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The best way to explain the ECB's position, ahead of today's policy decision, is that the central bank has plenty of circumstantial evidence that a strong recovery has begun,...
10th Jun 2021 00:10Eurozone
If the PMIs are right, services activity in the Eurozone rebounded strongly midway through the second quarter, as virus restrictions were eased.
4th Jun 2021 00:10Eurozone
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
1st Jun 2021 00:10China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
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
Questions are Being Answered for China, but Some Remain
21st May 2021 00:10China+
Exports are Softening, but a More Serious Correction is in the Cards
10th May 2021 00:10China+
The Trade Surplus Likely Began a Downshift in April
5th May 2021 00:00China+
Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.
21st Apr 2021 00:10Eurozone
Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It
23rd Mar 2021 00:20Eurozone
1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?
1st Mar 2021 00:20Eurozone
Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...
5th Nov 2020 00:10Eurozone
Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.
27th Oct 2020 00:10China+
The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the...
17th Sep 2020 18:00U.K.
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