Archive for November 2014

Different Directions!

Summary Global Economy: The Great dichotomy. Eurozone governments need rate cuts QE argument for Europe v strong. United Kingdom: Real wage growth emerges Eurozone: Industrial production slumps ‘ ‘ Good morning, One of the key themes of the coming months… Read More ›

The art of timing

Summary Where next for the Fed? United States: Domestic strengths carry growth United States: It’s all about the jobs Eurozone: Poor Italian industrial production ‘ Good morning, So far, there are no visible effects from the weakness in global demand… Read More ›

No growing pains

Summary China growth concerns played down United States: Unemployment rate falls again! Eurozone: Little signs of any pickup in data ‘ ‘ Good morning, Chinese President Xi Jinping has told global business leaders at the Asia Pacific Economic Cooperation (APEC)… Read More ›

Europe’s next move

Summary Draghi under pressure United States: Better ADP employment data United Kingdom: Business confidence slows in October Eurozone: Improvement in Italian business confidence ‘ ‘ ‘ Good morning, The ECB probably won’t announce new policy easing measures at today’s Governing… Read More ›

Whispers of Mutiny

Summary Dissension in the ranks United States: Trade Balances worsens in September Australia: Revisions higher to unemployment ‘ ‘ ‘ Good morning, According to ECB sources, National central bankers across the euro area plan to challenge European Central Bank chief,… Read More ›

Running on Fumes

Summary Eurozone: German engine coming to a halt? United States: Manufacturing sentiment at cycle highs United Kingdom: Manufacturing sentiment improves Eurozone: Final PMI data a little below expectations ‘ Good morning, The European Commission slashed its growth and inflation forecasts… Read More ›

Balancing Act

Summary S&P 500 returns to highs Data Dependency is key United States: Mixed data to end the week China: Manufacturing sentiment slows in October The week ahead: All about the US data ‘ Good morning, By now, the more hawkish… Read More ›

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