Cyclical analysis

TAC ECONOMICS provides regular analytics on the 18-month economic outlook for developed economies, mainly Eurozone, UK, United States, Japan (quarterly scenarios, monthly updates, weekly briefs), including forecasts on key indicators (GDP, inflation, interest rates…) plus a focus on key global economic drivers and oil prices prospects. The publications are combined with frequent interactions with the team (hotline, one-to-one presentation, prompt response to specific inquiries…).

Some insights from our last Quarterly Scenario for 2024

• Anticipating a soft landing as economic activity gradually decelerates. A return to the inflation targets with an open question about the trajectory in 2025.
  
  
• Central banks are poised to pivot, initiating an easing cycle in response to subdued growth and inflation proximate to their targets.
  
  
• The Federal reserve is anticipated to begin the easing cycle in May 2024, followed by the ECB and the BoE in June 2024with overall 125 bp easing at mid-2025.

To get our last publication, complete the form