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24. February 2017
US new home sales report shows no signs yet of 'long-term household optimism'
Brazil - Steep increase in unemployment rate and inflation falling make leeway for deeper rate cuts
Italy - Higher business sentiment will not change weak H2 growth outlook as global headwind gains momentum
Trump administration betting on 'dynamic effects' is playing with fire; soaring mandatory spending will make budget cuts highly needed
23. February 2017
Germany - Higher consumer prices hit income expectations; inflation and Greece could turn into hot issues before Bundestag election
China - Home price inflation moderates - but Beijing risks creating the next upward leg in prices
French business sentiment stays at elevated level; significant headwind is building as 'experts' yet again ignore political risks
22. February 2017
Upbeat US existing home sales report; home prices up 7.1% year-on-year
British Q4 GDP report revised up as low-quality-growth supports the economy; the foundation for stronger household spending is eroding
German industrial IFO index bounces back in February, but retailer and service index fell
21. February 2017
South Korean exports jump at the fastest pace since January 2011; strong Asian demand will keep upward pressure on commodity prices
20. February 2017
Britain - CBI industrial output expectations jump to the highest level since 1995; but BoE stays put
Germany - Prices at the factory gates jump at the fastest pace since 2012; Merkel reacts to weak euro as inflation turns into election topic
17. February 2017
UK retail sales take a beating after strong performance since Brexit decision; risk of yet another round of real purchasing power erosion
Japan: Reuters Tankan survey boosted by strong demand for steel and metals
By Invitation: China and Trump - Competition about 'greatness'
16. February 2017
US Philadelphia Fed index skyrockets to the highest level since 1984
Australia - Labour market remains strong as business sentiment improves markedly
15. February 2017
USA - Utility output dents industrial production but outlook is very strong
USA - March rate hike seems highly likely after strong retail sales report and much higher inflation
Euro-zone trade surplus with the United States hits an all-time high, as exports double
President Trump's wings have been clipped but the GOP still shares his political agenda
British unemployment plunges in January as labour market becomes tighter
14. February 2017
US PPI report - Inflation is headed higher with or without Janet Yellen
China - Shadow lending soars ahead of New Year; PBoC remains on slow path of tightening but inflation poses risk of faster tightening
German ZEW survey heralds strong short-term but slowing long-term growth; opinion polls boost the probability of left-wing government
US small business sentiment stays at an elevated level even though President Trump is losing one battle after another; labour market tightens
Inflation gains momentum as China turns into an exporter of inflation
13. February 2017
Germany - Imported inflation on the rise - ECB policy hike in Q3 makes sense
Japan - PM Abe avoids humiliation by kowtowing to President Trump
10. February 2017
Britain - Manufacturing output soars at the fastest pace since January 2011; outlook is very strong, according to CBI
Italy - Industrial production soars in December; production expectations index jumps in January
China - Exports and imports soar in January; Donald Trump 'abandons Taiwan' and confirms 'One China' policy
9. February 2017
Germany - Export outlook remains strong in spite of weak December trade report as 'currency manipulator' threat gains momentum
Japan - Machinery orders bounce back; but polished apple will not be enough to please Trump on Friday
8. February 2017
Brazil - Yet another decline in inflation boosts probability of cut in policy rates; China gains influence in Brazil and the rest of South America
Spain - Weak industrial output report but economy remains on track; political uncertainty in core-EU countries poses risk
Japan - Economy Watcher Survey continues to show steady growth; PM Abe to curry favour with President Trump on Friday (updated)
7. February 2017
US trade report - Exports increase in spite of stronger dollar; fiscal stimulus plan will boost trade deficit due to net-savings-deficit
Germany - Steep decline in manufacturing output does not change upbeat outlook for the first half of 2017
China - Foreign exchange reserves fall below the US$3 trillion thresholds; more monetary tightening needed to keep the CFETS index stable
Japan - Leading indicators herald acceleration in manufacturing activity highly linked to weak yen
6. February 2017
Mexico - Consumer confidence plummets, as Trumponomics hits the economy
Soaring support to new SPD leadership could turn the election into a nightmare for Chancellor Merkel
Germany - Big-items boost industrial orders; foreign demand outlook is improving
3. February 2017
US service sentiment index remains at an elevated level; but employment and inflation pressure are on the rise
US employment jumps as employers front-load hiring; wage pressure to accelerate
The US employment report - The impact of Trumponomics and jobs moving back home
Turkey - Inflation jumps in January as Erdogan makes yet another mistake
2. February 2017
USA - Too low productivity growth will make the labour market excessively tight in 2017
