Best viewed on a device with a bigger screen...
Robust M1 growth points to solid GDP growth in the Eurozone, once the dust settles from reopening. Loan growth is slowing, but that's mainly due to base effects; the underlying...
28th Jul 2021 00:10Eurozone
Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...
22nd Jul 2021 00:10Eurozone
The PBoC followed through with a Reserve Requirement Ratio cut of 0.5 percentage points on Friday, hot on the heels of a strong hint to do so from the State Council meeting...
12th Jul 2021 00:10China+
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
9th Jul 2021 00:00China+
China analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.
5th Jul 2021 00:10China+
From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...
29th Jun 2021 00:20Eurozone
Data on Friday showed that money supply growth in the Eurozone slowed further midway through Q2. Broad money, M3, rose by 8.4% year-over-year in May, easing from a 9.4% increase...
28th Jun 2021 00:20Eurozone
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+
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 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
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+
Italian Economy is Roaring Back to Life, but We're Still Cautious
28th May 2021 00:10Eurozone
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
We're Lifting our Forecasts for Spanish GDP Growth in 2021
20th May 2021 00:10Eurozone
Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy
28th Apr 2021 00:00China+
Increased Household Saving Tendency Likely Continued in March
13th Apr 2021 00:10China+
The PMIs will Bounce in March, but the Hard Data will Pull Back
30th Mar 2021 00:10China+
A Closer Look at Pent-Up Demand in the EZ Private Sector
26th Mar 2021 00:10Eurozone
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
15th Mar 2021 00:10China+
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks