147 items tagged "china":
Global Datanote: Monetary policy meeting, Brazil, January, 2025
In one line: Another bold rate hike and a continued hawkish stance.
PM Datanote: Monetary policy meeting, Brazil, January, 2025
In one line: Another bold rate hike and a continued hawkish stance.
PM Datanote: US Weekly Jobless Claims, January 25
Continuing claims consistent with flat unemployment in January.
PM Datanote: BanRep Announcement, Colombia, January, 2025
In one line: On hold, as uncertainty has increased substantially.
Global Datanote: BanRep Announcement, Colombia, January, 2025
In one line: On hold, as uncertainty has increased substantially.
Global Datanote: Advance Inflation, Eurozone, January 2025
In one line: Hot, but all eyes on tariffs this morning.
UK Datanote: UK Car Registrations, January 2025
In one line: Private car registrations fall eases in January; the trend should improve in 2025.
PM Datanote: Inflation, Chile, January, 2025
In one line: Inflation spikes in January, driven by electricity tariffs.
Global Datanote: Inflation, Chile, January, 2025
In one line: Inflation spikes in January, driven by electricity tariffs.
Global Datanote: Inflation, Mexico, January, 2025
In one line: A good start to the year, supporting further policy normalisation.
PM Datanote: Inflation, Mexico, January, 2025
In one line: A good start to the year, supporting further policy normalisation.
PM Datanote: US NFIB Small Business Optimism Survey, January
Post-Trump euphoria already starting to fade.
PM Datanote: Inflation, Brazil, January, 2025
In one line: Modest January pressures offer little relief to a challenging inflation outlook.
Global Datanote: Inflation, Brazil, January, 2025
In one line: Modest January pressures offer little relief to a challenging inflation outlook.
PM Datanote: US Employment, January
Positive near-term revisions offset the subpar January print; a March easing is off the table.
Global Datanote: US Employment, January
In one line: Positive near-term revisions offset the subpar January print; a March easing is off the table
UK Datanote: UK RICS Residential Market Survey, January 2025
In one line: Looming end of stamp duty relief causes volatility, longer-term house price outlook still looks solid.
UK Datanote: Bank of England Decision Maker Panel, January 2025
In one line: Employment stagnates but disinflation is over.
PM Datanote: Final Inflation, France, January
In one line: Revisions in healthcare lifts CPI inflation from initial estimate.
PM Datanote: US Housing Starts, January
The underlying trend in residential construction is flat and likely to turn lower.
UK Datanote: UK Public Finances, January 2025
In one line: Fiscal pressures pile on the Chancellor as revenues undershoot in January; it will only get worse from here.
EM Asia Datanote: Core Industries, India, January
In one line: Offsetting base effects all over the place; momentum is solid, otherwise.
PM Datanote: US ADP Employment, January
Poor track record suggests ADP's resilient picture should be disregarded.
EZ Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
Global Datanote: Advance Inflation, Eurozone, April 2025 & Unemployment, Eurozone, March 2025
In one line: Inflation held steady, but declines are coming; we are adding a July ECB rate cut.
EZ Datanote: Advance GDP, EZ, Q4 2024; Unemployment, EZ, December 2024; ESI, EZ, January 2025
In one line: GDP growth slowed at end-2024 despite continued strength in the labour market. ESI points to better times ahead.
PM Datanote: Advance GDP, Mexico, Q4, 2025
In one line: A terrible end to the year, and downside risks have increased.
Global Datanote: Advance GDP, Mexico, Q4, 2025
In one line: A terrible end to the year, and downside risks have increased.
PM Datanote: US GDP, Q4
Tariff front-running prompts a surge in consumption; capex hit by Boeing strike.
PM Datanote: Sectoral activity, and Unemployment, Chile, December, 2025
In one line: A solid end to the year, explaining the cautious tone of the BCCh.
EM Asia Datanote: GDP, India, Q4
In one line: A trade- and consumption-driven bounce; the economy is still operating below potential.
PM Datanote: GDP, Chile, Q4, 2025
In one line: Ending 2024 on a strong note, but risks loom for 2025.
EZ Datanote: Advance GDP, EZ, Q1 2025
In one line: GDP growth pick up in Q1 will prove short-lived as trade uncertainty hits.
PM Datanote: Advance GDP, Mexico, Q1, 2025
In one line: Agricultural rebound masks broad-based weakness.
Global Datanote: Advance GDP, Mexico, Q1, 2025
In one line: Agricultural rebound masks broad-based weakness.
PM Datanote: US Advance GDP, Q1
Tariffs distort the numbers, but underlying growth was already slowing in Q1.
Global Datanote: Advance GDP, US, Q1, 2025
In one line: Tariffs distort the numbers, but underlying growth was already slowing in Q1.
EZ Datanote: GDP flash, Switzerland, Q1 2025
In one line: A strong first quarter for the Swiss economy.
EZ Datanote: ISTAT Confidence, Italy, May 2025
In one line: Still consistent with slight slowdown in growth in Q2.
EM Asia Datanote: GDP, India, Q1
In one line: Boosted by investment, which can't be relied upon post-"Liberation Day".
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?
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.
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.K. Webinar February 2022: Will The MPC Have To Engineer A Recession To Get Inflation To The Target?
U.K. Webinar by Samuel Tombs
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
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
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.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 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?
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?
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 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
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.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
PM Eurozone Webinar July 2023: Will Italy and Spain Continue To Outperform?
Will Italy and Spain Continue to Outperform?
Eurozone Webinar July 2023: What is the ECB's reaction functions?
What is the ECB's reaction functions?
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
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?
Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023
Brace for Chaos and Uncertainty...U.S. Webinar, 26 September, 2023
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?
UK Webinar December 2023: How Agile Will the MPC be Next Year
UK Webinar December 2023: How Agile Will the MPC be Next Year
EZ Webinar December 2023: When Will the ECB's Message Shift?
EZ Webinar December 2023: When Will the ECB's Message Shift?
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...
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?
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?
EZ Webinar April 2024: What is the Link Between EZ Wage Growth & Inflation?
What is the Link Between EZ Wage Growth & Inflation?
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?
US Webinar June 2024: Squeezed Business Credit
Squeezed Business Credit, Cashflow-Constrained Consumers: Bad for Growth, Good for (Dis)Inflation
EZ Webinar June 2024 - Rate Cuts and a Cyclical Upturn in the Eurozone
Rate Cuts and a Cyclical Upturn in the Eurozone
EZ Webinar September 2024 - Will Rising Inflation Prevent Further ECB Cuts Past September
Will Rising Inflation Prevent Further ECB cuts Past September
US Webinar September 2024 - The Powell Pivot is not Enough
Rates need to drop a long way to stop sub-2% inflation
UK Webinar October 2024: How Quickly Will the MPC Cut Bank Rate?
How Quickly Will the MPC Cut Bank Rate?
US Webinar October 2024 The Unemployment Rate has Further to Rise
The unemployment rate has further to rise.. Why the Fed's optimism is misplaced
EZ Webinar October 2024 - Trick or Treat from the ECB in December?
Trick or Treat from the ECB in December?
Global Webinar November 2024: The World in 2025
What has changed since the US election, and what has not?
US Webinar January 2025 - Is the Fed's easing cycle already over?
Is the Fed's easing cycle already over?
EZ Webinar January 2025 - The ECB's Policy Tightrope
The Outlook for Growth and Inflation as Rate Expectations Reset
EZ Webinar 20 February 2025 - How Will the Economy and ECB Operate Under the Tariff Sword of Damocles?
EZ Webinar 20 February 2025
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?"
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?
