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The Fed is in a double bind.... More by Ian Shepherdson
The Caixin manufacturing PMI was steady in May, at 50.2, in contrast to the official gauge published on Friday, which dropped to 49.5, from April's 50.2.... More by Freya Beamish
The downbeat tone of Markit's May manufacturing survey shouldn't come as a surprise, given the weak global backdrop and the inevitable fading of the boost to output from Brexit preparations.... More by Samuel Tombs
The chance of a self-inflicted, unnecessary weakening in the economy this year, and perhaps even a recession, has increased markedly in the wake of the president's announcement on Friday that tariffs will be applied to all imports from Mexico, from June 10.... More by Ian Shepherdson
Gilts continued to rally last week, with 10-year yields dropping to their lowest since October 2016, and the gap between two-year and 10-year yields narrowing to the smallest margin since September 2008.... More by Samuel Tombs
The sharp fall in China's manufacturing PMI in May makes clear that its recovery is nowhere near secured.... More by Freya Beamish
Was this an isolated occurrence, connected to the graft investigation into Chinese billionaire Xiao Jianhua, and his financial conglomerate?... More by Freya Beamish
Households' willingness to save a smaller fraction of their incomes goes a long way to explaining why the U.K. economy hasn't lost too much momentum since the Brexit vote.... More by Samuel Tombs
The trade war with China is not big enough or bad enough alone to push the U.S. economy into recession.... More by Ian Shepherdson
China's official manufacturing PMI for May, out tomorrow, will give the first indication of the coming hit from the resumption of its tariff war with the U.S.... More by Freya Beamish
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