118 items tagged "china":
PM Datanote: US Weekly Jobless Claims, June 7
More to the uptick in claims than residual seasonality.
PM Datanote: US NAHB Housing Market Index, June
Demand still falling amid high mortgage rates and elevated uncertainty.
PM Datanote: US FOMC Minutes, June 18 Meeting
Committee is more clearly split; weaker labor market to tip the balance by September.
PM Datanote: US NFIB Small Business Optimism Survey, June
Plunging response rate raises big questions about reliability.
EM Asia Datanote: WPI, India, June
In one line: Modest, on-and-off deflation looks set to be the theme for H2.
PM Datanote: US Housing Starts, June
The underlying trend in residential construction is flat and likely to turn lower.
EM Asia Datanote: Core Industries, India, June
In one line: A skin-deep reprieve, if at all, from waning underlying momentum.
UK Datanote: UK Public Finances, June 2025
In one line: Autumn tax hikes are likely and will probably be backloaded.
PM Datanote: US Personal Incomes & Spending, June 2025
Core inflation set to climb further as spending barely grows.
PM Datanote: US NFIB Small Business Optimism Survey, May
Sentiment up from the April lows, but small businesses remain under pressure.
EM Asia Datanote: WPI, India, May
In one line: No material change--yet--to the outlook for continued fuel & power deflation.
UK Datanote: UK Public Finances, May 2025
In one line: Public finances deteriorate in May, tax-hike speculation to mount over the summer.
EZ Datanote: Advance Inflation/Consumer Spending, France, June/May 2025
In one line: A slight rebound in inflation and consumers' spending on course for a better Q2 than Q1
EZ Datanote: Inflation, Switzerland, June 2025
In one line: Back above zero, but unlikely to stay there for long.
Global Datanote: Inflation, Switzerland, June 2025
In one line: Back above zero, but unlikely to stay there for long.
EZ Datanote: Final Inflation, Germany, June 2025
In one line: At target, and risks tilted to the downside over the summer.
Global Datanote: Inflation, Switzerland, September 2025
In one line: At 0.2% for third straight month.
EM Asia Datanote: GDP, India, Q1
In one line: Boosted by investment, which can't be relied upon post-"Liberation Day".
EZ Datanote: Advance GDP, Italy & Germany, Q2 2025
In one line: German and Italian GDP both fall by 0.1% q/q; available data now point to 0.1% increase in EZ GDP.
EZ Datanote: Advance GDP/ESI, EZ, Q2 2025/July 2025
In one line: EZ GDP growth slows from tariff front-running boost in Q1.
Global Datanote: Advance GDP, US, Q2 2025
In one line: Underlying growth has slowed sharply since late 2024.
EZ Datanote: INSEE Business Confidence, France, August 2025
In one line: Still pointing to downside risks.
EM Asia Datanote: GDP, India, Q2
In one line: Flattered hugely by discrepancies, but some reassuring details nonetheless.
EZ Datanote: EC Sentiment, Eurozone, September 2025
In one line: Decent headline, dovish selling price expectations.
EZ Datanote: INSEE Business Confidence, France, October 2025
In one line: Punchy headline, but details remain flaky.
EZ Datanote: GfK Consumer Confidence, Germany, November
In one line: Stung by volatility income expectations, again.
EZ Datanote: ISTAT Business Confidence & ECB CES, Oct/Sep 2025
In one line: Italian GDP growth will pick up in Q4; Inflation expectations stabilising at a high level.
EZ Datanote: ISTAT Business Confidence, Italy, September 2025
In one line: Consistent with a rebound in GDP in Q3.
China+ Webinar September 2022: Caught In The Jaws Of A Liquidity Trap...Can China Prise The Jaws Open?
China+ Webinar with Craig Botham
China+ Webinar December 2023: What's China's Policy Priority for 2024?
What's China's Policy Priority for 2024?
China+ Webinar June 2023 - What will China do about its Spluttering Economy?
How Much Further Does The MPC Need To Go To Suppress Inflation?
China+ Webinar March 2023: China Is Prioritising Domestic Expansion As It Reopens...But How Much Policy Support Is Coming Out Of The NPC
China Is Prioritising Domestic Expansion As It Reopens...But How Much Policy Support Is Coming Out Of The NPC
China+ Webinar March 2024: Course Correction or More of the Same?
China's Two Sessions - Course Correction or More of the Same?
China+ Webinar May 2024: China's New Round of Property Easing
China's New Round of Property Easing - Turning Point or Staging Point?
China+ Webinar September 2023 - Are China's New Property Measures Enough?
Are China's New Property Measures Enough?
