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Yesterday's advance EZ PMI data for September conformed to our expectations.
24th Sep 2020 00:10Eurozone
In one line: The U.S. situation is deteriorating; hospitalizations jumped yesterday.
23rd Sep 2020 10:46U.S.
A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic...
22nd Sep 2020 00:10Eurozone
Our long-standing forecast for GDP to be about 5% below its pre-Covid level at the end of this year assumes that the government will not need to impose new nationwide restrictions...
21st Sep 2020 18:00U.K.
In one line: U.S. Hospitalizations still falling, but could start to rise again soon.
21st Sep 2020 12:01U.S.
The Argentinian economic recovery continues, from very depressed levels, and the rebound is confronting many setbacks.
21st Sep 2020 00:20Latin America
Retailers made hay while the sun shone in August, but clouds now are looming overhead. The 0.8% month-to-month rise in retail sales volumes took them 3.3% above last year's...
21st Sep 2020 00:10U.K.
An Interruption to the Downward Trend in U.S. Cases, or a Reversal?
18th Sep 2020 13:07U.S.
The Policy Board of the Bank of Japan yesterday kept its main settings unchanged, as widely expected. In another 8-to-1 vote, members maintained the policy balance rate and the...
18th Sep 2020 00:10China+
Recent economic activity, labour market and inflation data all have surprised Brazilian policymakers' expectations, to the upside.
18th Sep 2020 00:10Latin America
The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the...
17th Sep 2020 18:00U.K.
The decline in U.S. hospitalizations is slowing; test positivity still high.
16th Sep 2020 11:08U.S.
The latest official data continue to understate the collapse in labour demand since Covid-19.
15th Sep 2020 18:10U.K.
The return of the virus in the Eurozone isn't what the economy needed, but we continue to think it differs from the first shock, for three key reasons.
15th Sep 2020 00:10Eurozone
U.S. Test Positivity is Stuck At 5%; Europe's Second Wave Persists
14th Sep 2020 11:59U.S.
GDP data for July, released on Friday, showed that the economic recovery following the Covid-19 lockdown still does not look V-shaped, even though virtually all restrictions on...
14th Sep 2020 00:10U.K.
U.S. Cases Falling Again but the Positive Test Rate is Stubbornly High
11th Sep 2020 11:35U.S.
On a headline level, the ECB conformed to consensus expectations yesterday by leaving its policy stance unchanged.
11th Sep 2020 00:10Eurozone
The MPC likely will steer clear of providing strong signals on the outlook for monetary policy at next week's meeting.
10th Sep 2020 18:10U.K.
The data calendar is so congested next week that it makes sense to preview Tuesday's labour market report early.
9th Sep 2020 18:10U.K.
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