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• U.S. - The trade war is starting to hurt; payroll growth will fall further • EUROZONE - The EZ economy is carrying weak manufacturing...for now • U.K. - Can the...
10th Sep 2019 20:00Global
In one line: Ominous, in more ways than one.
5th Sep 2019 20:00Global
• U.S. - Mr. Trump will blink on tariffs, if China doesn't budge • EUROZONE - Real M1 is sending an upbeat signal for the EZ business cycle • U.K. - First a Brexit...
3rd Sep 2019 20:00Global
• U.S. - Trump is making it impossible for China to negotiate a trade deal • EUROZONE - EZ PMIs are stabilising, will the economy follow? • U.K. - Our U.K. service is on...
27th Aug 2019 20:00Global
• U.S. - Third quarter growth looks decent, but the details are soft • EUROZONE - EZ bond markets remain primed for ECB easing next month • U.K. - Our U.K. service is on...
20th Aug 2019 20:00Global
• U.S. - Mr. Trump blinks, but some Chinese consumer goods will face tariffs • EUROZONE - Mr. Trump's recent tariff threats adds to the ECB's dovish convictions...
13th Aug 2019 20:00Global
In one line: Solid, but subordinate to politics.
31st Jul 2019 20:00Global
• U.S. - The boom in multi-family construction is over, for now • EUROZONE - The ECB will lay the ground for a rate cut this week • U.K. - A general election is coming,...
23rd Jul 2019 20:00Global
• U.S. - Cutting rates by 50bp would be risky for the Fed • EUROZONE - Further ECB easing all but confirmed • U.K. - A pause at the BOE means more hikes in 2020...
16th Jul 2019 20:00Global
• U.S. - Strong economic data could still kill a July Fed rate cut • EUROZONE - The German economy hit a brick wall in Q2 • U.K. - Markets are overestimating the...
9th Jul 2019 20:00Global
In one line: Not enough alone to stop the Fed easing this month.
4th Jul 2019 20:00Global
In one line: Could have been worse; expect better ahead.
6th Jun 2019 20:00Global
In one line: Solid; AHE hit be calendar quirks and will rebound.
2nd May 2019 20:00Global
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