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The MPC won't be passive next year...Brexit permitting... More by Samuel Tombs
The End is Coming...But When, How, and What Will It Look Like?... More by Ian Shepherdson
A familiar sense of crisis in the Eurozone... More by Claus Vistesen
Yesterday's barrage of French business sentiment data suggest that confidence in the industrial sector was a little stronger than expected in Q2.... More by Claus Vistesen
Korean trade activity is slowing.... More by Freya Beamish
The MPC was more hawkish than we and most investors expected yesterday. The vote to keep Bank Rate at 0.50% was split 6-3, f ollowing Andy Haldane's decision to join the existing hawks, Ian McCafferty and Michael Saunders.... More by Samuel Tombs
The startling jump in the Philly Fed index in May, when it rose 11.2 points to a 12-month high, seemed at first sight to be a response to fading tensions over global trade.... More by Ian Shepherdson
Last week's ECB meeting--see here--made it clear that the central bank does not intend to jump the gun on rate hikes next year, even as QE is scheduled to end in Q4 2018.... More by Claus Vistesen
As promised, Mr. Trump retaliated earlier this week against China's weekend retaliation, after his refusal to back down on the initial tariffs on $50B-worth of imports of Chinese goods, on top of the steel and aluminium tariffs first announced back in March.... More by Freya Beamish
It is looking increasingly likely that core inflation, which already has fallen to 2.1% in May, from a peak of 2.7% last year, will slip below 2% next year.... More by Samuel Tombs
Today brings more housing data, in the form of the May existing home sales numbers.... More by Ian Shepherdson
The Eurozone's current account surplus slipped at the start of Q2, falling to €28.4B in April from an upwardly-revised €32.8B in March.... More by Claus Vistesen
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