116 items tagged "china":
November 2025- Emerging Asia Chartbook
THAI AND PHILIPPINE GROWTH SLOWEST SINCE COVIDTAIWAN IS STILL FLYING, BUT THE TURN IN GDP HAS COME
December 2025- Emerging Asia Chartbook
BI--RIGHTLY--ISN'T BUYING THE 'STRONG' Q2 GDP...TAIWAN'S EXPORT OUTPERFORMANCE HAS STAYING POWER
January 2026 Emerging Asia Chartbook
EM ASIA EXPORTERS END 2025 WITH A GDP BANG...WE RAISE OUR 2026 INDIA CPI FORECAST TO OVER 4%
February 2026 Emerging Asia Chartbook
THAI BALLOT AND HOT Q4 GDP NO SILVER BULLET...INDIA'S 2026/27 BUDGET KICKS THE CAN DOWN THE ROAD
February 2026 - Latin America Chartbook
LATAM ACTIVITY STABILISES AS POLICY PATHS DIVERGEDISINFLATION PROVES UNEVEN, WHILE POLITICAL RISK INTENSIFIES
March 2026 - Emerging Asia Chartbook
CPI FORECASTS UP ACROSS THE BOARD IN EM ASIA...BUT FROM LOW STARTING POINTS; ONLY SBV SET TO HIKE
March 2025 - Latin America Chartbook
IRAN-WAR SHOCK COMPLICATES LATAM EASING CYCLEOIL-DRIVEN INFLATION DELAYS POLICY NORMALISATION
EZ Datanote: Factory Orders, Germany, October 2025
In one line: Orders rise again, boosted by major orders.
EZ Datanote: GfK Consumer Confidence, Germany, February 2026
In one line: Solid details, but will it be sustained?
CHINA+ DATA WRAP 1 December 2025: China's domestic demand stalling
RatingDog PMI stung by waning domestic demand, despite buoyant overseas ordersKorean manufacturing index treading water
PM Datanote: US Productivity & Unit Labor Costs / Weekly Jobless Claims
Strong productivity growth is restraining unit labor costs.
9 April 2026 China+ Monitor Iran war hits China via trade channel, but with limited impact
Iran war hits China via trade channel, but with limited impact
14 April 2026 China+ Monitor China's credit data indicates areas of stronger activity
China's credit data indicates areas of stronger activity
16 April 2026 China+ Monitor China's trade surplus squeezed by tech-led import surge
China's trade surplus squeezed by tech-led import surge
17 April 2026 China+ Monitor All that glitters is not gold: China's flawed Q1 GDP print
All that glitters is not gold: China's flawed Q1 GDP print
21 April 2026 China+ Monitor China rates steady on NIM pressure; ample liquidity cushioning growth
China rates steady on NIM pressure; ample liquidity cushioning growth
28 April 2026 China+ Monitor Q1 industrial profits extend strong gains, led by high-tech and energy
Q1 industrial profits extend strong gains, led by high-tech and energy
29 April 2026 China+ Monitor Governor Ueda's attempt to 'thread the needle' leaves currency exposed
Governor Ueda's attempt to 'thread the needle' leaves currency exposed
1 May 2026 China+ Monitor China's April manufacturing PMIs hint at front-loading by exporters
China's April manufacturing PMIs hint at front-loading by exporters
EZ Datanote: ISTAT Business Confidence, Italy, March 2026
In one line: Households already rattled by energy shock; industry yet to report feeling jittery.
EZ Datanote: Advance Inflation, France, April 2026
In one line: Lifted by a further surge in energy inflation.
EZ Datanote: Construction, Eurozone, October 2025
In one line: EZ construction likely escaped recession in Q4.
EZ Datanote: Advance EC Consumer Confidence, Eurozone, December 2025
In one line: Little holiday cheer for EZ households at year-end.
EZ Datanote: Advance EC Consumer Confidence, Eurozone, January 2026
In one line: EZ consumers seem to be beating the January blues.
EZ Datanote: Advance EC Consumer Confidence, Eurozone, February 2026
In one line: EZ consumer sentiment up once again, but by only a bit this time.
EZ Datanote: Unemployment, Eurozone, January 2026
In one line: More hawkish data for EZ short-term bonds to digest.
EZ Datanote: Construction Output, Eurozone, February 2026
In one line: No signs of Germany's infrastructure spending spree before the energy shock.
EZ Datanote: ISTAT Business Confidence, Italy, December 2025
In one line: Consistent with a pick up in GDP growth in Q4.
Global Datanote: GDP Flash, Switzerland, Q4 2025
In one line: Better than we thought; growth will pick up in Q1.
EM Asia Datanote: GDP, India, Q4
In one line: New series paints a more stable picture of recent years; 'statistical discrepancies' no longer a bug-bear.
EZ Datanote: Advance GDP, Spain, Q1 2026
In one line: Beats expectations, but this strength won't last
EZ Datanote: Advance Q1 GDP, Italy, Q1 2026
In one line: The energy shock will hurt Italian growth more than other major EZ economies.
PM Datanote: US Advance GDP, Q1
Growth outside of the tech sector already was anemic ahead of the energy shock.
China+ Webinar December 2025: China's Path Ahead in 2026 and Beyond
-- Will it Revamp it's Growth Model?
China+ Webinar March 2026: China Priorities and Plans for the Year of the Horse
-- Takeaways from the two sessions
PM Datanote: President Boluarte impeached, Peru, Oct 2025
In one line: President Boluarte removed; uncertainty persists but economy remains resilient.
PM Datanote: Banxico Announcement, Mexico, May, 2026
In one line: Banxico cuts rates, likely ending the easing cycle.
Global Datanote: Banxico Announcement, Mexico, May, 2026
In one line: Banxico cuts rates, likely ending the easing cycle.
PM Datanote: US Michigan Consumer Survey, May 2026
The recent resilience in consumers' spending probably is on borrowed time.
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?
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
EZ Webinar 9th December 2025: Will the ECB and SNB Hold the Line as the FED and BOE Cut?
Eurozone Webinar December 2025
U.S. Webinar January 2026: Inflation at 2% by Year-End: A Scenario Markets Underestimate
U.S. Webinar January 2025
EZ Webinar January 2026: Dovish Inflation Data Set Up a Nervy Q1 for the ECB
Eurozone Webinar January 2026
EZ Webinar February 2026: What Would it Take for the ECB to Cut in H1?
Eurozone Webinar February 2026
U.S. Webinar February 2026: Has the Labor Market Already Turned a Corner?
Most Indicators Suggest it Hasn't
UK Webinar March 2026: How Long Will the MPC Have to Wait to Cut?
...The Rest of the Year if the Energy Futures are Sustained
U.S. Webinar April 2026: Will Consumers Buckle Under Higher Energy Prices?
Balance Sheets Can Be Flexed, But Spending Will Slow
EZ Webinar April 2026: A Slow-Motion Inflation Shock is Enough for the ECB to Hike in June
Eurozone Webinar April 2026
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?
