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Headline inflation in the EZ likely was a touch stronger than we initially expected in July. Core and headline inflation in Germany is rocketing, mostly due to base effects...
The macro-fundamentals are starting to turn against equities, but the policy put is alive and well. Even if EZ equity earnings rise by 40% over the next year, as analysts...
Q2 CPI inflation exceeded the MPC's one-quarter ahead forecast by the most for 13 years... ...But only two members have implied they will vote to end QE; pushback from the...
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...
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
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...
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
Friday's detailed inflation data in the EZ conformed to expectations. Headline inflation dipped by 0.1pp, to 1.9%, matching the initial estimate, while core inflation fell to...
Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...
Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.
Chinese exports surprised to the upside in June, with growth picking up to 32.2% year-over-year, from 27.9% in May.
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...
The ECB sprang a surprise on markets yesterday, releasing the details of its policy review--see here--ahead of the planned announcement in September.
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
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'...
Industry in the euro area remained red hot at the end of Q2.
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
The official manufacturing PMI indicates that bottlenecks remain a problem.
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