Business
A recurring theme in the dataflow over the past week concerns the potency of monetary policy. Another positive CPI surprise from the UK and a 50bps hike from the BoE have, in particular, offered a stark reminder that central banks are struggling to calibrate monetary policy at an appropriate level. Against that backdrop our charts this week home in on the following themes:
· The re-renewed vigour in the US housing market
· Restraints on UK household purchasing power
· UK food and energy price inflation
· The contraction in narrow money growth in the euro area
· The liquidity slowdown in China
· The weakness of South Korea’s export growth
More Episodes
Lingering Concerns
2024-01-25
63
2024-01-25
63
Contained for now
2024-01-18
62
2024-01-18
62
Questioning the consensus
2024-01-11
55
2024-01-11
55
Soft Landing Narratives
2024-01-04
51
2024-01-04
51
The Year in Review
2023-11-30
54
2023-11-30
54
Stepping back
2023-11-23
50
2023-11-23
50
Inflation relief
2023-11-16
58
2023-11-16
58
Oiling the wheels
2023-11-09
63
2023-11-09
63
The Fed, forecasts and finance
2023-11-03
51
2023-11-03
51
Heating up
2023-10-26
11
2023-10-26
11
Gauging geopolitical risks
2023-10-20
76
2023-10-20
76
Geopolitics, IMF forecasts and China
2023-10-13
42
2023-10-13
42
Unyielding
2023-10-06
55
2023-10-06
55
Trading places
2023-09-29
31
2023-09-29
31
Higher for Longer
2023-09-22
38
2023-09-22
38
A troublesome consensus
2023-09-15
51
2023-09-15
51
More stormy waters
2023-09-08
39
2023-09-08
39
Some necessary re-balancing
2023-09-01
42
2023-09-01
42
What will drive global growth?
2023-08-23
40
2023-08-23
40
Sour, bitter and sweet but not that spicy
2023-08-18
43
2023-08-18
43
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