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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 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...
11th Jun 2021 00:00China+
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+
A More Dovish Tone from the ECB as Difficult Decisions on QE Loom
25th May 2021 00:20Eurozone
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+
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
Only Small Firms Noticed the U.S. Stimulus, so far
4th May 2021 00:10China+
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
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