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An Interruption to the Downward Trend in U.S. Cases, or a Reversal?... More by Ian Shepherdson
Yesterday's detailed EZ inflation data for August kick ed-off a period in which the numbers will be scrutinised more closely than usual.... More by Vistesen Claus
The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the operational considerations" regarding negative rates.... More by Tombs Samuel
The EZ trade surplus in goods all but evaporated during lockdown.... More by Vistesen Claus
CPI inflation fell to 0.2% in August, from 1.0% in July, but exceeded our forecast and the consensus, both zero.... More by Tombs Samuel
The decline in U.S. hospitalizations is slowing; test positivity still high.... More by Ian Shepherdson
Market-based sentiment indicators in the Eurozone are becoming increasingly detached from the reality of the threat of resurgent Covid-19 and the danger this poses to the strength of the economic recovery.... More by Vistesen Claus
The latest official data continue to understate the collapse in labour demand since Covid-19.... More by Tombs Samuel
The return of the virus in the Eurozone isn't what the economy needed, but we continue to think it differs from the first shock, for three key reasons.... More by Vistesen Claus
August's consumer prices report, due on Wednesday, is harder to forecast than usual, given high uncertainty regarding the impact of the cut in VAT for the hospitality sector, as well as the consequences of the ONS' decision to resume collecting data from physical stores.... More by Tombs Samuel
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