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Search Results: 15
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4 June 2020 Don't Set Store by India's Q1 GDP Surprise, no Bullet was Dodged (Publication Centre)

India's consensus-beating GDP report for the first quarter wasn't much to write home about.

31 Mar 2020 Will Housing Market Activity See a V-Shaped Recovery This Year? (Publication Centre)

Covid-19 has cut short a nascent recovery in housing market activity.

5 June 2020 The Economy Started Sluggishly in May, But Soon Gathered Momentum (Publication Centre)

Our judgement that April was the low point for economic activity was challenged yesterday by the publication of results of the fifth wave of the Business Impact of COVID-19 Survey, conducted by the ONS between May 4 and 17.

6 Aug 2019 The PMIs Are Consistent With a Fragile--Not Flatlining--Economy (Publication Centre)

The rise in the Markit/CIPS services PMI to a nine-month high of 51.4 in July, from 50.2 in June, isn't a game-changer, though it does provide some reassurance that the economy isn't on a downward spiral.

6 May 2020 Timely Indicators Show the Economy is Adapting to the Lockdown (Publication Centre)

Emerging evidence suggests that the economy has passed the period of peak Covid-19 pain.

6 Aug 2020 The Recovery will Decelerate Sharply in the Autumn (Publication Centre)

A range of indicators show that the pace of the economic recovery shifted up a gear in July, when all shops were open for the entire month, and most consumer services providers finally were permitted to reopen.

31 July 2020 Every Employment Indicator is Continuing to Glow Bright Red (Publication Centre)

We remain concerned that huge job losses are imminent, slowing the economic recovery after a mid-summer spurt.

3 Apr 2020 Unemployment Is Soaring, How Far Will it Rise? (Publication Centre)

The limited data available on the state of the labour market, since the government forced businesses to close two weeks ago, paint a disconcerting picture.

11 Oct 2019 No Light at the End of the Tunnel for Japan's Capex Slowdown (Publication Centre)

Business investment in Japan took a nasty hit in the third quarter.

11 May 2020 Still No Signs of a Rebound in the EZ, but that Should Change Soon (Publication Centre)

Last week finished as it started, with more depressing economic numbers in the Eurozone, this time from manufacturing in the core economies.

17 Dec 2019 The EZ PMIs Point to Another Subpar Quarter for the EZ in Q4 (Publication Centre)

We're sticking to our call that the Eurozone PMIs have bottomed, though we concede that the picture so far is more one of stabilisation than an outright rebound.

24 June 2020 Don't Fixate on the PMI Remaining Below 50, GDP is Rebounding (Publication Centre)

Both business surveys and unconventional activity indicators suggest that the recovery from the Covid-19 shock has sped up in June, after a shaky start in May.

28 May 2020 Expect a Drop in India's Q1 GDP, the Early Virus Hit was Sizeable (Publication Centre)

The early damage in India from Covid-19 and the nationwide lockdown likely was significant enough to hammer the GDP report for the first quarter, due tomorrow.

24 June 2020 Steady as She Goes in the EZ PMIs, the Rebound Continues (Publication Centre)

Yesterday's June PMIs offered more of the same, insofar as the survey's key message goes in the past few months.

11 Dec 2019 French Manufacturing is Headed for a Soft Q4, Despite a Solid Start (Publication Centre)

Manufacturing in France remained on the front foot at the start of Q4.

Consistently Right

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