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Peruvian New Sol -- President Castillo already on fire Chilean Peso --The copper-driven sell-off Colombian Peso -- Deteriorating fundamentals
China's weak July PMIs play into a wider story of underperformance in trade and manufacturing. The official and Caixin reports are at odds on prices, but we reckon PPI...
China's PPI inflation is at or near its peak, and CPI inflation remains relatively tame... ... But underlying inflationary pressure is more ad- vanced in China, thanks to the...
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...
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.
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.
It's easy to fall into the trap of thinking that the Chinese monetary authorities are shifting to a broad-based easing stance.
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'...
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.
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
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...
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...
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
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.
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
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...
Chinese exports have recovered much more quickly than elsewhere, thanks in large part to the still strong command element of the economy.
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