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The composition of loan growth bears watching
While there has been relatively little news of significant banking stress in recent quarters, a deeper look at commercial bank lending data reveals some…
Jun 18
•
Steven Anastasiou
4
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Early data shows the disinflationary impact of tariffs
While many have concluded that tariffs will only serve to push inflation higher, early data shows the opposite effect.
Jun 4
•
Steven Anastasiou
8
Medium-Term US Inflation Update
While the CPI is expected to see material further disinflation on a headline and core basis in 1H25, neither index is expected to fall to 2% by June…
Oct 21, 2024
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Steven Anastasiou
6
US CPI Review: September 2024
Driven by a significant increase in adjusted core services prices, US inflation came in above consensus expectations in September.
Oct 11, 2024
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Steven Anastasiou
2
US CPI Preview: September 2024
Another large decline in gasoline prices is expected to see annual headline CPI growth move materially lower in September, but the core CPI is…
Oct 8, 2024
•
Steven Anastasiou
2
While positives can be drawn from this employment report, the jobs market is not out of the woods yet
While a lower unemployment rate and a sharp rise in nonfarm payrolls represent positive shifts, many concerning trends remain within the broad array of…
Oct 5, 2024
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Steven Anastasiou
3
2
US Economic Update
Produced in a presentation format, this comprehensive report contains 52 slides and over 75 charts.
Oct 3, 2024
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Steven Anastasiou
1
Why the Fed may cut rates by more than it currently expects
Key economic indicators suggest that the Fed may need to deliver more interest rate cuts than it currently expects, in order to keep the US economy in…
Sep 19, 2024
•
Steven Anastasiou
3
Why the economic data supports a 50bp rate cut
While a rate cut is very likely to be made at the September FOMC meeting, its size remains anything but certain, with markets positioning for either a…
Sep 18, 2024
•
Steven Anastasiou
8
US CPI Review: August 2024
An in-depth analysis of the latest inflation data reveals further disinflationary evidence, with the core CPI ex-shelter recording its slowest pace of…
Sep 12, 2024
•
Steven Anastasiou
4
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Economics Uncovered
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