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33 matches for " manufacturing production":

24 Oct 2019 A Standing Ovation for Mr. Draghi Today as he Departs the ECB (Publication Centre)

Today's ECB meeting will mainly be a victory lap for Mr. Draghi--it is the president's last meeting before Ms. Lagarde takes over--rather than the scene of any major new policy decisions.

25 July 2018 The PMIs are Probably Telling the True Story on the EZ Economy (Publication Centre)

Yesterday's first batch of Q3 survey data in the Eurozone suggest that economic growth eased further, albeit it slightly, at the start of the quarter.

27 Aug 2019 Mexico's Economy Underwhelmed in the First Half Will it Improve (Publication Centre)

Mexican GDP was unchanged quarter-on-quarter in Q2, according to the final report, a tenth worse than the preliminary reading.

23 Jan 2020 The ECB Will Stick to its Guns Today, Negative Rates Work (Publication Centre)

Barring a meteor strike, the ECB will leave its main refinancing and deposit rates unchanged today, at 0.00% and -0.5% respectively.

19 June 2019 Another One Bites the Dust Growth Cools Temporarily in Peru (Publication Centre)

Peru's April supply-side monthly GDP data confirm that the economic rebound lost momentum at the start of the second quarter.

18 September 2018 Andean Economies Started Q3 Strongly, Can this Trend Continue (Publication Centre)

Colombia's economy remained resilient in July, thanks to strong domestic demand and relatively good external conditions for the country's top exports.

19 July. 2016 Domestic Demand is Slowing in Colombia - Rate Cuts Soon? (Publication Centre)

Markets are reacting to Colombia's disappointing activity figures, released Friday, by pulling forward expectations for the country's first rate cut to December. The data certainly looked weak--especially upon close examination--and we expect growth to slow further. But we think that inflation is still too high to expect rate cuts this year.

30 January 2019 A Mixed Bag of PMI Readings in China won't Put Off Fresh Stimulus (Publication Centre)

China's official PMIs for January, due out tomorrow, will give the first indications of how the economy started the year.

30 Oct 2019 The Fed will Ease Today, but will Signal a Pause Unless Growth Tanks (Publication Centre)

The stage is set for the Fed to ease by 25bp today, but to signal that further reductions in the funds rate would require a meaningful deterioration in the outlook for growth or unexpected downward pressure on inflation.

5 March 2019 Argentina's Medium-term Outlook is Improving, but Challenges Remain (Publication Centre)

The outlook for Argentina is gradually improving, after a long and painful recession.

8 July 2019 Slump in German Manufacturing isn't Over Yet...Far From It (Publication Centre)

The German manufacturing data remain terrible. Friday's factory orders report showed that new orders plunged 2.2% month-to-month in May, convincingly cancelling out the 1.1% cumulative increase in March and April.

5 February 2019 Six Days Later, We're Still Struggling to Make Sense of the Fed's Thinking (Publication Centre)

We very much doubt that Fed Chair Powell dramatically changed his position last week because President Trump repeatedly, and publicly, berated him and the idea of further increases in interest rates.

5 April 2019 German Manufacturers are Reliving the Horrors of 2008 (Publication Centre)

We have been telling an upbeat story about the EZ economy in recent Monitors, emphasizing solid services and consumers' spending data.

31 October 2018 Eurozone GDP Growth hit a Speed Bump in the Third Quarter (Publication Centre)

Yesterday's barrage of economic data in the Eurozone offered a good snapshot of the grand narrative.

4 May 2018 A Solid Start to the Year for Chile's Economy, Will the Trend Continue? (Publication Centre)

This week's March economic activity reports in Chile have been relatively strong, with the industrial sector expanding briskly and retail sales solid.

18 Oct 2019 Argentina's Presidential Vote will Restore the Dire Kirchner Dynasty (Publication Centre)

Argentinians are heading to the polls on Sunday October 27 and will likely turn their backs on the current president, Mauricio Macri.

17 Dec 2019 Behind the Rebound in November IP, the Underlying Trend is Flat (Publication Centre)

The November industrial production numbers will be dominated by the rebound in auto production following the end of the GM strike.

