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22. January 2019
There will be no updates on January 24
USA: Existing home sales decline much faster than predicted. House price inflation declines again to the lowest level since 2012
Britain: The labour market remains tight. A second referendum would make the Bank of England significantly behind the curve
Dutch consumer confidence index falling sharply to the lowest level since 2015 spells trouble for the Euro-zone economy in 2019
South Korea: The details in the Q4 GDP report provide a gloomy outlook. The won is at risk!
21. January 2019
Japan: Reuters Tankan survey shows a steep decline in manufacturing sentiment, but the service sentiment index stays at an elevated level
Taiwanese export orders plunge in December - European demand plummets
China records the slowest growth rate since 2009 - Has the central bank made the first steps towards QE?
18. January 2019
USA: The political mess in Washington gains the upper hand in the University of Michigan consumer sentiment survey
USA: A sharp increase in manufacturing output was caused by a steep increase in motor vehicles and parts output
How to subscribe to Daily Macro podcasts on your tablet or smartphone
Japan: Falling inflation will benefit households' real purchasing power, but growth outlook remains weak as corporate spending declines
17. January 2019
USA: Philadelphia Fed survey shows a rebound in manufacturing sentiment, but the employment index falls
Britain: Real estate agents survey herald a steep decline in house prices in 2019
16. January 2019
Podcast: Interview with Professor Joergen Delman about China, Xi Jinping, the intrusion of the state in the private sector and other issues
Britain: Inflation declines in December but households' inflation expectations jump to the highest level since 1994 - A second referendum is highly likely
AUDIO-PODCAST
China: Newly-built house price increases in tier-1 cities boost the national house price index although this is not a reflection of the real situation
15. January 2019
USA: The Empire State manufacturing index plunges in January as the economy faces several man-made headwinds
Brazil: The election of Jair Bolsonaro boosting business and consumer sentiment gives rise to raise the growth forecast
China: Weak monetary statistics underscore why Beijing is expected to launch aggressive fiscal and monetary easing measures
Euro-zone trade surplus declines but hits a new record high with the United States - US ambassador threatens German companies with Nordstream2 sanctions
14. January 2019
Turkey moves deeper into recession - Industrial production falls sharply in November
Euro-zone: Industrial production drops at the fastest annual rate since November 2012 - The probability of Brussels-sponsored fiscal expansion is on the rise
China: Exports and imports fell sharply in December as the aftermath of front-loading export orders slowly emerges - Xi Jinping faces domestic criticism
11. January 2019
USA: A sharp decline in energy prices pulls headline inflation lower to the benefit of households real purchasing power but the liquidity situation will remain tight in 2019
Italy: A sharp decline in industrial output will intensify tensions with Brussels as Rome will soon need a scapegoat
Spain joins the bandwagon of falling industrial output; Vox turns into a significant domestic political player
10. January 2019
France: Industrial production takes a beating a day after the leading consumer confidence index plunged
China: A steep decline in producer prices is a reflection of a deteriorating growth environment
Euro-zone survey shows a sharp decline in business and consumer sentiment in December
7. January 2019
There will be no updates on January 8 and 9
A short note on the possibility of a trade compromise between Washington and Beijing
USA: ISM service index falls sharply in December making monetary policy a delicate balancing act after a strong employment report
Germany: Industrial orders decline at the fastest rate since July 2012
4. January 2019
A very strong US employment report keeps the Federal Reserve on track for more rate hikes in 2019
A short note on the PBoC's decision to cut the reserve requirement ratio by 100 basis points
China: Caixin service index improves but remains close to the lowest since 2009 - Beijing 'talks' about easing but more aggressive measures will soon be needed
3. January 2019
USA: The manufacturing ISM index plunges in December to the lowest level since November 2016 - The orders and production indexes take a significant beating
A robust but 'lagging' labour market will still play a significant role for the Federal Reserve
Turkey: A stronger lira reduces inflation, but it is too late to prevent recession ahead of local elections
A short note on a sharply higher yen
2. January 2019
A steep decline in the leading Swedish PMI index is a harbinger of significant weakness in Europe's manufacturing sector in H1-2019
The 'world sitting on a powder keg' - January 8-9, 2019
China: Manufacturing headline index drops into the contraction zone - the economy faces significant headwinds in H1
A few thoughts after a wild Christmas to New Year stock market session
21. December 2018
Insightview wish you a Merry Christmas and a Happy New Year
US durable goods orders statistics and forward-looking 'capex' indicators are not yet providing evidence of an upcoming recession, according to many investors
Euro-zone: A sharp decline in Dutch consumer confidence in December is a harbinger of a drop in the Euro-zone consumer confidence index
France: Manufacturing sentiment declines to the lowest level since November 2016; private consumption takes a beating
20. December 2018
USA: The underlying details in the Philadelphia Fed survey support Powell's monetary stance of more rate hikes in 2019 - but the survey was not a harbinger of recession, at least not yet
USA: The Federal Reserve ignoring President Trump will have global ramifications - The White House made policy-mistakes - not the central bank
