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10 January 2019 Fed Doves Sound, Well, Dovish... but don't Ignore the Warning from Evans (Publication Centre)

The latest batch of FOMC speakers yesterday, together with the December minutes--participants said "the committee could afford to be patient about further policy firming"--offered nothing to challenge the idea, now firmly embedded in markets, that the next rate hike will come no sooner than June, if it comes at all.

7 Apr. 2016 Real Economic Data Point to an Upbeat German GDP Story in Q1 (Publication Centre)

Yesterday's German industrial production data were poor, but better than we expected. Output fell 0.5% month-to-month in February, pushing annual growth down to 1.3% from a revised 1.8% in January. In addition, net revisions to the month-to-month data were a hefty -1.0%, but this is not enough to change the story of a Q1 rebound in industrial production.

23 January 2019 More of the Same From German Bund Yields in 2019 (Publication Centre)

German 10-year yields have been trading according to a simple rule of thumb since 2017, namely, anything around 0.6% has been a buy, and 0.2%, or below, has been a sell.

WALL STREET JOURNAL - U.S. Jobless Claims Decline (Media Centre)

Chief U.S. Economist Ian Shepherdson on U.S. Unemployment

WALL STREET JOURNAL - Jobless Claims Rise Slightly in April 18 Week (Media Centre)

Chief US Economist Ian Shepherdson on today's Inital Jobless Claims data

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