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Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
The ECB conformed to our expectations yesterday, guiding markets towards unchanged and ample accommodation through Q3.
11th Jun 2021 00:10Eurozone
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
The PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
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
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+
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+
New Commission Forecasts Focus on the Upside Risks to Growth
17th May 2021 00:20Eurozone
Fiscal Hawkishness is Tightening Monetary Conditions
13th May 2021 00:00China+
Either the ECB has Toughened Up, or it is Behind the C urve
12th May 2021 00:10Eurozone
Conditions have Never Been Better for Equities, but Risks Loom in H2
11th May 2021 00:20Eurozone
The ECB Will Soon be Discussing When and How to Slow PEPP
5th May 2021 00:10Eurozone
Look out for Hot Headline Inflation Data Today, but a Soft Core
30th Apr 2021 00:10Eurozone
The EU Recovery Fund is Coming, Will it Have a Large Multiplier?
28th Apr 2021 00:10Eurozone
The German Economy Took a Hit in Q1, but Q2 Will be Better
27th Apr 2021 00:20Eurozone
BoJ Forecasts are Due an Upgrade; Lowballing is the Order of the Day
26th Apr 2021 00:10China+
The ECB Treads Water, but More PEPP is Still to Come, Probably
23rd Apr 2021 00:10Eurozone
What does PBoC Involvement in Huarong Mean for Normalisation
23rd Apr 2021 00:00China+
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