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Yesterday's national survey data in the core Eurozone economies added to the evidence that services are now driving the recovery.
25th Jun 2021 00:10Eurozone
The PBoC injected RMB 30B through seven-day reverse repos yesterday, breaking with the more than three-month stretch in which the Bank routinely injected just RMB 10B.
25th Jun 2021 00:00China+
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
24th Jun 2021 00:10Eurozone
European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...
23rd Jun 2021 00:10Eurozone
With Mr. Biden recently installed in the Oval office, and the Conservative government in the U.K. not battling for re-election until 2024, the main sources of political risk...
22nd Jun 2021 00:20Eurozone
The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".
22nd Jun 2021 00:10China+
The Eurozone's external surplus rebounded at the start of Q2.
21st Jun 2021 00:20Eurozone
The Bank made a surprise announcement at its meeting last week.
21st Jun 2021 00:10China+
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
18th Jun 2021 00:10Eurozone
The Swiss National Bank (SNB) will keep its powder dry today and leave its policy rate at -0.75%, a number we recommend investors get used to.
17th Jun 2021 00:10Eurozone
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
17th Jun 2021 00:00China+
Yesterday's euro area trade data from Eurostat were alarmingly poor.
16th Jun 2021 00:10Eurozone
The BoJ meeting this week could be live, with an extension of the Special Funds Supplying operation, likely to March next year, from September currently.
16th Jun 2021 00:00China+
In preview, we still think the central bank is setting the bar a bit too high.
15th Jun 2021 00:20Eurozone
We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...
15th Jun 2021 00:10China+
In any given quarter, the change in the unemployment rate can be derived by the difference between the change in employment and the change in the size of the labour force as a...
14th Jun 2021 00:20Eurozone
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
11th Jun 2021 00:10Eurozone
The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
11th Jun 2021 00:00China+
The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...
10th Jun 2021 00:10Eurozone
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