Search Results: 11
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11 matches for " pmi surveys":
Korea's trade data have been extremely volatile over the past two months, thanks to distortions caused by last year's odd holiday calendar.
Yesterday's advance CPI data in Germany suggest that inflation fell slightly in August.
Japan's jobless rate inched up to 2.5% in January, from 2.4% in December.
We have argued for some time that much of the early phase of the downturn in global manufacturing was due to the weakening of China's economic cycle, rather than the trade war.
China's official real GDP growth is absurdly stable, but the risks in Q3 are tilted to the downside.
China's September imports missed expectations, but commentators and markets tend to focus on the year-over-year numbers.
Trade talks between the U.S. and China officially resumed this week, with the first face-to-face meeting of the main negotiators taking place yesterday in Shanghai.
The BoJ kept policy unchanged, as expected, at its meeting yesterday.
April's GDP data give a grim firs t impression, though the details provide reassurance that the economy isn't on the cusp of a recession.
September PMI surveys in Mexico continued to bolster our argument for a subpar recovery in the second half of the year.
The disappearance from the FOMC statement of any reference to global risks, which first appeared back in September, was both surprising and, in the context of this cautious Fed, quite bold. After all, one bad month in global markets or a reversal of the jump in the latest Chinese PMI surveys presumably would force the Fed quickly to reinstate the global get-out clause. So, why drop it now?
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