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think
22 分钟
Eurozone PMI better than expected in January
The composite PMI increased from 49.6 to 50.2. Though better than expected, it still corresponds to a stagnant economy with a ...
think
41 分钟
Singapore’s central bank eases policy, signals potential for further easing in 2025
Singapore’s central bank eases policy, signals potential for further easing in 2025 Weaker growth and inflation have prompted ...
think
1 小时
Bank of Japan hikes interest rates by 25bp as markets focus on timing of next hike
As the rate cut was widely expected, markets are paying more attention to forward guidance and the latest outlook report ...
think
2 小时
Rates Spark: PMIs are unlikely to impact the next two ECB cuts
With the next two ECB cuts seen as done deals, consensus PMIs won’t move the needle Data has a chance to make a return as a ...
think
1 小时
FX Daily: BoJ hike and China tariff threat unwinding
This seems to feed into the growing sense that Trump is underdelivering on protectionism compared to pre-inauguration remarks ...
think
21 小时
France: political uncertainty will weigh on the economy
The French economy is expected to face significant challenges in 2025 due to ongoing political instability, more restrictive ...
think
21 小时
Europe’s running out of road
So 2025 really is a make-it-or-break-it moment for Europe. And not like in the old days of last-minute crisis summits. The ...
think
21 小时
Austria: bleak outlook amid political and economic crises
Most recently, the economy shrank by 0.1% quarter-on-quarter in the third quarter of 2024, revised downwards from an initial ...
think
22 小时
The path to avoid a more destructive US-China trade war is a narrow one
Exports to the US, on the other hand, accounted for 14.6% of China’s total exports in 2024; from a purely transactional ...
think
21 小时
Greece: another year of growth overperformance in sight
Greece should continue to outperform the eurozone average this year as it did in 2024. The economy is being driven by ...
think
22 小时
Federal Reserve set for an extended pause
The Fed has signalled it needs evidence of economic weakness and more subdued inflation prints to justify further policy ...
think
21 小时
Italy: Moderate growth in an uncertain environment
We see another year of moderate growth in Italy, driven by private consumption. Investments are likely to be more mixed, with ...
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