China’s April manufacturing PMIs clearly hit by US-China trade war. Official non-manufacturing PMI and composite PMI also came down. Concrete signs of export shock make…
Following sharp escalation of US-China trade war in April, a direct export shock to the US is imminent. Exemptions for electronics, trade circumvention/reorientation and more…
One of the primary objectives of the Trump administration’s (trade) policies is to become less dependent on China, but policy implementation is poorly aligned with…
High uncertainty continues to impact the eurozone economic recovery. The recovery is halted by tariffs in the near term; fiscal policy raises growth outlook in…
The eurozone composite PMI for March moved further into expansionary territory at 50.4 up from 50.2 in February. In the final month of Q1 eurozone…