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21 May 2012 |
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Nervous Beijing closer to pull the monetary and fiscal trigger
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Book by former Bundesbank-memeber boosts discussion about German euro-exit - another break in the EMU wall
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Regional Philadelphia Fed survey shows abrupt and steep decline in sentiment
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Japanese economy bounces back strongly in Q1 after a disappointing Q4 – BoJ will boost QE
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16 May 2012 |
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US housing starts report shows strength as homebuilder sentiment jumps to the highest level since May 2007
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What happens if the EMU were to implode?
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British labour market report surprises positively - but outlook remains cloudy
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15 May 2012 |
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Slightly weaker US retail sales - but job openings at the highest level since 2008 will support spending
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German ZEW survey shows investors worry about sustainability of the German Goldilocks-scenario
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Italian economy falls deeper into recession – comprehensive labour market reform is needed
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French and German economy avoids recession as Merkel becomes a minority in the Euro-zone
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14 May 2012 |
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Euro-zone production contracts as EMU death struggle intensifies
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Indian inflation report provides no "justification" for more rate cuts – but it will not hinder more easing
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PBoC eases monetary policy – much more to come due to further deterioration in Europe
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11 May 2012 |
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US consumer confidence jumps to the highest since January 2008 as households may benefit from global weakness
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India and China on the edge of significant stimulus – but most developed countries are "ships without sails"
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Take profit on short Australian dollar strategy
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Weak Chinese monetary aggregates – a cause for concern!
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Indian production plummets in March – emerging market easing to accelerate?
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Chinese inflation declines and production looses momentum as manufacturers are under siege
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10 May 2012 |
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Italian production surprises positively in March – but down-trend will continue
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Australian unemployment rate falls to the lowest level since May 2011 only a week after RBA cut rates by 50 basis points
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Japanese business surveys continue to outline upbeat outlook – Economy Watcher future-conditions index increases to the highest level since June 2007
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Chinese trade report pictures slowing economy – CIC stops buying European government debt
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8 May 2012 |
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US small business sentiment reverses last month’s disappointment – the capital-expenditure-plans index jumps
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German industrial output jumps – "one man’s loss is another man’s gain"
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Australia’s trade deficit inflates again in March as policymakers fail to make efficient use of multiple tailwinds
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7 May 2012 |
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German manufacturing orders boosted by overseas demand - Euro-zone orders close to a record low
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Spanish industrial output takes another beating in March to the lowest level since 1996
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Hollande backpedalling will be short-lived – new parliament will remind him about election promises
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US economic recovery yields anemic employment growth – but the US dollar is safe-haven amidst a re-escalating Euro-zone crisis
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3 May 2012 |
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US service ISM index declines more sharply than expected – price index plunges to the lowest level since July 2009
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Brazilian downturn continues providing more room to cut interest rates
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Soaring Turkish inflation will force the central bank to tighten
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2 May 2012 |
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US ADP report disappoints – in sharp contrast to other employment indicators
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German unemployment increases in April but “simmering” Euro-zone crisis will provide more fuel to exporters
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Italian unemployment jumps to the highest level since 2004 – more negative news in the pipeline (updated)
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US labour market report preview – the probability of a positive surprise is increasing
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1 May 2012 |
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Encouraging US manufacturing ISM survey – re-enter long US dollar against the yen
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The Indian economy is headed for trouble
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RBA cuts policy rates by 50 basis points adding more downward pressure on the Aussie dollar
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Chinese official PMI index increases – political aftermath from Bo Xilai scandal is far from over
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30 April 2012 |
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The Spanish economy is officially back in recession - more contraction seen in the coming quarters
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Volatile German retail sales report indicates relatively strong private consumption in Q1 but…..
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27 April 2012 |
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US Q1 GDP growth disappoints – headline number would have been lower without higher inventories
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Benign monetary environment mitigates Swiss downturn – and boosts property prices
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Spanish unemployment jumps to the highest level since 1994 – pace of deterioration gains momentum
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German consumer confidence remains healthy but………
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Weak Japanese industrial output report as BoJ says it will boost asset purchases
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26 April 2012 |
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Website is now up running again!
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