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From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
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...
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
The Bank made a surprise announcement at its meeting last week.
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.
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,...
If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
Manufacturing PMIs Could Edge Higher this Month
China's Reopening Story Remains in Tact Despite Slow M1 Growth
The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger
Questions are Being Answered for China, but Some Remain
Exports are Softening, but a More Serious Correction is in the Cards
The Trade Surplus Likely Began a Downshift in April
Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.
Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It
1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?
Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...
Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.
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