Haver charts of the week. 880 million in the week ended December 7, down 6,000 from 1.

Haver charts of the week g. in/edbywdWM Listen on Spotify 🎧: https://lnkd. This week's Empire State survey of manufacturing in the New York Area, for example, revealed that the 6- month ahead capex intentions index had strengthened a little in October, specifically to 17. in/gK6QrK-b Listen on Spotify 🎧: https://lnkd. Nov 22, 2024 · Chart of the Week. in Haver Analytics’ Post Haver Analytics 5,353 followers 4mo Report this post Latest Charts of the Week: Up, down, and somewhere in between The decisions from several central banks this week have, on the whole, amplified hopes that the world economy remains on course for a In our charts this week, however, we steer away from the daily macro and market news cycle and highlight six charts instead that give some colour on some of the key macroeconomic trends that have 📣 Charts of the week and new podcast episode out now: The Chips Are Up Again In the absence of top-tier economic data, corporate earnings reports, particularly from the technology sector, have In our charts this week we focus on: 📣 Negative global growth surprises 📣 The recent strength of the US dollar 📣 Slowing euro area inflation 📣 Weaker bank credit growth in the US and To improve comparability, the data was standardized and smoothed over a one-week period. Sep 23, 2022 · In the meantime the fragility of China's real estate sector and broader economy – a theme in our second chart this week – are generating ramifications for export growth in its key trading partners (e. 2% in both 2024 and 2025. Dec 12, 2024 · In the meantime, many Asian economies face additional challenges, including the potential for higher tariffs on trade (chart 6) and lingering debt-related problems in China (chart 7). Sep 2, 2022 · Haver Analytics is launching today its inaugural ‘Charts of the Week' publication. Newly started construction and completions in the real estate sector are still falling at a very rapid rate (in year-on-year terms), as evidenced in chart 3 below. 5% y/y in Q4 from 4. Aug 24, 2023 · N. Jun 20, 2024 · Soft landing narratives have remained in vogue in financial markets in recent weeks, partly due to weaker-than-expected US inflation data (see chart 1). Generating sufficient domestic growth momentum to mitigate those problems is also proving to be tough for a number of countries, not least in Japan (chart 8). As noted, the relative resilience of the US economy, nevertheless, has continued to surprise forecasters, and some potential reasons for this are subsequently highlighted (in charts 4 May 26, 2023 · Our last two charts then return to inflation issues and examine the relatively high level of energy price inflation in the UK compared with the US and to a lesser extent the euro area (in chart 5). ly/havercharts Growing fears about the underlying health of the world's banking… 📣 NEW Charts of the week and podcast episode: Oil Consuming Expectations about when exactly central banks will begin an easing cycle have remained a dominant driver of financial market trends . CONTACT US. Finally, we note that geopolitical risks appear to have been fading of late relative to outsized levels from earlier this year (see chart 6). in/eBg-eWQz During a week with minimal market-moving data and few Latest Charts: Global vulnerabilities, inflation, credit and labour markets 👉 https: Haver Analytics’ Post Haver Analytics 5,278 followers 1y Charts of the Week: Almost Singing the Same Tune The incoming data over this week have painted a more downbeat picture of the global economic outlook. Our latest Charts of the Week and podcast episode are out👉 https: Haver Analytics’ Post Haver Analytics 5,292 followers 1y Report this post Latest Charts and #podcast episode: Fading supply chain pressures, Haver Analytics’ Post Haver Analytics 5,297 followers 1y Report this post Sep 19, 2024 · The four-week moving average of claims is 227,500 in the week ended September 14, down from 231,000 in the week ended September 7. The potential for positive inflation surprises from the recent climb in the oil price is then explored in our next exhibit (chart 3). The latter has been driven in large part by falling energy prices (chart 3) and has emerged notwithstanding still-tight labour markets (chart 4). in/gUSPx2fn Over the past few days there has been In our charts this week we home in on: 🔎Financial market volatility 🔎US data surprises and the Fed 🔎Japan’s carry trade and the BoJ 🔎Technology companies and equities 🔎US banking Our latest Charts of the Week 'Walking a tightrope' is out now: https: //lnkd. Sep 8, 2023 · In our charts this week we dig into this with some perspective on the downbeat messaging from September’s sentix surveys (chart 1) and our calculations for credit impulses in the US and the euro area (chart 2). Nov 14, 2024 · In our charts this week we illustrate some of the forces at play as policymakers weigh up their responses. Oct 27, 2023 · Then, ahead of the ECB’s policy decision later this week, we look at the messages from its latest Q3 survey of bank lending conditions (chart 3). Sep 30, 2022 · Last week’s surprisingly strong US employment report has diminished investors’ expectations that central banks would quickly shift to more relaxed monetary policies. 5% y/y in the first 20 days of March New podcast episode for Charts of the Week is out! Listen here: https://bit. A potential easing of US fiscal policy (e. in/gHZcwp_b Listen on Spotify 🎧: https://lnkd. In our charts this week we focus on: ⚡️Upbeat GDP data for Q2 ⚡️The messaging from August’s sentix surveys ⚡️Ebbing US unit labour cost pressures ⚡️Target-friendly inflation Feb 17, 2023 · Listen to our latest podcast and view our Charts of the Week here: https://lnkd. Feb 23, 2024 · Wage inflation in the euro area Another more inflation-friendly data point that emerged from the euro area this week concerned negotiated wage growth. Oct 13, 2023 · One of the key channels via which global growth could be dislodged as a result of a war in Israel and Gaza is the oil price, which we focus on next (chart 4). Charts of the Week: Back to inflation Some stability has returned to financial markets over the past few days thanks to some inflation-friendly economic data,… 📣 NEW Charts of the week and podcast episode: Oil Consuming Expectations about when exactly central banks will begin an easing cycle have remained a dominant driver of financial market trends We're back with 'Something for everyone' in this week's latest Charts of the Week release. Nov 4, 2022 · The capacity utilisation gauges in this week's US ISM survey for October (e. The average size of a mortgage loan application was $386,700 in the week ended November 1st, up 0. 📣 Latest Charts of the Week: Contained for now Get the free publication here: https://lnkd. But… Haver Analytics on LinkedIn: Charts of Our latest Charts of the Week 'It’s the economy, stupid!' is out now: https://lnkd. But… Charts of the Week: Revisions, Risks, Reforms, Repeat In the absence of incoming data that might have influenced the economic outlook, the financial press has… Latest Charts of the Week: Inflation focus The ECB’s decision to lower its key policy rates by 25 basis points this week, while widely anticipated… Nov 14, 2024 · Initial claims for unemployment insurance were 217,000 seasonally adjusted in the week ended November 9, down 4,000 from the prior week; that earlier amount was not revised from last week’s release. Jan 13, 2023 · This week’s NFIB survey for December additionally suggested a reduced inclination from the small company sector to raise prices in the period ahead. Nov 17, 2023 · Japan’s economy has also drawn attention this week following a much weaker-than-expected GDP report for Q3 (see chart 5). Renewed concerns about the US Fed's ability to lower interest… Nov 6, 2024 · The share of applications for ARMs was 7. 20 December 2024. Jan 18, 2024 · For instance, we provide insights into the volume of trade traversing the Red Sea (see chart 1), we explore the recent fluctuations in energy prices and the impact of geopolitical unrest (chart 2), and we examine global shipping costs (chart 3) and pressures on global supply chains (charts 3 and 4). Dec 2, 2022 · In the meantime, downside risks to the outlook in China have accumulated thanks to enduring challenges with COVID and a recent flare-up of social instability (see charts 4 and 5). Latest Charts of the Week: Inflation focus The ECB’s decision to lower its key policy rates by 25 basis points this week, while widely anticipated… 4 days ago · Charts of the Week. Unemployment rates vary markedly across states. Aug 18, 2023 · Pessimism about the UK has, in particular, become fairly acute and has possibly now been further magnified following this week’s spate of economic data (chart 4). As for Europe, much of this week’s data has been more damning for the economic outlook which we underscore via the ECB’s latest Q2 bank lending survey (in chart 4). By sector, US equities were lifted by a strong performance in information technology and communication services, while utilities and energy partially dragged. Headline inflation is finally easing off its highs in large part thanks to ebbing energy prices. November 21 Watch. Finally, we highlight China’s electric vehicle production, given the sector's significance for the world economy and its prominent role in the industrial policies of several nations (chart 6). Jun 9, 2023 · Among other potential negatives, this week's data flow signalled a big slowdown in export growth in China (chart 3), still-fragile growth expectations from the global investor community (chart 4), and increasing inventory imbalances in the US economy (chart 5). Has households' purchasing power returned to its pre-inflation level? 