The perils of printing too much money
Posted by: Paul Donovan
Don’t be swayed by disappointing Chinese headlines
After a raft of stronger activity data for March, the China NBS manufacturing PMI data moderated to 50.1 in April from 50.5 the previous month, surprising to the downside.
The age of the worker?
Posted by: Paul Donovan
When what didn’t happen is the focus
Posted by: Paul Donovan
What earnings recession?
We are now past the peak of the first-quarter earnings season.
Earnings season week 2: what earnings recession?
We are now past the peak of the first-quarter earnings season.
Three cheers for global growth
Posted by: Paul Donovan
EM equity weakness is unlikely to persist
Stocks have been under pressure.
Europe is not Japan
Posted by: Paul Donovan
GDP expands 3.2% in 1Q19
The US economy expanded at a 3.2% annualized pace in 1Q19, beating consensus expectations of 2.3%.