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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...
27th Jul 2021 00:20Eurozone
The ECB formally presented its new inflation target yesterday, and updated the forward guidance on rates attached to it.
23rd Jul 2021 00:10Eurozone
Today's ECB meeting was supposed to be a snoozer, in which the council goes on holiday with the message that it will hold off making any major decisions on the pace of...
22nd Jul 2021 00:10Eurozone
Governor Kuroda was managing expectations about the new green fund-provisioning scheme in the press conference.
19th Jul 2021 08:21China+
Friday's detailed inflation data in the EZ conformed to expectations. Headline inflation dipped by 0.1pp, to 1.9%, matching the initial estimate, while core inflation fell to...
19th Jul 2021 00:10Eurozone
Earlier this week we delved into German and French inflation data, looking for signs of supply-side price pressures in goods prices, and a reopening bump in Covid-sensitive...
16th Jul 2021 00:10Eurozone
Virus cases fell throughout the second quarter, allowing EZ governments to ease restrictions and the economy to roar back to life.
15th Jul 2021 00:10Eurozone
The BoJ's policy meeting on Friday is set to provide an outline of the fund-provisioning scheme, announced at its June meeting, to support green finance.
15th Jul 2021 00:00China+
Yesterday's detailed inflation data in Germany and France were similar, at least as far as the main story goes.
14th Jul 2021 00:10Eurozone
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
Energy inflation is not straightforward to forecast in China, thanks to the lack of clarity over the CPI weights.
8th 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
Industry in the euro area remained red hot at the end of Q2.
2nd Jul 2021 00:10Eurozone
Yesterday's advance CPI data in the Eurozone broadly confirmed our expectations.
1st Jul 2021 00:10Eurozone
The official manufacturing PMI indicates that bottlenecks remain a problem.
1st Jul 2021 00:00China+
Data yesterday revealed that inflation in Germany eased slightly at the end of Q2.
30th Jun 2021 00:10Eurozone
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+
China's official manufacturing PMI looks exposed in the context of the recent softening of regional trade flows. Korean 20-day export growth for June slowed to 29.4%...
28th Jun 2021 00:10China+
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