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La revue française
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May 25, 2023
Forecasting personal consumption expenditures (PCE) with Indicio
Macrobond users can now access Indicio’s technology through a direct API.
Guest blogger
In-house blogger
Stavros Malkidis
,
Guest blogger
In-house blogger
Arnaud Lieugaut
,
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May 24, 2023
De-dollarisation: the yuan’s use grows, but the greenback’s global role is proving to be stubborn
Our visualisations explore different roles of the global reserve currency.
Guest blogger
In-house blogger
Usama Karatella
,
Guest blogger
In-house blogger
Patrick Malm
,
Guest blogger
In-house blogger
Arnaud Lieugaut
,
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May 18, 2023
Institutions are deteriorating in emerging markets – especially China
Our guest blogger says the quality of economic institutions has markedly eroded.
Guest blogger
In-house blogger
Ahmet Akarli
,
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May 12, 2023
Why US inflation will slow and help the BOJ
Indirect support for the yen will help attain central bankers’ goal of “good” inflation.
Guest blogger
In-house blogger
Tetsuo Harry Ishihara
,
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May 11, 2023
Saudi banks are safe at a time of turmoil in the US and Europe
How metrics of capital, bad loans and profitability support a positive outlook for the banking sector.
Guest blogger
In-house blogger
Dr Said Abdullah Al Shaikh
,
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May 2, 2023
Credit is still expanding in the US, but conditions are getting tighter
The author is the chief economist of the National Association of Credit Management.
Guest blogger
In-house blogger
Amy Cutts
,
PhD, CBE
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Tian Yang
Anna Tchakarova
Sebastian Lehner
Arnab Das
Sascha Kever
Leo Feler
Chen Zhao
Chris Naughtin
Stephanie Sezen
Alexandre Mirlicourtois and Alberto Balboni
Hervé Amourda
Clémentine Galles
DoubleLine
Harvir Dhillon
James Smith
Dominic White
George Brown
Parth Desai
Pooja Sriram
Quant Insight
Nadir Glusac
Garry Evans
Bob Savage
Jake Oubina
Stephanie Covert
Hannah Eilers
Peter Berezin
Jordan Rochester
Carlo Ciabuschi, CAIA, CFA
David Hooker
Jens Nærvig Pedersen
Macan Nia
Kevin Headland
Niklas Nordenfelt
Takayuki Miyajima
Diana Mousina
George Vessey
Brian Nick
James Bilson
Ashray Ohri
Simon White
Desmond Wong
Jason Foreit
Ryan Kimmel
Amit Khanna
Huw Roberts
Anna Rosenberg
Jens Larsen
Salman Ahmed
May Rostom*
Parth Desai
Stephanie Thomas
Benjamin Perrin
Macrobond
Fanny Houdouin
Tetsuo Harry Ishihara
John Velis
Carlos Serrano
Shier Lee Lim
Mathieu Savary
Arthur Budaghyan
Jing Sima
Roukaya Ibrahim
Dr Lasse de la Porte Simonsen
Yuman Tang
Maximilian Radert
Luke Gromen
Frans van den Bogaerde, CFA
Turnleaf Analytics
Nik Bhatia, CFA, CMT
Byron Gangnes
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Alex Varner
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Tim Hayes
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Will Denyer
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La revue française
US manufacturing recovery good for transportation sector
The changing inflation dynamics of Platinum in US manufacturing
Japan’s Inflation Beats the US while Households Feel It’s 17% – Why Is the BOJ so Cautious?
Accounting for Changes in Seasonality, Turnleaf Adjusts Eurozone Core CPI Upwards
La revue française
Japan Prepares for President Trump – Part 2
La revue française
La revue française
Japan prepares for a President Trump
Who ‘MOVE’d My Cheese?
Why is Warren Buffett reloading in Japan?
