Services
This report analyzes the structural and cyclical factors driving service spending in Chinese households and highlights sectors with promising investment opportunities for the next 6 to 12 months.
September PMIs: Global Momentum Running Out Of Steam…
EUR/USD and European Equities Reject Highs…
Employment Weakness Undermines ISM Services Strength…
China PMIs Uptick Doesn’t Alter Case For Targeted Stimulus…
The cost of tariffs is falling on the US consumer, not foreign exporters or US firms.
China PMIs Undershoot as Deflation Pressures Persist…
ISM Services: Focus On Employment, Not Prices…
Flash PMIs Improve, But Low Growth And Trade Frictions Persist…
UK CPI Runs Hot, But Disinflation Is Still In Sight…