Europe Data Response Euro-zone Unemployment & Producer prices (May) May’s euro-zone unemployment figures highlight the growing divergences between the core and peripheral euro-zone economies and add to evidence that the latter group’s economic woes are far from over. 2nd July 2010 · 1 min read
Europe Data Response Euro-zone Flash CPI & German Unemployment (Jun.) June’s euro-zone CPI data confirm that price pressures are very subdued. And while the continued fall in German unemployment brings hope of a modest consumer recovery there, it will not be strong... 30th June 2010 · 1 min read
China Economics Focus Is China running out of cheap workers? China no longer has a surplus of underemployed workers in the countryside willing to move elsewhere for rock bottom wages, but it does still have a large and inefficient agricultural workforce. Their... 29th June 2010 · 1 min read
Japan Data Response Output, Spending, Labour (May) & SME Conf. (Jun.) The third successive monthly increase in the unemployment rate will add to concerns that the recovery in domestic demand is too fragile to offset any slowdown in exports as a result of weakening... 29th June 2010 · 1 min read
US Employment Report Preview Private sector jobs growth gets back on track 24th June 2010 · 1 min read
China Economics Update How many young workers are there? There may be 31 million fewer Chinese aged under 15 than previously thought. If so, the number of young workers will soon be falling rapidly, putting sustained upward pressure on wages. 18th June 2010 · 1 min read
UK Data Response UK Labour Data (Apr./May) The UK labour market is showing tentative signs of improvement, but still looks too fragile to withstand the looming public sector job cuts. 16th June 2010 · 1 min read
UK Data Response UK Labour Data (Apr./May) The UK labour market is showing tentative signs of improvement, but still looks too fragile to withstand the looming public sector job cuts. 16th June 2010 · 1 min read
Europe Data Response German ZEW (Jun.), E-Z Trade (Apr.) & Employment (Q1) June’s drop in German ZEW investor confidence is a worrying sign that fears about peripheral debt are damaging sentiment towards core euro-zone economies too. 15th June 2010 · 1 min read
China Economics Update Do wage increases reduce the need for currency appreciation? Rapid wage increases may play a big role in rebalancing China’s economy in the years ahead. In the short term though, they are no substitute for nominal currency appreciation. 15th June 2010 · 1 min read
UK Economics Focus Can private sector hiring offset public sector job cuts? With public sector job cuts looming, the outlook for employment hinges on whether or not hiring in the sector picks up pace. While some recent indicators of employment intentions have been encouraging... 7th June 2010 · 1 min read
Europe Data Response Euro-zone PPI (Apr.)/Spanish Unemp. & Con. Conf. (May) April’s sharp rise in euro-zone producer price inflation may prompt concerns that inflationary pressures are building. But we continue to think that deflation, rather than a surge in inflation is the... 2nd June 2010 · 1 min read
Europe Data Response Euro-zone & German Unemployment (Apr./May) April’s further rise in euro-zone unemployment adds to evidence that domestic demand in the region looks set to remain weak. 1st June 2010 · 1 min read
Japan Data Response Output, Wages, Housing (Apr) & PMI (May) Today's data were mixed, with weak industrial production and housing starts offset by better news from the manufacturing PMI and the labour market. However, all have been somewhat overshadowed by the... 31st May 2010 · 1 min read
