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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
We look for Q2 GDP growth in the EZ at 1.5% quarter-on-quarter, the same as the consensus. This week's EZ inflation reports for July are a banana-skin for forecasters; don't...
27th Jul 2021 00:20Eurozone
The PMIs point to a sustained, and strong, expan- sion in EZ economic activity at the start of Q3. The renewed surge in virus cases is a threat to the lofty consensus Q3...
26th Jul 2021 00:20Eurozone
Our analysis reveals that GDP growth in the first half may have been significantly stronger than billed. In particular, the household savings rate dropped sharply, back to...
26th Jul 2021 00:10China+
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
23rd 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
This is not, on the face of it, the best time to take a step back and look at the prospects for net exports in the Eurozone in a post-Covid world.
21st Jul 2021 00:10Eurozone
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
16th Jul 2021 00:00China+
Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.
15th Jul 2021 00:10Eurozone
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
14th Jul 2021 00:00China+
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
13th Jul 2021 00:10China+
We last set our outlook for the Italian economy at the end of May--see here--and in this Monitor, we take stock of what has changed since. In preview; it's good news.
12th Jul 2021 00:20Eurozone
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+
The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.
9th Jul 2021 00:10Eurozone
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+
Manufacturing in Germany has stalled. Data yesterday showed that industrial production, including construction, edged lower by 0.3% month-to-month in May, matching the revised...
8th Jul 2021 00:10Eurozone
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
8th Jul 2021 00:00China+
Weakness in the core remained a drag on euro area manufacturing midway through Q2, amid strength elsewhere.
7th Jul 2021 00:10Eurozone
Judging by the questions we're receiving from readers, and reports in the financial news, the outcome of the ECB's strategic policy review is now starting to occupy investors'...
6th Jul 2021 00:20Eurozone
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
6th Jul 2021 00:10China+
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