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UK—July Inflation and June Labour Market Preview

BOTTOM LINE: We expect the upcoming July inflation print (scheduled for releaseon 14th August) to see services inflation decelerate to 5.48%, down from 5.74% in
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Ukraine: Inflation Rises Above Mid-Point of Target, As Expected

Bottom Line: Headline CPI rose by 0.6pp to +5.4%yoy in July, broadly in line withour forecast and consensus expectations (both +5.3%yoy). This marks the first time
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Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing

Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by
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Economics Focus：Summer revision course

This summer, we propose a series of short papers on some key macro topics to help you revise your fundamentals so you can be perfectly
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US Economic Perspectives CPI preview comment

We continue to expect a 25 bp rate cut in September and not 50 bp. We view the current debate amongst the FOMC as whether they want to move from long signaling a
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Follow The Flow Nonstop inflows into credit

Withstanding headwindsDespite markets drastically repricing over the last week, credit funds recorded strong
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THE EUROZONE ECONOMIC MONITOR

Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
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Food for Thought: Sector Selection for Rate Reduction

Over 13 rate cutting cycles stretching back to the 1980s,Healthcare and Staples outperformed most consistently over
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Interest Rates Daily

Volatility driven short-end OAT curve dislocations have already started to correct. To us, the long-end remains exposed to (domestic) politics.  Having front-loaded
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“If it’s time to get active, what should I buy?”

Stock screens for a cruel summerWith a surge in volatility, elevated near-term risks and a top-heavy index dragged down
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