19. December 2018
US existing home sales report surprises to the upside - but the uptrend in house prices is expected to weaken significantly in H1
Japan: The export sector could face severe headwinds in 2019 as geopolitics will play an even larger role than in 2018
18. December 2018
USA: Stronger-than-expected housing starts report, but the outlook is deteriorating, according to the NAHB survey
Germany: IFO survey is a harbinger of a significant growth slow-down in 2019 - the probability of EU-sponsored fiscal expansion is on the rise
Is China really 'punishing' Washington by selling US treasuries? No, Beijing has plenty of other 'defensive' reasons to reduce its holdings
17. December 2018
US Empire State index falls sharply - The White House's policy mistake cornered the Federal Reserve
China: Robust house price report disguises clouds on the horizon in 2019
14. December 2018
USA: Strong retail sales report keeps the Federal Reserve on track for a rate hike next week - and 'more rate hikes' in 2019
What is the agenda of President Xi Jinping? 'The opening and closing of Chinese politics'
China: Disappointing economic statistics will force Beijing to act more decisively - the yuan is at risk
13. December 2018
Brazil - President Bolsonaro needs strong links to the military when  he launches pension reform just a global growth slows
Chinese policy-makers could soon be forced to react more aggressively to prevent a sharp decline in growth
12. December 2018
Euro-zone: Weak industrial output caused by several factors - Fiscal stimulus measures ahead of EP elections could soon be on the agenda
A short note on yet another Tory leadership challenge in Britain
11. December 2018
USA: Higher core PPI inflation does not change the fact that headline inflation has peaked - Small business sentiment falls sharply
China: Still no signs of faster credit expansion in the latest monetary statistics - Car sales contract
Britain: Wages increasing at the fastest rate since 2008 make the task of the BoE much harder
Turkey records a current account surplus in October as the economy contracts and imports plunge
10. December 2018
China: 'Frontloading' in 2018 will come back with a vengeance in 2019 - QE by late 2019 remains part of the storyboard
7. December 2018
A 'benign' US labour market report will not prevent the Fed from raising rates in December, but a more dovish central bank statement will provide a better level to sell the stock market
The Euro-zone is 'supposed to' be in a good growth position - but the political risk will play a much larger role in 2019 - Fiscal expansion in H2?
China: Foreign exchange reserves report and PBoC balance sheet show that Beijing finally tries to halt the decline of the yuan after having sponsored the opposite outcome
Germany: Industrial production disappoints again on the 'CDU decision day' - Both leading candidates could prove highly divisive
6. December 2018
USA: Strong ISM service survey does not make the task of the Federal Reserve any easier
USA: The trade deficit with China hits a new all-time high
The Chart Storyboard 2019 - An 'early release' of the charts
Japan: Manufacturing and service sentiment is holding up surprisingly well, according to the Reuters Tankan survey - This contradicts still the 'Diffusion Index' predicting sharp economic contraction
The trade war: Suspiciousness is on the rise as the world now has two superpowers - Dramatic escalation as the daughter of Huawei founder is arrested
The trade war: Suspiciousness is on the rise as the world now has two superpowers - Dramatic escalation as the daughter of Huawei founder is arrested
5. December 2018
USA: The yield curve matters, after all!
Strong Swedish PMI surveys could give rise to second thoughts when it comes to getting 'too negative' on Europe
China: Caixin service index bounces back sharply in November but after a weak October survey - 'Time' is not on President Trump's side; Beijing has plenty of time
4. December 2018
Spain: Strong labour market and economic outlook, but the political centre shrinking rapidly spells trouble, as the far-right gains strongly in regional elections
3. December 2018
USA: A strong manufacturing ISM survey provides no reason for the Federal Reserve to delay the monetary tightening process
Turkey: Inflation falls sharply; President Erdogan has much to thank the central bank for
China: Beijing's stimulus efforts are not visible in the Caixin and the NBS PMI surveys - Contradictory policy goals hit steel prices
Trade war: The 'temporary truce' only delays a full-blown trade war; US opioid crisis is also part of the deal in 'a strange inversion of history‌'
29. November 2018
There will be no updates on Friday, November 30
Sweden and Switzerland: Two more negative growth surprises in the third quarter
Euro-zone: Economic sentiment is holding up surprisingly well; no signs yet of falling inflation expectations despite a sharp decline in the oil price
Turkey: Sentiment bounces back after the central bank raised policy rates against the advice of Mr Erdogan
USA: Surprise, surprise, not; the Federal Reserve turns dovish, but monetary policy remains the same
28. November 2018
USA: A sharp decline in 'new home sales' combined with other 'long-term' leading indicators are pointing towards recession in Q4-2019 or Q1-2020
At first glance, ECB monetary aggregates show no signs of a slowing economy, but.....
USA: No revision to the Q3 GDP headline number, but change-in-inventories revised up and private consumption revised down
Germany: The GfK consumer climate index still indicates tailwinds for households in the very near future - but the medium-term outlook deteriorates
27. November 2018
USA: Consumer confidence declines in November but to a far lesser extent than outlined by the UoM survey
The 'Italian problem' could get worse in 2019, as the economy shows evidence of slowing - the League sees strong support in the latest opinion poll