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Robust M1 growth points to solid GDP growth in the Eurozone, once the dust settles from reopening. Loan growth is slowing, but that's mainly due to base effects; the underlying...
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.
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'...
The potential for a consumption-led rebound in Chinese GDP growth is being underestimated, and we still expect a pop of faster growth.
The PBoC continues to hold off on tightening, as it waits for something closer to herd immunity, and to see how the economy responds to "freedom".
The Bank made a surprise announcement at its meeting last week.
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...
The PBoC Can't Ignore Sky-High PPI Inflation
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.
Manufacturing PMIs Could Edge Higher this Month
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
Volatility will Cloud the Reopening Rebound in the EZ Core CPI, If Any
Are Chinese Firms Running out of Cash to Support Commodities
Will U.S. Stimulus Show up in China's April PMIs
Inflation is Beside the Point for the BoJ, Global Yields will Dictate Policy
Commodity and House Prices are Top of the PBo
Vaccination in Europe will Pick Up Further, Even Without the AZ Shot
The BoK left the Base Rate unchanged at 0.50% for the intermeeting period, by a unanimous decision.
Japan's Q4 GDP Print is Liable to be Revised Down
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