German-Chinese relationship: Morphing into a zero-sum game
La revue française
Il miglioramento delle condizioni creditizie nell'Eurozona: un segnale positivo per la ripresa economica
The Improvement in Credit Conditions in the Eurozone: A Positive Signal for Economic Recovery
Pennsylvania: The Keystone State in the 2024 U.S. Presidential Race
China, FX and Commodities: Unravelling the Complexities
Geopolitics, economics and good decision making
La revue française
Japan’s Financial Overhaul - Making Japan richer
Navigating Market Volatility: Insights from Quant Insight
Mexico's Economic Landscape: Opportunities, Challenges, and Future Prospects
Unpacking the Canadian Economy: Growth, Policy Shifts, and Future Prospects
La revue française
Navigating the economic landscape of the Americas: Key themes for the US, Canada, and Mexico
Mrs. Watanabe’s (Japanese retail’s) yen carry trade
Japan’s Inflation Revolution – an update
European business outlook
The critical role of Point-in-Time data in economic forecasting and quant trading
June 2024 macro signals: riding the waves of change
Harnessing alternative data and machine learning for enhanced economic forecasting and quant trading strategies
Under pressure: Canada’s rate cuts and economic revival
Is the Yen’s Weakness More Structural Now?
Using Turnleaf Analytics inflation forecasts to trade foreign exchange (FX)
Why Transparency Matters in Modern Economic Forecasting
I PMI puntano a una ripresa
PMIs point to a recovery
Demographie und gesamtwirtschaftliche Ersparnis – wesentliche Determinanten für die langfristige Preisbildung von Wohnimmobilien in Deutschland
Germany’s real estate market: Demographic shifts, economic trends and policy impacts
Can upcoming CPI justify BoE policy easing expectations in June?
Did Bank of Japan Governor Ueda do a 360 on the yen?
Mercato del lavoro negli Stati Uniti: sviluppi del 1Q 2024
Labor Market in the United States: Developments in Q1 2024
Demographic Stagnation: The “new” Emerging Markets norm
Economic forecasting using machine learning and alternative data
Bank of Japan Governor Kazuo Ueda hints at more rate hikes
The Bank of Japan ends negative rates, but the inflation revolution looks set to continue
Pre-Budget Outlook
China’s outlook, early 2024: manufacturing PMI and modest recovery prospects
Fed caution aligned with inflation internals, core PCE likely to be sticky
The Bank of Japan drops more hints about NIRP
As US consumers power economic growth, don’t expect Europeans to follow suit as incomes recover
The BOJ is dropping hints that Japan’s “lift-off” from NIRP is likely just months away
The Bank of Japan’s tailwinds: inflation, a labour crunch and corporate profits
Data matters most when it’s a ‘data-dependent’ stance for central banks globally
Who are the leading players in the cash-JGBs market?
A bold look at sovereign default risks
Modeling how German inflation might be easing with Indicio
The clock is ticking on the US economy
The Bank of Japan’s "tweak and hold" as inflation ratchets higher
Yuan is weighed down by monetary divergence – but supported by the current account
No need to tighten, but too early to cut. How long will the ECB stay on pause?
Watching the NBER’s six recession indicators as US growth confounds the skeptics
The ECB assesses this cycle’s slowdown with a “pause” likely
Forecasting inflation Down Under using Indicio – and watching for pressure on the Aussie dollar
Assessing scenarios for oil amid unrest in the Middle East
Japan is obsessed with wages
Non-farm payrolls may show only modest softening in the US job market
Using Indicio to forecast inflation on both sides of the Atlantic
A divergent outlook for central banks after a year of tightening
Is cash king given higher rates? Examining the alternatives for asset allocation
Will markets force the BOJ to finally abandon negative rates?
An expanded BRICS will take some time to make progress on “de-dollarisation”
Heatmapping the world: in search of inflation’s hottest and coldest spots
Medical costs are likely to make US inflation stickier
America and China have traded places
Japan’s inflation revolution
Forecasting NFP: A mixed job market, a slight slowdown
Nowcasting Germany’s stagnant industrial production as the nation debates its economic model
Forecasting NFP with the Fed’s next move in focus
U.S. labour’s leading indicators
Will the US suffer another recession in the near term?
Will the US dollar depreciate further as the global economy recovers?
Why you should care about turmoil in Kazakhstan
Why US inflation will slow and help the BOJ
Why didn’t Japan suffer its own version of the US regional bank crisis? History, incentives, regulation and experience
Japan's Inflation Revolution - An Update
Who will replace Angela Merkel as German chancellor?
When will the US dollar rebound?
Where is US real estate heading in 2022? A forecast from Indicio
What’s the Fed to do?
What’s next for global trade? Using Indicio to create a forecast
What's causing inflation right now?
What to expect from the Ueda BOJ
What's next for oil prices?
What makes a 'failing' pension fund?
What can we say about Brexit?
US boom, euro gloom?
UK a different story; unlike the US 'soft landing' outlook: CPI trends and BoE's rate cycle
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