01/08/2025 Charts of the Week: Almost Singing the Same Tune The incoming data over this week have painted a more downbeat picture of the global economic outlook. This is then contrasted with the firming trend for core inflation in the UK and the ebbing trend in the US and euro area (in chart 6). This week’s New York Empire State survey was a case in point insofar as the headline activity index plummeted to its weakest level since the lockdown period of H1 2020 and specifically to -32. 7% in Q3 2023 (see chart 4) This is good news for those members of the ECB Governing Council that are concerned about firming wage pressures and its links with service sector inflation. 67% in April. As our next chart suggests, that might be, in part, because semiconductor sales have picked up pace. 3% y/y in 2023 to 3. Jan 4, 2024 · Equity markets Equity markets in the US experienced a strong year in 2023, with investable market assets logging more than 25% of total dollar returns (chart 2). In our charts this week, we examine: Latest Charts of the Week: Inflation focus The ECB’s decision to lower its key policy rates by 25 basis points this week, while widely anticipated… Nov 18, 2022 · China's economy too has been in the spotlight this week thanks to a barrage of weaker-than-expected data, some of which we highlight in our fifth chart. But the longer-term outlook for that economy remains uncertain, one reason for which we focus on next (chart 4). The Action Economics Forecast Survey expected the latest week to be 224,000, that is, slightly larger than it turned out. A broadly-based weakening in global demand and ebbing cost and price pressures as supply chain bottlenecks ease are some common threads. Jul 14, 2023 · In our charts this week we illustrate how the Blue Chip consensus for GDP growth and inflation in 2023 for some of the world’s major economies appears to have decoupled from global influences in recent months (charts 1 and 2). Nov 21, 2024 · Global investors have responded with a more optimistic take on the outlook for the US economy but with more pessimistic views about the rest of the world (chart 1). Dec 19, 2024 · Chart 1: Global equity markets versus G10 growth and inflation surprises. North America and Europe show highest profits in 2025. Latest Charts of the week: Geopolitical scarring In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief… Sep 16, 2022 · Inflation expectations and energy This message chimes too with market based gauges of long-term US inflation expectations. 5 from 15. Finally, we zoom in on Japan's economy and its weaker-than-expected Q3 GDP report which was also published this week. Oct 28, 2022 · China's housing market This week's batch of economic data also revealed that China's housing market took a further turn for the worse in September. While this week’s indicators of UK labour market activity were stronger than expected, much of the earnings data suggested that wage pressures are beginning to moderate (see chart 6 below). May 19, 2023 · The US yield curve The shape of the US Treasury market yield curve still suggests very high odds of a US recession in the period ahead. 30% on September 14th – still stands much lower than its high of 2. Jul 26, 2024 · As this final chart suggests, this week’s data from South Korea revealed still-firm demand for semiconductors, and firmer pricing power in that sector as well. Feb 17, 2023 · The UK labour market Our final chart this week stays with labour market issues and specifically homes in on UK wage pressures. The April aggregation of the regional sentix surveys, for example, revealed another retreat in investors’ expectations for global economic growth in the period ahead even though assessments about the current economic climate improved. Sep 29, 2023 · Against that backdrop our charts this week focus on the more downbeat messages that have emerged of late from the global economic dataflow (charts 1, 2 and 3). For example, private sector regular pay growth rose by just 0. 886 million in the previous week. . But… Our charts specifically home in on the following factors: 📣Fading global supply chain pressures 📣Weaker inflation in the euro area 📣The slowdown in China’s trade 📣The fragility of Charts of the Week: Almost Singing the Same Tune The incoming data over this week have painted a more downbeat picture of the global economic outlook. 📣 Latest Charts of the week and podcast episode: Energising the politics A debate about the precise timing of a Fed rate cut has continued to dominate financial market sentiment in recent days. Oct 17, 2024 · UK inflation There was good news on the UK inflation front this week too thanks to a slew of weaker-than-expected data for wages and prices. On a brighter note, this week’s Q2 GDP data from Japan were much stronger than forecasters had anticipated notwithstanding less favourable underlying details (chart 5). Latest Charts of the week: Geopolitical scarring In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief European Economist. Apr 4, 2024 · World trade flows South Korea's open economy and its significant position in the global semiconductor (and broader electronics) value chain makes its trade data a key indicator for global economic trends. Mar 10, 2023 · The global