Economic Letter from Asia 22 Jan 2024 VG3 and Excel table
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Jan
22
Charts of the Week
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. Headline inflation is finally easing off its highs in large part thanks to ebbing energy prices. But last year’s high levels of inflation and the global trend toward tighter monetary policy that they sparked are now exacting a heavier toll on economic activity.
Fed up with surprises
Last week’s stronger-than-expected US employment report have combined with some comments from FOMC members suggesting the Fed may be in no great hurry to reduce interest rates next year to generate a big repricing in financial markets over the past few days. Geopolitical uncertainty in the Middle East and the plight of China’s economy have additionally been a key focus for many investors. In our charts this week we home in on:
·    US data surprises and the Fed
·    Supply chain pressures and inflation
·    China’s economic outlook
·    Electricity prices in Germany and the US
·    The global economic cycle
·    The Blue Chip growth consensus for 2025
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