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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+
China's activity data were disappointing for May, raising serious questions about a limbo period in the middle of the year.
17th Jun 2021 00:00China+
We expect China's May activity data on Wednesday to lead to talk of slowdown, with the year- over-year growth rates for industrial production, retail sales, and the year-to-date,...
15th Jun 2021 00:10China+
Industry and Capex are Losing Steam, the Retail Wobble is Nothing
18th May 2021 00:10China+
IP and Retail Sales Kept Q1 GDP Growth High, Quarter-on-Quarter
19th Apr 2021 00:10China+
More Zoom Booming in Q1 Means a Positive Net Export Contribution
14th Apr 2021 00:00China+
Further BoJ Retreat from Abenomics, but Not Tightening
22nd Mar 2021 00:10China+
China's Supply-Demand Mismatch is Rebuilding, but it's Temporary
16th Mar 2021 00:10China+
EZ 28 Jan 2021
28th Jan 2021 00:10Eurozone
The case for the MPC to extend its asset purchase programme into 2021 is compelling. The mere 2.1% month-to-month rise in GDP in August has left the Committee's September...
2nd Nov 2020 00:10U.K.
A Financial Times report over the weekend--see here--added to the speculation that the ECB is not going to lift the amount of asset purchases pledged under its Pandemic...
22nd Sep 2020 00:10Eurozone
The MPC surprised yesterday both with its bullish take on the economy's current health, and with the news that it will begin, in Q4, "structured engagement on the...
17th Sep 2020 18:00U.K.
The latest official data continue to understate the collapse in labour demand since Covid-19.
15th Sep 2020 18:10U.K.
GDP data for July, released on Friday, showed that the economic recovery following the Covid-19 lockdown still does not look V-shaped, even though virtually all restrictions on...
14th Sep 2020 00:10U.K.
The MPC likely will steer clear of providing strong signals on the outlook for monetary policy at next week's meeting.
10th Sep 2020 18:10U.K.
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