India monsoon tracker: Rainfall improves at the margin
Jul 24, 2015 00:56 am UTC| Commentary
Barclays notes:The south-west monsoon rains improved after a poor run of three weeks. Cumulative rainfall between 1 June and 23 July was 7% below normal, improving marginally from the 8% shortfall last week. However, the...
Mexican manufacturing growth expected to improve in H2, but uncertainty has risen lately
Jul 24, 2015 00:29 am UTC| Commentary
Societe Generale notes:We remain hopeful of a bounce back in H2 and are still somewhat hopeful of decent Q2 growth also given the strength of the domestic consumption demand (as seen in retail sales numbers) so far this...
Euro area rates: Weekly Review
Jul 23, 2015 23:49 pm UTC| Commentary
Barclays notes:Headline risks in Europe have decreased with Greece falling gradually off the radar for now. However, we believe the current macro and supply/demand outlook remains supportive of duration. Therefore, we...
Jul 23, 2015 23:40 pm UTC| Commentary
Barclays notes:We believe the Fed is unlikely to make material changes to the outlook and do not expect it to signal a September hike at the upcoming meeting. Against the backdrop of a strengthening USD and falling...
Greece and China leaving room for Fed hikes
Jul 23, 2015 23:14 pm UTC| Commentary
BofA Merrill Lynch notes:Investor attention is likely to focus squarely on the start of Fed hikes now Greece and China tail risks have been temporarily curtailed. Had both tail risk scenarios unfolded and increased market...
July US employment report: Another month of solid payroll gains
Jul 23, 2015 22:50 pm UTC| Commentary
Barclays notes:For the July employment report, which is scheduled for release on August 7, we expect nonfarm payrolls to rise by 250k, private payrolls to rise by 245k, and for government payrolls to rise by 5k. Factors...
Tight monetary policy and reform efforts contributed to China’s growth slowdown
Jul 23, 2015 22:30 pm UTC| Commentary
Chinese authorities are cognizant of the debt problem, and in response, monetary policy had been kept relatively tight. Although much of the world was easing policy, China kept interest rates unchanged until November 2014....
Johannesburg in a time of darkness: Ivan Vladislavić’s new memoir reminds us of the city’s fragility
Economist Chris Richardson on an ‘ugly’ inflation result and the coming budget
Biden administration tells employers to stop shackling workers with ‘noncompete agreements’
Labour can afford to be far more ambitious with its economic policies – voters are on board
IceCube researchers detect a rare type of energetic neutrino sent from powerful astronomical objects