PM Datanote: US Productivity, Q2 2025
Flattered by GDP distortions in Q2, but the underlying trend still is solid.
PM Datanote: BCCh Rate Decision, Chile, 2025
In one line: BCCh holds fire, flags sticky core inflation and need for more data before resuming cuts.
EM Asia Datanote: Bank of Thailand Decision, October 2025
In one line: Expect this to be a temporary pause from the new Governor and Co.
Global Datanote: Bank of Thailand Decision, October 2025
In one line: Expect this to be a temporary pause from the new Governor and Co.
EM Asia Datanote: Bangko Sentral ng Pilipinas Decision, October 2025
In one line: Surprise, surprise... we weren't at the "sweet spot" after all.
Global Datanote: Bangko Sentral ng Pilipinas Decision, October 2025
In one line: Surprise, surprise... we weren't at the "sweet spot" after all.
PM Datanote: US Michigan Sentiment Survey, October 2025
Shutdown hit limited for now, but strong headwinds remain.
EM Asia Datanote: Bank Indonesia Decision, October 2025
In one line: Another month, another surprise... this time for a pause, as the Board adopts wait-and-see.
Global Datanote: Bank Indonesia Decision, October 2025
In one line: Another month, another surprise... this time for a pause, as the Board adopts wait-and-see.
UK Datanote: UK GfK Consumers' Confidence Survey, October 2025
In one line: Consumers are resilient in the face of tax hike rumours.
PM Datanote: Inflation IPCA-15, Brazil, October, 2025
In one line: Disinflation anchored by a stronger BRL.
PM Datanote: BCCh Rate Decision, Chile, October, 2025
In one line: On hold, waiting for clearer disinflation.
Global Datanote: BCCh Rate Decision, Chile, October, 2025
In one line: On hold, waiting for clearer disinflation.
US Webinar February 2025 - Disinflation at a Crossroads
Will Rising Goods Prices Reignite Overall Inflation?
EZ Webinar 19 March 2025 - Europe's Fiscal Bazooka is Locked and Loaded; Will it Misfire?
EZ Webinar 19 March 2025
Global Webinar April 2025: What of the World After U.S. "Liberation Day?"
What of the World After Us "Liberation Day?"
EZ Webinar 14 May 2025: A Crash Course in Low Visibility Forecasting in the Eurozone
Eurozone Webinar 14th May 2025
UK Webinar April 2025 - Stagflationary Shock Means Gradual Rate Cuts..
...We Expect Three 25BP Rate Reductions This Year
EZ Webinar 17th June 2025: How Close are the SNB and ECB to the Finishing Line?
Eurozone Webinar 17th June 2025
EZ Webinar July 2025: It's Shaping up to be a Great Summer for ECB Doves
Eurozone Webinar 22nd July 2025
US Webinar September 2025: Is the Consumer Slowdown Already Over?
Real Income Outlook Implies Recent Pick-Up is a False Dawn
EZ Webinar September 2025: The ECB's Easing Cycle is Over; What Happens Next?
Eurozone Webinar September 2025
UK Webinar October 2025: Can the Budget Bring Back Rate Cuts?
...One More Cut in February, but Inflation is Still Sticky
U.S. Webinar October 2025: How to Take the Economy's Pulse Without Official Data
Only Labour Market Indicators are Worth your Attention
EZ Webinar October 2025:Eurozone Growth to Stay Tepid in H2-25, but Sticky Inflation to Keep the ECB on Hold
Eurozone Webinar October 2025
Eurozone Webinar May 2022: How Will EZ Policymakers Respond To Stagflation?
Eurozone Webinar by Claus Vistesen and Melanie Debono
Eurozone Webinar September 2022: High Inflation Is Forcing The ECB Into Shock And Shock And Awe; When Is The Pivot?
Eurozone Webinar with Claus Vistesen
U.K. Webinar June 2022: How Much Longer Before The MPC Calls Time On Consecutive Rate Hikes?
U.K. Webinar with Samuel Tombs
U.K. Webinar September 2022: How Much Further Will The MPC Hike Bank Rate?
U.K. Webinar with Samuel Tombs
U.S. Webinar May 2022: Inflation Has Peaked....But How Quickly Will It Fall?
U.S. Webinar with Ian Shepherdson
U.S. Webinar September 2022: Once Bitten, Twice Shy: What Will Trigger The Fed Pivot, And When?
U.S. Webinar with Ian Shepherdson
Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023
Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023
China+ Webinar March 2022: The Best Laid Schemes O'Mice An' Men...What Next For China And The World After The NPC?
