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Norway: Norges Bank pleases krone bulls with higher rate path
As expected, the Norges Bank struck a hawkish tone at this month’s policy meeting. While keeping rates unchanged at 0.5%, a higher rate path now implies a full rate hike of 25bp in Q4 – a view that we...
Indonesia: Export momentum strengthened after a temporary easing
Export momentum picked up in the first two months of this year, along with robust trade performance in the rest of Asia. Imports continued to stay solid, adding to signs of improvement in domestic de...
Eurozone: #Euroboom and why the doom loop has not gone away
The eurozone is booming but its financial market architecture is still not robust enough to avert the revival of ‘doom loops’ in a downturn - the toxic link between banks and government debt that almo...
United States: Business inventories up 0.6% to start 2018
Business inventories posted a 0.6% gain in January. The inventories-to-sales ticked up from its three-year low to 1.34 as sales declined 0.2% in the month.
United States: No alarms bells ringing for consumer credit...yet
With total outstanding household debt having reached a record high of $13.1 trillion in 2017, surpassing the decade-old record of $12.7 trillion in 2008, some observers have been ringing alarm bells. ...
- Mar 19 2018
- Feb 26 2018
The AI Paradox: How robots are making work more human
Over the next decade, a great wave of technological change will wash through the economy, transforming the nature of work and the shape of the labour market. We collaborated with Cisco to study the im... more
- Mar 12 2018
- Feb 26 2018
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In the media
In the next decade, a wave of technological change will wash through the economy, transforming work and labour markets. In a study with #Cisco, we built a new modelling framework to examine implications more comprehensively than ever before. Our blog: https://t.co/uMh6Z1AJmt
Our 200 economists have updated our monthly forecasts. Our analysis suggests that the global economy remains set for its best 2-yr run of growth since 2010-11, despite the equity market upset and US protectionist moves. Download our free executive summary: https://t.co/uBbjEHsyq1 https://t.co/vaiSHT6xcY
Re #Steel & #Aluminum #tariffs, US Trade Rep confirmed that Canada, Mexico, EU, Brazil, Australia, Argentina, South Korea are all exempt. Impact of tariff now only 30% of original announcement! Our conclusion: watch what Washington does, not what it says: https://t.co/fYNsVPlrZP https://t.co/4VJdI8QrNB
RT @GregDaco: US durable goods #orders post strong 3.1% rebound in Feb. Shipments solid +0.9%. More importantly, core orders +1.8% & core #…
RT @GregDaco: #Steel & Aluminum #tarriffs update. US Trade Rep Lighthizer confirms during Senate Finance Committee testimony that these cou…
Our latest research for @WTTC, out today ... https://t.co/py5251sDs1