FX Nugget: Can the PBoC defy gravity? 7.30 watch
Our new “Nugget” concept is designed to deliver the very best charts and visualizations of key macro topics in a very palatable way. One nugget,...
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Ifo Watch – Is Germany rebounding against all odds?
The nationwide figure was released today at 14.00 CET, and despite headline CPI surprising a tad dovish compared to consensus of 0.2% MoM, we had...
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China Recovery - Industrial
This Note is the third in a series on China's econChina'scovery; we update key charts and add charts relevant to the Industrial sector.
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Chinese Data Continues to Improve Incrementally
Chinese consumer confidence rising as Qingming holiday spending surpasses 2019 levels, and increased mortgage demand seen due to housing measures...
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China Is Adding to World Liquidity, But At A Cost…
Chinese policy makers have recently been constrained by the weak Yuan. Liquidity is now being re-injected aggressively. More liquidity boosts...
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