BRI Danareksa Debt Research Monthly Report, Jul 2023
The IMF has revised up its 2023 global economic growth forecast despite noting continued challenges. The US economy grew faster than expected in...
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Euro-area flash inflation: Higher service inflation
Euro-area flash inflation continued to ease in July to 5.3% y/y in line with BBG consensus, down from 5.5% y/y in June. Core inflation remained...
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ECB Watch: The Peak Is Here or at Least Near
The ECB hiked rates by a further 25bp, bringing the deposit rate to 3.75%.The wording change in the statement explicitly left open the possibility...
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FOMC Review: Data dependent
While the rate hike was unanimous, the Chairman said there was a range of opinions at the committee, something that we will no doubt hear more...
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June Market Thinking
Slightly More Confident The market fall this year has been steady and relentless rather than a panic crash, and last month the Sell in May mantra...
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