Research China: Trump’s Tariff Hammer to Hit Chinese Growth, Stocks and CNY Lower
In this short piece, we try to answer five questions on Trump’s tariff hike on […]
Tariff Sparks Risk Exodus; Euro Rises as Preferred Shelter
Risk-off sentiment swept across global financial markets today following the U.S. announcement of sweeping reciprocal […]
By Keeping Threat of Even Higher Tariff Rates Alive, We Enter a Prolonged Period of Uncertainty
Markets The US government published the groundwork of its new trade policy. The baseline is […]
Tariffs Hit
I won’t make this long or complicated. Trump’s tariff announcement was worse than expected. The […]
Stronger and Broader US Tariffs Than Expected
In focus today In the US, the ISM March Services Index is due for release […]
Tankan Survey Supports Further BoJ Hikes
In focus today In the US, both ISM March Manufacturing index and February JOLTs turnover […]
China Caixin manufacturing rises to 51.2, jobs and prices Lag
China’s Caixin PMI Manufacturing rose to 51.2 in March, up from 50.8 and marking a […]
A Week in the Name of Tariffs
In focus today In the euro area, focus turns to the German inflation data for […]
China’s official PMI manufacturing rises to 50.5, but labor market lags
China’s official PMI data for March offered modest optimism, with the manufacturing index rising from […]
Weekly Focus – Mixed Signals from PMIs Amid Tariff Announcements
The PMI reports showed contrasting trends between the US and the euro area in March. In […]
China’s Caixin PMI services rises to 51.9, but deflation and jobs remain concerns
China’s Caixin Services PMI ticked up to 51.9 in March from 51.4, while Composite PMI […]