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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.
The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
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,...
Friday's headline data in the French economy weren't pretty. First, the third and final Q1 GDP estimate was revised down by 0.5pp, to -0.1% quarter-on-quarter, indicating that the...
Yesterday's INSEE surveys in France complemented the upbeat IFO in Germany earlier in the week
Grim Q1 GDP Report in Germany, but the IFO Promises a Big Q2
Japan's Q1 Capex Disappoints, but Greater Optimism is Warranted
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
Fiscal Hawkishness is Tightening Monetary Conditions
EZ Recession Confirmed, but now the Recovery Begins, We Hope
IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter
The EZ Manufacturing Upturn Continues, But at a Slower Pace
More Zoom Booming in Q1 Means a Positive Net Export Contribution
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
Plunging Consumers' Spending on Services Hurt the EZ in Q4
Economic Targets are Mainly Pretty Dovish for a Kettle of Hawks
business sentiment, composite pmi, consumption, economic activity, economy, eurozone, exports, February, france, french, gdp, gdp data, gdp growth, growth, h2, household...
PM2.5 Concentrations Help to Fill the Data Hungry Gap
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