July
We had expected rate cuts to begin this month, locking in some of the 1pp in easing delivered through excess interbank liquidity, which stood at...
121 Views
EEMEA Macro Flash - Serbia: Inflation Getting Close to the Target Range
The inflation momentum edged up but remained in the 3.0-4.5% range it has been in since September 2023, with some monthly volatility, indicating...
119 Views