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Consumer

Chinese PMIs Relapse In October…
New Data From The Survey Of Consumer Finances…
US Consumption Strengthens, Core PCE Inflation Accelerates In September…

Section II of this month’s Bank Credit Analyst report is a guest piece written by Martin Barnes, which we are making available to all clients. Martin, who retired from BCA Research as Chief Economist in 2021 after a long and illustrious career, expresses his personal views about the long-run outlook for inflation. He argues that the multi-decade disinflationary era is over, which will bring significant challenges for both policymakers and investors.

Section II of this month’s Bank Credit Analyst report is a guest piece written by Martin Barnes, which we are making available to all clients. Martin, who retired from BCA Research as Chief Economist in 2021 after a long and illustrious career, expresses his personal views about the long-run outlook for inflation. He argues that the multi-decade disinflationary era is over, which will bring significant challenges for both policymakers and investors.

US Economy Delivers Strong Growth In Q3…
Has The ECB Reached The Pinnacle…
Soaring Mortgage Rate Weighs On US Housing Affordability…
China's Property Market Adjustment Is Not Over…
Restrictive Policy Weighs On Eurozone Credit Sector…