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Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
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,...
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter
More Zoom Booming in Q1 Means a Positive Net Export Contribution
Further BoJ Retreat from Abenomics, but Not Tightening
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
The case for the MPC to extend its asset purchase programme into 2021 is compelling. The mere 2.1% month-to-month rise in GDP in August has left the Committee's September...
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...
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...
The latest official data continue to understate the collapse in labour demand since Covid-19.
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...
The MPC likely will steer clear of providing strong signals on the outlook for monetary policy at next week's meeting.
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