business cycle At the broader global level, there was some tentative evidence too from this week’s sentix surveys to suggest that growth momentum is cooling. We look, for instance, at the decoupling that’s unfolded between global equity markets and broad measures of the money supply (in chart 1). Read our latest Charts of the Week 'Following the leader' here: https://lnkd. These data specifically slowed to 4. Mar 17, 2023 · In our first two charts this week we illustrate how financial stress has been building and how markets have re-assessed their expectations for Fed policy in recent days. 9 in January from -11. Jul 28, 2023 · In light of this, our charts this week look at the view that persists among investors that a Fed policy tightening cycle is indeed close to completion (in chart 1). 35% this week, extending its run of rate hikes to nine meetings in a row. Duration: 30 Minutes With that in mind our charts this week offer some perspectives on the following factors: · Market expectations for Fed policy · Global growth surprises and copper prices · Economic growth in New podcast episode for Charts of the Week is out! Listen here: https://bit. Jun 27, 2024 · Evidence is certainly mounting that global growth momentum is slowing (see charts 2 and 3), that financial conditions are tightening (charts 4 and 6), and that central banks may now be more hesitant to loosen monetary policy in the period immediately ahead (chart 5). in/eqNNW9Wg 🎧 The shift toward a soft landing consensus that had been in vogue since the start of this year has 📣 Latest Charts of the Week: Oiling the wheels Get the PDF here: https://lnkd. in/eegDSRv7 Last week's Charts of the Week: The potency of policy A recurring theme in the dataflow over the past week concerns the potency of monetary policy. Another positive CPI… Charts of the Week: Back to inflation Some stability has returned to financial markets over the past few days thanks to some inflation-friendly economic data, some dovish signals from several Latest Charts and #podcast episode: Fading supply chain pressures, Haver Analytics’ Post Haver Analytics 5,178 followers 1y Report this post Charts of the Week: Almost Singing the Same Tune The incoming data over this week have painted a more downbeat picture of the global economic outlook. Aug 4, 2023 · The downgrade of US government debt by a credit rating agency has been a big driver of this week’s financial market gyrations. Charts of the Month – 10 Critical Across Asset Charts for Q4. Apr 14, 2023 · The global business cycle This week’s economic data in the meantime have been painting a gloomier picture of the global growth outlook. in/euKM3ZPx Listen on Spotify 🎧: https://lnkd. Although the US Fed cut interest rates by 25 bps this week, the commentary and forecasts left investors much more concerned about the scope for looser policy in 2025. The extent to which those forecasts may be jeopardized will arguably now hinge on the interplay between geopolitical instability, oil prices, inflation and monetary policy (see charts 2, 3, 4 and 5). There is arguably less unanimity among investors on this over ECB policy but this week’s euro area money supply data certainly indicate that its monetary tightening campaign is Apr 11, 2024 · In our charts this week we explore recent shifts in the consensus view toward global growth and inflation as revealed by the latest Blue Chip survey of Economic Forecasters (charts 1 and 2). And that bodes well for that underlying inflation gauge in the period ahead, as evidenced in chart 2 below. Equity markets and liquidity The importance of monetary policy, in the meantime, for financial market outcomes in recent months is evidenced in chart 6 below. We conclude this week though with some broader perspectives on global current account imbalances (chart 5) and then on how China appears to have lost its allure as a haven of foreign May 5, 2023 · A more upbeat view about the US economy is, nevertheless, being signalled by this week’s labour market reports, one of which we additionally illustrate (in chart 3). 880 million in the week ended December 7, down 6,000 from 1. While not all regions will show Charts of the Week Research & Analysis. Another trigger, however, can be traced to the UK, where heightened concerns about debt sustainability and inflation have – as our second chart suggests – perhaps Oct 14, 2022 · And this shows no sign of letting up. An additional reason, however, for that souring of sentiment concerns monetary policy. in/gHZcwp_b A soft landing narrative has continued to shape sentiment in… Charts of the Week: Communication Challenges This week’s decision by the Fed to lower its key policy rate by 50bps was widely - but not universally - expected in financial markets. 