Best viewed on a device with a bigger screen...
From all the PBoC's vast toolbox, the most important thing right now is the clues to be gleaned over intentions on rates from open market operations.
23rd Jul 2021 00:00China+
From an immunological perspective, variant risk is assessed on a spectrum--no variant is either completely resistant or susceptible to the vaccines--but for markets it is...
29th Jun 2021 00:20Eurozone
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
The Bank made a surprise announcement at its meeting last week.
21st Jun 2021 00:10China+
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
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
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
China's PMIs strongly suggest that supply-side bottlenecks, if anything, are worsening.
2nd Jun 2021 00:00China+
China's official manufacturing PMI was little changed at 51.0 in May, after April's 51.1, with the index remaining oblivious to U.S. stimulus efforts and in recent months.
1st Jun 2021 00:10China+
Manufacturing PMIs Could Edge Higher this Month
28th May 2021 00:00China+
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+
Exports are Softening, but a More Serious Correction is in the Cards
10th May 2021 00:10China+
The Trade Surplus Likely Began a Downshift in April
5th May 2021 00:00China+
Fiscal Stimulus in the EZ is no Match for the Splurge in the U.S.
21st Apr 2021 00:10Eurozone
Covid-19 Hasn't Ended the Euro Glut; It Might Even have Boosted It
23rd Mar 2021 00:20Eurozone
1 Mar 2021 The ECB is Getting Worried About Rising Yields; PEPP to Accelerate?
1st Mar 2021 00:20Eurozone
Normally, we wouldn't pin our story on the fact that the PMIs are signalling a risk of outright contraction in the economy, but on this occasion we think the surveys are on...
5th Nov 2020 00:10Eurozone
Japan and Korea dealt with their second waves of Covid-19 in the third quarter in completely different ways.
27th Oct 2020 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