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44 matches for " manufacturing pmis":

3 Dec 2019 A Look at the Bright Side in the EZ Manufacturing PMIs (Publication Centre)

Yesterday's final manufacturing PMIs confirmed that the headline index in the euro area rebounded further last month.

EZ Datanote: Final Manufacturing PMIs, Eurozone, August (Publication Centre)

In one line: Small rebound confirmed, but still overall weak.

EZ Datanote: Final Manufacturing PMIs, Eurozone, April 2020 (Publication Centre)

In one line: Every bit as terrible as feared.

EZ Datanote: Final Manufacturing PMIs, Eurozone, April (Publication Centre)

In one line: Still weak, but a few signs of improvement.

EZ Datanote: Final Manufacturing PMIs, Eurozone, December (Publication Centre)

In one line: A bad finish to a bad year.

EZ Datanote: Final Manufacturing PMIs, Eurozone, March (Publication Centre)

In one line: Ugly, but not nearly bad enough to tell the true story on the ground.

EZ Datanote: Final Manufacturing PMIs, Eurozone, November (Publication Centre)

In one line: Still grim, but the rate of contraction is easing.

EZ Datanote: Final Manufacturing PMIs, Eurozone, May (Publication Centre)

In one line: Not pretty; downside risks remain for industrial production in Q2.

EZ Datanote: Final June Manufacturing PMIs, Money Supply, Eurozone (Publication Centre)

In one line: Grim manufacturing, mixed money supply data.

EZ Datanote: Final Manufacturing PMIs, Eurozone, February (Publication Centre)

In one line: Solid, but old news.

EZ Datanote: Final Manufacturing PMIs, Eurozone, January (Publication Centre)

In one line: Promising, but a coronavirus hit looms in the next few months.

5 Nov 2019 No Relief for Manufacturing in the Eurozone at the Start of Q4 (Publication Centre)

Yesterday's final manufacturing PMIs for October were grim, but they told investors nothing they don't already know.

3 Dec 2019 Is the Caixin Manufacturing PMI Uptrend Justified (Publication Centre)

China's manufacturing PMIs put in a better performance in November, with the official gauge ticking up to 50.2 in November, from 49.3 in October, and the Caixin measure little changed, at 51.8, up from 51.7.

3 Mar 2020 Covid-19 is Both a Supply and Demand Shock to the EZ Economy (Publication Centre)

Yesterday's final manufacturing PMIs confirmed that all remained calm in the EZ industrial sector through February.

3 Sept 2019 China's Policymakers Hold Their Breath as Recovery Takes its Time (Publication Centre)

China's PMIs show no sign of a recovery yet, but the authorities are sticking to the playbook; they've done the bulk of the stimulus and are waiting for the effects to kick in, but are recognising that they need to make some adjustments.

3 Jan 2020 More Soft EZ Manufacturing Data, but Markets Don't Care Anymore (Publication Centre)

The first economic report of 2020 confirmed the main story in the euro area last year; namely a recession in manufacturing.

25 Nov 2019 The New Flash PMIs: Plenty of Noise, not Much Signal (Publication Centre)

Investors think it more likely that the MPC will cut Bank Rate in the first half of next year, following Friday's release of the flash Markit/CIPS PMIs for November.

24 Feb 2020 The PMIs are Lost in Translation, Here is What You Need to Know (Publication Centre)

Friday's PMIs were supposed to provide the first reliable piece of evidence of the coronavirus on euro area businesses, but they didn't. Instead, they left economists dazed, confused and scrambling for a suitable narrative.

25 February 2019 Manufacturing Continues to Weaken, no Floor Yet in Sight (Publication Centre)

Last week's data added yet more weight to our view that manufacturing is in deep trouble, and that the bottom has not yet been reached.

25 July 2019 Grim Manufacturing Data Confirm Investors' Priors in the EZ (Publication Centre)

Broadly speaking, yesterday's headline EZ survey data recounted the same story they've told all year; namely that manufacturing is suffering amid resilience in services.

4 December 2018 Eurozone Markets Want to Believe in the U.S.-China Trade Truce (Publication Centre)

The 90-day truce in the trade wars between the U.S. and China, brokered on Saturday at the G20 meeting in Argentina, is a big deal for financial markets in the euro area, at least in the near term.

4 Mar 2020 Revisions Aside, India's Q4 GDP isn't Worrying, nor is the Virus Risk (Publication Centre)

India's GDP report for the fourth quarter surprised to the upside, with the economy growing by 4.7% year-over-year, against the Bloomberg median forecast of 4.5%.

EZ Datanote: ECB Rate Decision, June (Publication Centre)

In one line: The market speaks, and the ECB listens.

EZ Datanote: Factory Orders, Germany, April (Publication Centre)

In one line: Stabilisation in the m/m data, but trend still points to slower output growth.

EZ Datanote: Detailed GDP, Q1, Eurozone (Publication Centre)

In one line: Solid, but risks loom for the Q2 numbers.

5 May 2020 EZ Manufacturing Crashed and Burned at the Start of Q2 (Publication Centre)

Services will bear the brunt of the Covid-19 shock in the euro area, but manufacturing is not far behind.