2% m/m August, its lowest monthly growth rate for seven months. While high domestic inflation was cited as a key reason, the RBA is of course responding to the same global forces that have been generating tighter monetary policy in other major economies. These include the resilience of the US economy compared with the rest of the world, the macroeconomic implications of a new US administration, simmering geopolitical tensions, and the productivity potential of AI. via tax cuts) has also triggered a re-evaluation of Fed policy, causing US yields and the value of the dollar to climb (chart 2). With one eye on this week’s UK labour market release we subsequently focus on how unemployment rates have shifted in the world’s major economies over the last 6 months (chart 4). That the pace of broad money growth in advanced economies more generally has been feeble in recent months additionally highlights how restrictive the stance of policy may Jun 6, 2024 · Shifting focus, we also examine this week’s firmer-than-expected wage data from Japan and its implications for the BoJ (chart 5). In contrast, this week’s stronger-than-expected UK service sector CPI inflation data unsettled investors and probably played a role in the Bank of England's decision to keep interest rates Jan 20, 2023 · US capex As already noted, this week’s incoming data have – on the whole – suggested that the US economy has been slowing quite sharply in recent weeks. Sep 30, 2022 · As our first chart this week underscores, more hawkish rhetoric and policy activism from central banks – and the Fed in particular – have been key triggers for these moves. Jun 23, 2023 · We then turn to the UK’s still-troublesome inflation picture – and the BoE’s policy rate hike of 50bps this week - with some perspectives on its mortgage market, wage pressures and food and energy prices (in charts 2 and 3). The US economy Last week’s US economic data releases almost universally disappointed forecasters’ expectations and have more generally flagged a slightly higher probability of a recession outcome in the coming months. 2% in the week ended December 7. The downward revisions that have been made to the IMF’s longer-term forecasts for the world economy is our subsequent port of call (chart 5). B: This cross-country scatterplot functionality is only available in the latest release of Haver’s DLXVG3 software. May 9, 2024 · Finally this week, and pivoting to Asia, we examine recent currency trends in some of the region's major economies (chart 6). 📣 Charts of the week and new podcast episode out now: The Chips Are Up Again In the absence of top-tier economic data, corporate earnings reports, particularly from the technology sector, have Latest Charts of the week: Geopolitical scarring In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief European Economist. The power of policy to curb liquidity in the euro area banking sector is our next port of call (in chart 4). The total number of beneficiaries of unemployment insurance was 1,829,000 seasonally adjusted in the week ended September 7, down from 1,843,000 in the week ended August 31, revised from 1,850,000; this number is Latest Charts of the Week: Producing versus consuming Get the free chart pack and PDF commentary here: https://lnkd. The decision by the Bank of England to lift policy rates by 25bps (with hints of more to follow) coupled with firmer-than-expected private sector payrolls data (from ADP) also served as a reminder that central banks may not yet have completed their tightening cycles. supplier delivery times and new order backlogs) have also moved back to more inflation-friendly levels. Our next two charts, however, illustrate how those expectations have been shifting in ways that are somewhat counter to the global economic scene. Every Friday we will publish six charts accompanied by a brief overview and some commentary that showcase our databases (including new data additions) and our analytics. Nov 24, 2022 · _We have published this shorter edition of Charts of the Week earlier than normal owing to the US Thanksgiving holiday on Thursday. Aug 22, 2024 · Demographic change Our final chart below this week illustrates the interplay between demographic factors such as the projected median age in 2025 and population growth (in the 10 years to 2025). Haver’s new seasonally-adjusted and working-day adjusted data for South Korea, for example, suggest that exports fell by 18. in/eJV96ZYe Stronger than expected US Latest Charts: Global vulnerabilities, inflation, credit and labour markets 👉 https: Haver Analytics’ Post Haver Analytics 5,268 followers 1y Latest Charts of the Week: Inflation focus The ECB’s decision to lower its key policy rates by 25 basis points this week, while widely anticipated, underscores a shift in focus, with central 💡 Today marks the first release of a new weekly ‘Charts of the Week’ publication from Haver Analytics. Haver Analytics is pleased to bring Andrew Cates's commentaries on the state of the global economy to its clients. We home in on a number Charts of the Week: Growth alert Financial markets have remained in much calmer waters in recent weeks following the bout of volatility that earmarked the first week of August. The insured unemployment rate, that is, the total number of beneficiaries