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Will Brexit Puncture the MPC's Tightening Cycle?... More by Samuel Tombs
We suspect that under the calm surface of the BoJ, a major decision is being debated.... More by Freya Beamish
The ECB will deliver a carbon copy of its December meeting today, at least in terms of the main headlines.... More by Claus Vistesen
One of the arguments we hear in favor of an endless Fed pause--in other words, the cyclical tightening is over--is that GDP growth is set to slow markedly this year, to only 2% or so.... More by Ian Shepherdson
On the face of it, the trend in public borrowing deteriorated sharply late last year. In the three months to December, borrowing on the main "PSNB ex ." measure, which excludes banks owned by the public sector, was a trivial £0.3B, or 1.6%, lower than in the same months of 2017.... More by Samuel Tombs
The weekly mortgage applications numbers have been wild recently, but our first chart shows that the trend underneath the noise is solid.... More by Ian Shepherdson
Korea's preliminary Q4 GDP report was stronger than nearly all forecasters, including ourselves, expected.... More by Freya Beamish
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.... More by Claus Vistesen
We expect the Mexican economy to continue growing close to 2% year-over-year in 2019, driven mainly by consumption, but constrained by weak investment, due to prolonged uncertainty related to trade.... More by Andres Abadia
November's labour market data were the last before the MPC's February meeting, when it will conduct its annual assessment of the supply side of the economy.... More by Samuel Tombs
The R-Word is Once Again Being Spoken in the EZ...But it Probably Won't be that Bad, at Least not in H1... More by Claus Vistesen
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