4 March 2019 The EZ Core CPI Rate Remains Motionless at About 1% (Publication Centre)

Last week's final barrage of data showed that EZ headline inflation rose slightly last month, by 0.1 percentage points to 1.5%, driven mainly by increases in the unprocessed food energy components.

5 February 2019 Where is the Evidence of a Pick-up in China's Household Sector (Publication Centre)

The Caixin services PMI ticked down to 53.6 in January, from 53.9 in December.

20 Jan 2020 China's Economy is Stabilising, Weaker than the Headlines Suggest (Publication Centre)

Officially, China's real GDP growth was unchanged at 6.0% year-over-year in Q4; low by Chinese standards, but not overly worrying. Full-year growth was 6.1% within the 6.0-to-6.1% target down from 6.7% last year, also in keeping with the authorities' long-term poverty reduction goals.

2 Apr 2020 EZ Manufacturing is Under Siege, But Help is Coming, we Hope (Publication Centre)

Within the space of two months, investors have gone from wondering whether the slowdown in manufacturing would spill-over into the rest of the EZ economy, to the realisation that the crunch in services is now driving the overall story on the economy.

2 February 2018 Is it Time to Tell a More Balanced Story on EZ Manufacturing? (Publication Centre)

We struggle to find much wrong with the near-term outlook for Eurozone manufacturing. The headline PMI fell marginally to 59.6 in January, from 60.6 in December, but it continues to signal robust growth at the start of the year.

19 Dec 2019 Don't Expect China's LPR to Move Much, if at all, for December (Publication Centre)

The PBoC reduced its 14-day reverse repo by 5bp to 2.65% in a routine operation yesterday.

17 Dec 2019 The MPC won't Dwell on December's Weak Flash PMIs (Publication Centre)

On the face of it, December's flash Markit/CIPS PMIs warrant the MPC cutting Bank Rate at its meeting on Thursday.

30 May 2019 China's Manufacturing PMIs will Give the First Hint of Trade War Hit (Publication Centre)

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.

4 September 2018 EZ Manufacturing PMIs are Soft, but Base Effects will Lift Q3 data (Publication Centre)

Survey data in EZ manufacturing remain soft. Yesterday's final PMI report for August confirmed that the index dipped to 54.6 in August, from 55.1 in July, reaching its lowest point since the end of 2016.

ASIAN DATA WRAP 2 Dec 2019 (Publication Centre)

China's manufacturing PMIs turn less grim, but look unsupported, for now. China's non-manufacturing PMI receives a one-off singles day boost. Japan's capex data suggests Q3 upgrade. Net trade is shaping up to be a drag on Q4 GDP, as Korean exports remained weak in November. Korea's exit from deflation is complete, thanks largely to more favourable base effects. Korea's PMI jumps in November... and that's before the likely sentiment boost from normalising ties with Japan.

ASIAN DATA WRAP 30 Sept 2019 (Publication Centre)

China's manufacturing PMIs suggest the private sector is recovering ahead of SoEs. China's non-manufacturing PMI again masks construction/services cross currents. Japan's industrial production continues to languish. OK so now Japanese households are front-loading spending. Korean IP corrects from the bumper July; the momentum from the Q2 recovery is waning.

ASIAN DATA WRAP 1 July 2019 (Publication Centre)

Tankan reinforces our impression of a nasty Q2. China's manufacturing PMIs show why the authorities are eager for a trade deal. China's non-manufacturing sector holds steady for now. Korean exports disappointed in June, but this probably is as bad as it will get. Ignore Korea's volatile PMI readings... sentiment is improving gradually.

1 February 2018 China PMIs Distorted by Holiday E ects, Missing the Curbs Impact (Publication Centre)

China's manufacturing PMIs have softened in Q4. Indeed, we think the indices understate the slowdown in real GDP growth in Q4, as anti-pollution curbs were implemented. More positively, though, real GDP growth should rebound in Q1 as these measures are loosened.

ASIAN DATA WRAP 2 Sept 2019 (Publication Centre)

China's manufacturing PMIs remain in the downdraft

1 Oct 2019 The Trouble with China's Private Sector Recovery (Publication Centre)

China's official and Caixin manufacturing PMIs have diverged in the last couple of months.

2 June 2017 PMIs Signal a Strong Q2 for the EZ Manufacturing Sector (Publication Centre)

Yesterday's final May manufacturing PMIs confirmed that the EZ industrial sector is in fine form. The PMI for the euro area was unchanged at a cyclical high of 57.0 in May, in line with the initial estimate.

3 Sept 2019 Still Mostly Bad News in the Eurozone Manufacturing Sector (Publication Centre)

Yesterday's final EZ manufacturing PMIs for August provided little in the way of relief for the beleaguered industrial sector.

4 April 2018 More soft economic data in the Eurozone (Publication Centre)

Economic data in the Eurozone continue to come in soft. Yesterday's final manufacturing PMIs confirmed that the euro area index slipped to an eight-month low of 56.6 in March, from 58.6 in February.

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