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Central Bank Policy Tracker August 2024

Recent policy changes: DM central banks have continued to cut rates, with23.3% (on a GDP-weighted basis) lowering policy rates over the last three
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How much does credit card delinquency matter for spending?

Beware clickbaitRecent releases of the New York Fed’s Quarterly Report on Household Debt and Credit
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uly US CPI Inflation preview: Modestly firmer, but good enough for Fed cuts

CPI inflation to firm to 0.3% m/m in JulyCPI in June surprised to the downside. We expect some of that surprise to reverse in July.
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Mizuho China Weekly Outlook

China’s CPI rose by 0.5% YoY in July, surpassing market expectations. However, this uptick in the inflation rate was helped by stabilizing food prices rather than improved consumer demand. Food prices in July
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AI Revolution: A Polymath in Every Pocket

AI bubble? We’re just getting startedThe third major tech cycle of the past 50 years has begun. We wrote in our inaugural AI
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Boeing Co. (BA): July aircraft order & delivery report

Boeing reported 72 gross new aircraft orders, 1 outright cancellation, and 1 positiveASC 606 adjustment for the month of July. BA delivered 43 aircraft in the month,
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US July CPI preview: Further easing

KEY MESSAGES• We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August).
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Core CPI expected to have firmed in July

We look for firming in July core CPI inflation to 0.21% m/m SA,from an unusually soft 0.06% reading in June. We expect a
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Back to fundamentals

Rates investors will focus on PPI, CPI and retail sales this week, whichwill fine-tune expectations for the September FOMC meeting.
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index was flat today. Indonesia and Philippines markets outperformed,while India and Australia markets underperformed. Within MXAPJ sectors, Info Tech
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