13 February 2018 Brazilian Households are in Good Shape, Despite Ending Q4 Poorly (Publication Centre)

Consumers' spending in Brazil weakened at the end of Q4, but we think households will support GDP growth in the first quarter.

13 May 2019 Poor Data in Mexico are Gradually Setting the Stage for Rate Cuts (Publication Centre)

External and domestic shocks in Mexico over the last two years, including the "gasolinazo", NAFTA renegotiation and the presidential election, have put the country's financial metrics under severe stress and pushed inflation to cyclical highs.

13 Nov 2019 Chile's Protests Have Trashed the Local Market: will it Rebound Soon? (Publication Centre)

Chile's market volatility and high political risk continue, despite government efforts to ease the crisis.

13 December 2017 Mexico's Manufacturing Starts Q4 Badly, but it Will Gradually Improve (Publication Centre)

Mexican industrial activity started the fourth quarter badly. Industrial production fell 0.1% month- to-month in October, pushing the year-over-year rate slightly up to -1.1% from -1.2% in September and -0.7% in Q3.

12 Nov 2019 Mexico's Industrial Sector did Well in Q3, but Leading Indicators are Grim (Publication Centre)

Mexico's industrial sector did relatively well in Q3, due mainly to the resilience of the manufacturing sector, and the rebound in construction and oil output, following a long period of sluggishness.

11 Nov 2019 AU.S.-Sino Trade Truce will Help to Offset Domestic LatAm Shocks (Publication Centre)

The apparent thaw in the U.S.-China trade dispute is great news for LatAm, particularly for the Andean economies, which are highly dependent on commodity prices and the health of the world's two largest economies

12 Feb 2020 COPOM Closed the Door to Further Easing, Mexico's Industry Struggles (Publication Centre)

Yesterday's minutes of the February 4-to-5 COPOM meeting, at which Brazil's central bank, the BCB, cut the benchmark Selic rate by 25bp to 4.25%, reaffirmed the committee's post-meeting communiqué.

13 Sept 2019 Brazil's Retail Sector Started Q3 Solidly will the Uptrend Continue (Publication Centre)

Brazil's outlook is still improving at the margin, as positive economic signals mix with relatively encouraging political news.

14 Feb 2020 Banxico Cuts Rates, Brazil's Domestic Demand Eased in Q4 (Publication Centre)

It was no surprise that Banxico cut its policy rate by 25bp to 7.00% yesterday, following similar moves in August, September, November and December.

15 Oct 2019 Brazil's Modest Recovery Continues, Peru's Central Bank to Cut Soon (Publication Centre)

Data released yesterday from Brazil support our view that the economic recovery continues, but progress has been slow.

16 Oct 2019 Colombia's Economy Solid in Q3, but Expect a Challenging Q4 (Publication Centre)

Evidence of accelerating economic activity in Colombia continues to mount, in stark contrast with its regional peers and DM economies.

15 Nov 2019 Banxico Cut Rates, Brazil's Economy was Firing on all Cylinders in Q3 (Publication Centre)

The two biggest economies in the region have taken divergent paths in recent months, with the economic recovery strengthening in Brazil, but slowing sharply in Mexico.

15 March 2019 China's Activity Data Aren't as Bad as they Look on the Surface (Publication Centre)

The headlines of China's main activity gauges paint a dreary picture of the start of the year, implying a slowdown.

14 June 2019 Retail Sales and IP Both Likely Rebounded in May (Publication Centre)

The wave of May data due for release today likely will go some way to countering the market narrative of a seriously slowing economy, a story which gained further momentum last week after the release of the May employment report.

14 Oct 2019 Resilient Consumption in Brazil, Manufacturing in Mexico Slowing (Publication Centre)

Hard data for Brazil and Mexico, released last week, support the case for further interest rate cuts.

13 May. 2016 EZ Manufacturing Jumped in Q1, but Likely Will Nosedive in Q2 (Publication Centre)

Activity in the Eurozone industrial sector cooled at the end of the first quarter. Manufacturing production declined 0.8% month-to-month in March, pushing the year-over-year rate down to 0.2% from a revised 1.0% in February. Over Q1 as a whole, though, the story was positive.

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