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This is not, on the face of it, the best time to take a step back and look at the prospects for net exports in the Eurozone in a post-Covid world.
21st Jul 2021 00:10Eurozone
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
Sometimes when you put together the Chinese data, it feels like you are drawing from multiple jigsaw puzzles, each with pieces missing.
16th Jul 2021 00:00China+
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 ECB is pushing forward with its commitment to incorporate climate change into its policy framework over the next few years.
13th Jul 2021 00:20Eurozone
We've expressed misgivings for some time about the sustainability of GDP quarterly growth into Q2.
13th Jul 2021 00:10China+
Manufacturing in Germany has stalled. Data yesterday showed that industrial production, including construction, edged lower by 0.3% month-to-month in May, matching the revised...
8th 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+
Data in the last few months have suggested that China's foreign trade and manufacturing sector is underperforming compared with Korea's.
2nd Jul 2021 00:00China+
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+
The Eurozone's external surplus rebounded at the start of Q2.
21st Jun 2021 00:20Eurozone
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.
17th Jun 2021 00:10Eurozone
Yesterday's euro area trade data from Eurostat were alarmingly poor.
16th Jun 2021 00:10Eurozone
Yesterday's main economic reports point to mixed conditions in euro area manufacturing at the start of Q2.
8th Jun 2021 00:20Eurozone
It's now widely appreciated that Chinese exports are exposed, as the global economy switches lanes to services, from manufacturing.
8th Jun 2021 00:10China+
China is at a critical point in the recovery. The economy is switching lanes from the supply-led, export-supported manufacturing surge to consumer and services drivers.
7th Jun 2021 00:10China+
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+
In this Monitor, we are introducing our coverage of the Swiss economy, with a look at the recent Q1 GDP numbers, and an outlook for the rest of the year.
3rd Jun 2021 00:10Eurozone
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
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