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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.
23rd Jul 2021 00:00China+
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+
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+
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 analysts have a not-so-secret weapon; credit and money trends are very good leading indicators of GDP growth. At the moment, the signal from those indicators is worrying.
5th Jul 2021 00:10China+
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
29th Jun 2021 00:10China+
Data on Friday showed that money supply growth in the Eurozone slowed further midway through Q2. Broad money, M3, rose by 8.4% year-over-year in May, easing from a 9.4% increase...
28th Jun 2021 00:20Eurozone
European Commission President Ursula von der Leyen is currently on tour in Europe, negotiating with national governments on the final makeup of the spending plans for the...
23rd Jun 2021 00:10Eurozone
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
18th Jun 2021 00:10Eurozone
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.
17th Jun 2021 00:10Eurozone
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
11th Jun 2021 00:10Eurozone
The PBoC has had its foot off the brake for most of this year so far, following tightening through the second half of 2020, culminating in its efforts to shake out speculative...
11th Jun 2021 00:00China+
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
4th Jun 2021 00:00China+
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
A More Dovish Tone from the ECB as Difficult Decisions on QE Loom
25th May 2021 00:20Eurozone
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
The Euro Glut is Alive and Well, in Fact, it Has Rarely Been Bigger
21st May 2021 00:20Eurozone
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
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