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September 4, 2025 2:45 PM UTC
We expect August’s non-farm payroll to look similar to July’s, with a rise of 65k versus 73k in July, above the 14k rise of June and the 19k rise of May but well below the trend that was running above 100k through April. We also expect unemployment to remain at July’s 4.2% rate and a second st
September 3, 2025 9:20 AM UTC
A second successive stable policy decision is very likely at next week’s ECB Council meeting resulting in the first consecutive pause in the current easing cycle, with the discount rate left at 2.0%. We see the ECB offering little in terms of policy guidance; after all, in July the Council sugge
September 2, 2025 6:45 AM UTC
India’s economy grew 7.8% y/y in Q1 FY25, beating expectations. Strong gains in construction, services, and agriculture underpinned the recovery, while private consumption and investment remained subdued. However, sustaining momentum in FY26 will hinge on broad-based demand and improving global co
September 1, 2025 10:55 AM UTC
Bottom Line: According to Turkish Statistical Institute’s (TUIK) announcement on September 1, Turkish economy increased by a strong 4.8% YoY despite political turbulence after arrest of Istanbul mayor and opposition’s presidential candidate Ekrem Imamoglu in Q2, prolonged monetary tightening eff
August 29, 2025 12:12 PM UTC
Germany’s disinflation process hit a slightly more-than-expected hurdle in August, as the HICP measure rose 0.3 ppt from July’s 1.8% y/y, that having been a 10-mth low (Figure 1). This occurred largely due to energy base effects with food prices also contributing slightly. The result was that