JT’s Insights

  China’s Caixin manufacturing PMI edged down 0.2pp to 50.6 in August, slightly below market

US and Mexican negotiators have reached a “preliminary agreement in principle” on NAFTA. The deal

In the Jackson Hole speech last Friday, Fed Chairman Powell made reference to an important

CFETS (a sub-institution of the PBOC) said in a statement that since August most banks

The minutes of the July-August FOMC contained a strong assessment of growth, expressed “increased confidence”

At present, circumstances dictate that ‘forward guidance’ is the ECB’s main policy instrument.We argue that

As part of the EU fiscal surveillance framework, in May member states submit to the

China’s central bank recently cut the required reserve ratio (RRR), with a significant portion of the

We do not expect a significant breakthrough on EU and Euro area governance reform at

We assess the macro drivers of the UK outlook – in terms of aggregate demand, both