as a percent of covered employment, was unchanged at 1. This week, our charts explore the messaging from some of those US data releases (see chart 1). October 17. Mar 31, 2023 · In our charts this week we highlight latest euro area data for monetary developments which certainly underscore growing vulnerabilities in the financial system (see chart 2). May 12, 2023 · Otherwise the stability of the US banking sector and debt ceiling politics were a couple of themes for investors to additionally focus on. We home in on a number Charts of the Week: The potency of policy A recurring theme in the dataflow over the past week concerns the potency of monetary policy. South Korea) - a theme in our third chart. The implied 5-year forward inflation rate, for example, has fluctuated within a narrow range in recent weeks but - at 2. We also examine the signals from this week’s final composite PMI data, and particularly how weaker US growth momentum currently contrasts with stronger growth momentum in many other major economies (chart 2). _ Investors have, on the whole, been taking a more positive view about the outlook for the world economy in the last couple of weeks in part because of evidence that the US inflation cycle may be turning. 4% in the prior week. 0% in the latest week, up from 6. That’s why a slowdown in export growth that was evidenced from this week’s data for March may have raised a few eyebrows. The implications of these trends are arguably profound, affecting everything from economic growth and labour markets to social security systems and Jan 24, 2024 · Policymakers have certainly appeared more mindful of late about its ailing domestic equity market (see charts 4 and 5). Then, staying with inflation, we assess the big role that higher oil prices may have played in igniting interest rate concerns over the past few weeks Apr 18, 2024 · The timing of this week’s publication of a more optimistic economic outlook from the IMF (see chart 1) also appears a little unfortunate. 2 in December. Jul 18, 2024 · Still, aside from AI’s-productivity potential, there are grounds for optimism about other areas of the global economy, including India (chart 1) and South-East Asia (chart 6). Oct 6, 2023 · In our charts this week we assess this trend (chart 1) and driving factors. The IMF’s Economic Outlook The IMF expects global growth to remain broadly flat – decelerating marginally from 3. 7 in September. But… Haver Analytics on LinkedIn: Charts of Haver Analytics’ Post Haver Analytics 3,968 followers 17h Edited Unveiling this Week’s Charts: Pausing, Haver Analytics’ Post Haver Analytics 4,872 followers 7mo Edited Report this post 📣 Latest Charts of the week and podcast episode: Energising the politics A debate about the precise timing of a Fed rate cut has continued to dominate financial market sentiment in recent days. 3 days ago · Ben Yagoda charts the 'British invasion of American English' From our morning news briefing to a weekly Good News Newsletter, get the best of The Week delivered directly to your inbox. We home in on a number Latest Charts and #podcast episode: Fading supply chain pressures, Haver Analytics’ Post Haver Analytics 5,190 followers 1y Report this post Charts of the Week The messaging from this week’s raft of economic data has painted an increasingly familiar picture of the global economic scene. Latest Charts of the Week: Inflation focus The ECB’s decision to lower its key policy rates by 25 basis points this week, while widely anticipated, underscores a shift in focus, with central Unveiling this Week’s Charts: Pausing, Haver Analytics’ Post Haver Analytics 5,292 followers 1y Edited Report this post Charts of the Week: Communication Challenges This week’s decision by the Fed to lower its key policy rate by 50bps was widely - but not universally - expected… Our latest Charts of the Week are out👉 https: Haver Analytics’ Post Haver Analytics 5,284 followers 1y Report this post Our latest Charts of the Week are Latest Charts of the Week: Inflation alarm Get the free chart pack and PDF commentary here: https://lnkd. Feb 1, 2024 · Haver Analytics | Charts of the Week | 1st Feb 2024 The Indian economy This week’s PMI surveys revealed a broadly-based improvement in manufacturing activity in several major Asian (ex China) economies. This chart highlights the diverging performances of major and smaller-cap coins, particularly around key market events and regulatory developments. Aviation industry data-driven insights. Front-month yields are still well above longer-dated yields, for example, and even more so at present relative to three months ago (see chart 1). 