Euro-zone producer price inflation jumps; significant price pressure in the pipeline and politics could force the ECB to act faster
Japan - Consumer confidence remains elevated as  yen weakness has not yet boosted inflation; apple-polishing will not prevent Trump attack
1. February 2017
USA - Strong increase in ISM manufacturing index; price index jumps to highest level since 2011 - Faster Federal Reserve tightening on the agenda
Very strong ADP employment report adds pressure on the Federal Reserve - Do not underestimate popular support for Trump measures
Sweden - PMI index hits the highest level since 2010; price expectations are soaring
China - PMI index shows steady growth as Beijing prepares for serious confrontation with Washington
31. January 2017
US consumer confidence stays at elevated level as households have not yet seen the downside of Trumponomics
The Trump radar turns officially towards Berlin as Navarro accuses Germany of being a currency manipulator
Strong Euro-zone growth in Q4; inflation jumps as ECB is losing control with monetary policy
France - Q4 GDP report fails to reflect buoyant business sentiment as companies boost productivity
Japan - Strong industrial output as Trump fuels growth expectations; but Trump is a false dawn
30. January 2017
Spain - Economy grew strongly in Q4 - no signs yet of slower growth; but inflation expectations jumped in January
EU survey shows improvement in sentiment; household inflation expectations are skyrocketing
27. January 2017
USA - Significant inventory build-up boosts Q4 growth as threat of import tax may have boosted imports
Italy - Improvement in business sentiment in January; but headwind gains momentum
France - Consumer confidence improves; but inflation expectations soar
French election - The change in the political landscape means that Marine Le Pen victory can no longer be ruled out
26. January 2017
US new home sales plunge in the last month of 2016; mortgage yields are on the rise
Strong British Q4 growth and forward-looking surveys boost probability of several policy hikes in 2017
South Korea - Overseas demand boosts business sentiment as government considers to launch new fiscal stimulus measures
Germany - GfK consumer sentiment index increases to highest level since 2001; labour shortage puts a lid on growth
25. January 2017
UK CBI survey - 'Manufacturers are firing on all cylinders'; unit costs are on the rise
Australia turns towards China as Trump is doing irreparable damage to relations with 'former' allies
German IFO survey shows weakness as companies are becoming nervous about the next step of President Trump
Japan - Steep decline in oil imports and weak yen boost trade surplus; 'huge' automobile export to the United States poses potential risk
24. January 2017
USA - Weak existing home sales report; but buoyant corporate sentiment will create clash between Trump and the Federal Reserve
Britain - Fiscal deficit declines to lowest level since 2007; Supreme Court verdict strips Scotland from any influence on Brexit
Trump agenda making sense for European voters spells trouble for upcoming national elections
23. January 2017
China - Fiscal deficit increases to 4% of GDP as discussion about one-time devaluation gains momentum
The Trump Doctrine - America First
20. January 2017
A short note on the possibility of fiscal disappointment in Washington
China - GDP growth slows; but transformation from overseas to domestic demand continues - report is also reflection of increasing inflation
Japan - Improving sentiment in Reuters Tankan survey is boosted by Trump victory
19. January 2017
US Philadelphia Fed survey gains further momentum; price index is rocketing
Euro-zone current account surplus hits new record high; soaring EU trade surplus with USA will draw attention of Trump administration
TIC data show steep decline in Chinese holding of US government bonds just as the Federal Reserve turns more hawkish
18. January 2017
Utilities boost US industrial production; outlook remains very strong but the financial market is having second thoughts about stimulus plan
Tight British labour market boosts wages; Theresa May speech underscores deteriorating political climate in Europe
China - Tightening measures put a lid on home prices
17. January 2017
Stable US Empire State index; but capex index soars
German ZEW sentiment gains based on ultra-loose monetary policy and misconception about the impact of Donald Trump
Britain - Higher inflation will force the BoE to tighten as London prepares for Hard Brexit
16. January 2017
Paris and Berlin force Theresa May to opt for Hard-Brexit - but Trump in Washington could make this option less painful
13. January 2017
US UoM consumer sentiment stabilises at an elevated level; diplomatic skills are now needed to pass fiscal stimulus measures
US retail sales report shows moderate growth in Q4; but Trump-driven boost to business and consumer sentiment will help growth in H1
Germany - Broad-based increase in wholesale prices could spillover into consumer prices
China - Exporters see headwind from overvalued currency; global protectionism to become the strongest headwind in 2017
Realpolitik turns against Erdogan - Turkey could be headed towards hyper-inflation
12. January 2017
Euro-zone industrial output jumps in November; even Italy sees stronger manufacturing expansion
China - Credit expansion shows moderate growth as Beijing awaits the first steps of the new Trump administration