China+. Webinar by Craig Botham
Eurozone Webinar January 2022: Omicron Is Milder Than Delta...But It Will Still Weigh On Growth In Q1
Global Webinar by Ian Shepherdson, Craig Botham, Miguel Chanco, Andres Abadia, Claus Vistesen, and Samuel Tombs.
Eurozone Webinar July 2023: What is the ECB's reaction functions?
What is the ECB's reaction functions?
Eurozone Webinar March 2023: The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?
The ECB Is Still Focused On Rising Core Inflation; Is It Making A Policy Error?
EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?
What is the Link Between EZ Wage Growth & Inflation?
EZ Webinar December 2023: When Will the ECB's Message Shift?
EZ Webinar December 2023: When Will the ECB's Message Shift?
EZ Webinar February 2024: Will the SNB Beat the ECB to it on Rate Cuts?
Switzerland Focus: Will the SNB Beat the ECB to it on Rate Cuts?
Global Webinar January 2023: The Global Economy in 2023 - More Turbulence Ahead, but Inflation will Calm
Global Webinar January 2023: The Global Economy in 2023 - More Turbulence Ahead, but Inflation will Calm
Global Webinar November 2023: Who Will Be Easing Next Year, And By How Much?
Global Webinar November 2023: Who Will Be Easing Next Year, And By How Much?
PM Eurozone Webinar July 2023: Will Italy and Spain Continue To Outperform?
Will Italy and Spain Continue to Outperform?
U.K. Webinar February 2022: Will The MPC Have To Engineer A Recession To Get Inflation To The Target?
U.K. Webinar by Samuel Tombs
U.K. Webinar June 2023: How Much Further Does The MPC Need To Go To Suppress Inflation?
How Much Further Does The MPC Need To Go To Suppress Inflation?
U.K. Webinar March 2023: Does The MPC Still Need To Trigger A Recession To Get CPI Inflation Sustainably Back To Target?
Does The MPC Still Need To Trigger A Recession To Get CPI Inflation Sustainably Back To Target?
U.S. Webinar April 2023: Recession Incoming...The Labour Market Is Set To Weaken
Recession Incoming...The Labour Market Is Set To Weaken
U.S. Webinar February 2022: Inflation Is Headed Back To Target In H1 2023..But The Fed Will Be Hiking For The Foreseeable Future
U.S. Webinar with Ian Shepherdson
U.S. Webinar February 2023: Broad Disinflation Pressure Is Building....Further Hikes Risk An Unnecessary Recession
U.S. Webinar February 2023: Broad Disinflation Pressure Is Building....Further Hikes Risk An Unnecessary Recession
U.S. Webinar July 2023: THE FED PROBABLY IS DONE... ...DISINFLATION MOMENTUM IS BUILDING
U.S. Webinar July 2023: THE FED PROBABLY IS DONE... ...DISINFLATION MOMENTUM IS BUILDING
U.S. Webinar June 2023: TWO MORE FED HIKES ARE NOT BAKED-IN...PAYROLL GROWTH AND CORE INFLATION ARE SET TO SLOW
TWO MORE FED HIKES ARE NOT BAKED-IN...PAYROLL GROWTH AND CORE INFLATION ARE SET TO SLOW
U.S. Webinar March 2023: This Is Not 2008, But The Crisis Is Deflationary....How Will The Fed Respond?
This Is Not 2008, But The Crisis Is Deflationary....How Will The Fed Respond?
U.S. Webinar May 2023: Recession Risk Is Mostly In The Business Sector...But Consumption Is Slowing Too
Recession Risk Is Mostly In The Business Sector...But Consumption Is Slowing Too
UK Webinar December 2023: How Agile Will the MPC be Next Year
UK Webinar December 2023: How Agile Will the MPC be Next Year
US Webinar December 2023: Disinflation is Overtaking the Fed's Forecasts...
Disinflation is Overtaking the Fed's Forecasts...
US Webinar February 2024: Inflation Data Say the Fed Should Ease Now...
Inflation Data Say the Fed Should Ease Now...
US Webinar June 2024: Squeezed Business Credit
Squeezed Business Credit, Cashflow-Constrained Consumers: Bad for Growth, Good for (Dis)Inflation
US Webinar March 2024: The Labor Market will be the Spring Game-Changer...
The Labor Market will be the Spring Game-Changer...What will Happen, and how will the Fed Respond?
US Webinar May 2024: The Labor Market is Starting to Weaken...
The Labor Market is Starting to Weaken...Will it Push the Fed into Action?
WHAT NOW FOR THE ECB AND INTEREST RATES IN THE EZ? PM EUROZONE WEBINAR, 19 SEPTEMBER 2023
WHAT NOW FOR THE ECB AND INTEREST RATES IN THE EZ?
