Manufacturing
Steady growth in Japan should support more rate rises
Services activity edged down in June but GDP improved in the second quarter, with all major drivers strengthening
JapanUS data signals slow, steady rate cuts starting soon
Retail sales rose strongly in July and unemployment claims edged lower at the start of August but inflation is easing
United StatesAI investments will take years to pay off
Over USD1tn has been invested in AI with the intention of lifting productivity
InternationalSoft Chinese activity prompts calls for more stimulus
Retail sales edged up to 2.7% growth but investment and industrial output slowed slightly and unemployment picked up
ChinaUK economy is on track for a steady recovery
GDP is growing relatively solidly, keeping the economy on track for growth of 1.0% or more
United KingdomMexico’s beer sector has a bright future
Mexico’s beer sector is booming, with nearly 84% of US beer imports originating south of the border
MexicoLeasing concerns could hamper Europe’s car transition
Leasing firms are voicing concerns over increasing the number of electric vehicles in the European market
EuropeOil supply prospects are firmer than demand prospects
OPEC cut its still-strong oil demand growth forecasts and the IEA raised the prospect of a supply surplus ahead
International
