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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+
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
Data yesterday showed that the euro area economy did better than initially estimated at the start of the year, contrary to our expectations, though the main story didn't change.
9th Jun 2021 00:10Eurozone
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th Jun 2021 00:10China+
Italian Economy is Roaring Back to Life, but We're Still Cautious
28th May 2021 00:10Eurozone
China's Reopening Story Remains in Tact Despite Slow M1 Growth
24th May 2021 00:10China+
We're Lifting our Forecasts for Spanish GDP Growth in 2021
20th May 2021 00:10Eurozone
Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy
28th Apr 2021 00:00China+
Increased Household Saving Tendency Likely Continued in March
13th Apr 2021 00:10China+
The PMIs will Bounce in March, but the Hard Data will Pull Back
30th Mar 2021 00:10China+
A Closer Look at Pent-Up Demand in the EZ Private Sector
26th Mar 2021 00:10Eurozone
Equities, Sovereign Debt, PBoC Normalisation, and Battles with Ant
15th Mar 2021 00:10China+
Disappointing M1 numbers, but Still a 2021 GDP growth Uptrend
11th Mar 2021 00:00China+
We are sympathetic if euro area fixed income investors are slightly confused about the ECB's intentions.
5th Mar 2021 08:14Eurozone
No Relief Just Yet for Households in Germany and France
26th Feb 2021 00:10Eurozone
The January Crash in EZ Car Sales is a One-off, but H1 will be Slow
18th Feb 2021 00:10Eurozone
Italy is Managing the Virus, but the Economy is Reeling
15th Feb 2021 00:20Eurozone
China's 2021 Recovery is Back on Track, M1 Growth Rebounded
10th Feb 2021 00:00China+
EZ 28 Jan 2021
28th Jan 2021 00:10Eurozone
The PBoC is rounding out 2020 remaining neutral in interbank markets.
22nd Dec 2020 00:10China+
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