British first quarter growth probably not as bad as reported

April 27, 2016

A man walks up steps in the City of LondonBritish economic growth slowed to 0.4 percent at the start of the year, a preliminary release showed as expected on Wednesday, but the real picture may well be better.

Molto bene! Stand-out performance for Italian manufacturing vs rest of Europe

January 4, 2016

European stock markets may have had a rough start to 2016, but the first major European data releases of the year, covering momentum in manufacturing at the end of 2015, have been particularly good by recent standards.

Nailed-on for a stronger UK services PMI after factory surge?

November 2, 2015

A surprisingly strong surge in British manufacturing growth last month has left a few economists scratching their heads. Is it a one-off? Could a manufacturing recovery really appear out of seemingly nowhere?

U.S. manufacturing flashing warning signs

September 29, 2015

U.S. manufacturing may be in trouble. Nearly all key indicators measuring the health of manufacturers in the world’s largest economy have disappointed over the past year.

More signs of ‘Britain the Unbalanced’

August 5, 2015

PMI chart

While still signaling a solid rate of economic expansion in Britain, the latest batch of business surveys from Markit/CIPS will do little to quell unease about the lopsidedness of the recovery.

Post-Lehman shadows creeping up on German economy again?

October 10, 2014

Germany's Minister of Finance Wolfgang Schauble speaks during a discussion during the World Bank/IMF annual meetings in Washington

The recent stretch of dire economic data from Germany is starting to bear an unfortunate resemblance to late 2008 – when Lehman Brothers collapsed and the world tipped into the worst recession since the Great Depression.

A long haul

September 24, 2014

U.S. Navy handout shows EA-6B Prowler attached to the Garudas of Electronic Attack Squadron 134 landing aboard the aircraft carrier USS George H.W. Bush after conducting strike missions against Islamic State targets, in the Gulf

Having largely sailed through this year’s choppy (to say the least) geopolitical waters, markets are a little discomfited by U.S. air strikes in Syria targeting Islamic State militants … though only a little.

Britain’s export recovery looking a little more elusive

August 1, 2014

It looks like Britain might have to wait a while longer before its much-touted export recovery materialises.

Oh là là, quelle surprise for the French economy

February 14, 2014

French economic growth unexpectedly picked up to 0.3 percent in the final three months of last year, welcome news and a rare positive shock for some particularly gloomy forecasters who were looking for shrinkage or no growth at all.

History suggests rocketing British growth won’t last long

September 4, 2013

Britain’s economy is steaming ahead – by one measure faster than any other large developed or emerging economy – but history suggests it will struggle to sustain the rapid growth indicated in business and confidence surveys.