Best viewed on a device with a bigger screen...
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
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
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+
China's on-balance sheet government deficit has recovered fast since the initial Covid hit early last year, reaching a seasonally adjusted 3.9% of GDP in Q1, on our calculations,...
6th Jul 2021 00:10China+
We recently wrote about the prospects of a reopening leap in core inflation--see here--as the restrictions are eased.
5th Jul 2021 00:20Eurozone
Industry in the euro area remained red hot at the end of Q2.
2nd 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
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+
Yesterday's national survey data in the core Eurozone economies added to the evidence that services are now driving the recovery.
25th Jun 2021 00:10Eurozone
The evidence continues to support our own and consensus forecasts that the euro area economy is roaring back to life in the second quarter.
24th Jun 2021 00:10Eurozone
Yesterday's decision by the SNB to keep its policy rate unchanged, at -0.75%, was widely expected.
18th Jun 2021 00:10Eurozone
In preview, we still think the central bank is setting the bar a bit too high.
15th Jun 2021 00:20Eurozone
Last year President Xi announced a new target for China, with the importance of GDP targeting diminishing.
14th Jun 2021 00:10China+
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 PBoC Can't Ignore Sky-High PPI Inflation
10th Jun 2021 00:00China+
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+
Filter by Keyword
Filter by Publication Type
Filter by Author
Global Publications Only
Filter by Date
Inflation Growth Labour Market Monetary Policy Fiscal Policy Quantitive Easing Trade Investment Housing Inventories Banks Money Credit Inflation Expectations Asset Prices Industry Services Balance of Payments Saving Profits Companies Central Banks