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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
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.
9th Jun 2021 00:10Eurozone
Japan has been a laggard in the vaccine race, with the virus keeping the economy on a weak footing into this quarter and the next.
9th Jun 2021 00:00China+
Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.
8th Jun 2021 00:20Eurozone
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
For forecasters, including us, pinning their hopes on a reopening-rebound in EZ Q2 GDP, chiefly thanks to rising consumers' spending, Friday's data were a slap in the face.
7th Jun 2021 00:20Eurozone
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th Jun 2021 00:10China+
If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.
4th Jun 2021 00:10Eurozone
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.
3rd Jun 2021 00:10Eurozone
Inflation in the euro area increased further midway through the second quarter.
2nd Jun 2021 00:10Eurozone
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