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After three days of jaw-dropping actions from President Trump, the position seems to be this: The U.S. will apply 15% tariffs on imported Chinese consumer goods, rather than the previously promised 10%, effective in two stages on September 1 and December 15.... More by Ian Shepherdson
In one line: Disappointing, and the outlook remains challenging due to high external risks.... More by Andres Abadia
Japan is creeping towards CPI deflation, but it should just about avoid it in Q4.... More by Freya Beamish
It's going to be very hard for Fed Chair Powell's Jackson Hole speech today to satisfy markets, which now expect three further rate cuts by March next year.... More by Ian Shepherdson
Japan's flash PMI numbers for August were a mixed bag.... More by Freya Beamish
Yesterday's August PMI data in the euro area ran counter to the otherwise gloomy signals from the ZEW and Sentix investor sentiment indices.... More by Claus Vistesen
Inflation pressures in Brazil and Mexico are well under control, with the August mid-month readings falling more than expected, strengthening the case for the BCB and Banxico to cut interest rates in the near term.... More by Andres Abadia
No change; overall robust.... More by Claus Vistesen
In one line: Policy uncertainty is not lifting layoffs.... More by Ian Shepherdson
In one line: Inflation edged lower in August, leaving the door open for further interest rate cuts.... More by Andres Abadia
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