Inflation to remain below targets

Jun 25, 2015 06:44 am UTC| Commentary

It must be highlighted that observing inflection points is not to expect rapidly emerging inflation pressures, Barclays forecasts inflation to remain below official targets in Japan, Europe and the US throughout 2016, with...

Inflation in core markets passed inflection points

Jun 25, 2015 06:34 am UTC| Commentary

The signs in recent months that inflation trends in core economies have passed inflection points are signals for recovering growth .Inflation in the euro area has surprised on the upside, reducing the fear that the economy...

Oil and USD stabilized, but related economic adjustments are ongoing

Jun 25, 2015 06:21 am UTC| Commentary

For many of the EM oil importers, structural headwinds likely played a role (including the need to reduce oil subsidies), while in the US it may have been related to the extreme weather and the other adverse effects that...

China’s economic outlook is less certain, but on balance

Jun 25, 2015 06:07 am UTC| Commentary

Chinas economic performance in Q1 was disappointing, and ongoing concerns around property markets, corporate and local government leverage, and overcapacities in various industries imply elevated uncertainty around...

Global rates finding new equilibrium

Jun 25, 2015 06:01 am UTC| Commentary

After rallying relentlessly over the past year, bond yields rose sharply in Q2, led by Bunds. 10y German yields sold off about 5bp, to 1%, in a span of two months, pushing yields higher across other developed bond markets....

Brazil's rising unemployment to help inflation, but not consumption

Jun 25, 2015 05:45 am UTC| Commentary

Seasonally-adjusted series suggests that Brazils unemployment rate actually bottoming at 4.5% in June 2014 and has risen to 6.0% since then."In May, a 0.2pp increase is expected in the unemployment rate to 6.6% as...

Czech CNB meeting likely not to bring any change in monetary policy

Jun 25, 2015 05:38 am UTC| Commentary

Macroeconomic indicators have been besting expectations, with gross value added posting very solid results in Q4 14 and even better results in Q1 15.More importantly, inflation has surprised on upside, removing another...