3% w/w from $385,600 in the week ended October 25. Latest data and forecasts additionally suggest the near-term outlook may be brightening a little in the UK (charts 1 and 3). Sep 9, 2022 · In our charts this week we look at this week's final composite PMI surveys for August, recent trends in transportation costs, US import growth, and inflation data surprises. Another positive CPI… Mar 24, 2023 · This week’s trade data from Asia, for example, and specifically from South Korea and Taiwan painted a still-bleak picture about the pace of global trade growth (see chart 5 below). ly/havercharts Growing fears about the underlying health of the world's banking… Charts of the Week: Communication Challenges This week’s decision by the Fed to lower its key policy rate by 50bps was widely - but not universally - expected… In our charts this week, however, we steer away from the daily macro and market news cycle and highlight six charts instead that give some colour on some of the key macroeconomic trends that have risk. That's the fastest pace of interest rate tightening in our aggregation's history, which kicks off in the early 1980s (see chart 3 below). Charts of the Week: Energy, Naturally Investors have returned to focusing on several familiar themes so far this year. Weekly charts and commentaries on the global economy. The latter include a tighter-for-longer narrative from the Fed (chart 2), a broader global trend toward quantitative tightening (chart 3), and an oil-related lift in US (and global) inflation expectations (chart 4). To find out more about our full offering, or to schedule a demonstration of our software and analytical tools, please reach out via this form. Against this backdrop, our charts this week home in on the latest Blue Chip consensus for economic growth (in chart 1) and how these contrast with recent investor surveys of the world economy (in chart 2). Charts of the Week The messaging from this week’s raft of economic data has painted an increasingly familiar picture of the global economic scene. 242 Results, Refine search Global. Andy Cates has more than 25 years of experience forecasting the global economic outlook Dec 19, 2024 · The 4-week moving average was 1. Home > Charts of the Week. That stands in vivid contrast to Japan, however, where equity markets have climbed to new 33-year highs this week even as the Bank of Japan has been hinting at steps to begin normalizing its monetary policy (chart 6). Nov 30, 2023 · Our charts this week specifically concern the outperformance of the US economy (chart 1), and the disinflationary trends that have engulfed advanced economies (chart 2). We home in on a number Oct 21, 2022 · US capex intentions One piece of the US economic jigsaw that has been holding up surprisingly well in the face of high energy prices is business spending. The 6-month change in Haver's aggregation of policy rates in advanced economies topped 2% in September. Notwithstanding concerns about the economy - and the Bank of Japan’s potential response to above-target inflation - it has continued to attract considerable interest from equity investors over the past few months (see Feb 10, 2023 · The RBA The Reserve Bank of Australia (the RBA) raised its policy (cash) rate by 25bps to 3. Oct 20, 2023 · On the data front this week’s economic news from China was much more upbeat (chart 3). Mar 28, 2024 · Some of our charts this week offer some fresh perspective on this soft landing narrative. Nonetheless, equity market sentiment across most major economies has remained resilient, buoyed by positive corporate earnings news. For instance, global savings imbalances (chart 1), the US current account deficit (chart 2), and international demand for US financial assets (charts 3 and 4) lie at the epicentre of the policy agenda but equally highlight some of the Oct 24, 2024 · Against that backdrop, policy decisions concerning the calibration of monetary and fiscal policy will be crucial (chart 5), as will the ability to implement supply-side reforms (chart 6). And although this week’s UK inflation data were weaker-than-expected, progress toward normalisation remains painfully slow in part due to persistent price pressures in the service sector (see chart 3). Having posted four consecutive monthly gains from last November through to February, the forward-looking expectations component from the global aggregation of these surveys slipped back into negative territory in Mar Jul 21, 2023 · While US growth and inflation releases have been better-behaved (see chart 1), China’s latest data have been more downbeat (chart 2). in/gHZcwp_b Politics has continued to dominate the headlines in recent days… Latest Charts of the week: Geopolitical scarring In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief European Economist. That tends to act as a reasonable forward looking indicator of headline inflation in the immediate months ahead (see chart 3 below). Every Friday we will publish six charts accompanied by a brief overview and some Latest Charts of the week: Geopolitical scarring In our podcast this week we discuss the European economic outlook with George Buckley, Nomura’s Chief… Sep 20, 2024 · Haver Analytics | Charts of the Week | 20th September 2024 A bout the author Haver Analytics is pleased to bring Andrew Cates's commentaries on the state of the global economy to its clients. eaw yiaze cbwn bopmutj szo bwki wzn xman yvmj lqzj