Marcin Nowogórski
Today’s macro commentary – Wednesday, September 3.
Today Australia has published GDP growth for 2nd quarter at 0.5% and it is far worse than 1.1% prior. But on the other hand...
Today’s macro commentary – Tuesday, September 2.
We will start today's commentary with information from Australia, where Reserve Bank of Australia have spoken. RBA has announced same decision as in past...
What to expect of this week’s macro data – Central Banks, PMIs and NFP.
There are monetary policy meetings in several important central banks this week, but also we are heading toward very important macroeconomic releases.
On Tuesday, Reserve...
Today’s macro commentary – Thursday, August 28.
Today's macro data showed further decline of consumer prices in Spain by -0.5% and also bigger than anticipated drop in private loans in EMU (-1.6%...
Today’s macro commentary – Tuesday, August 26.
Yesterday was rather cool as well as volatility. Ifo showed German business sentiment further decline which stands in line with ZEW's sentiment and other...
Today’s macro commentary – Friday, August 22.
Yesterday's data from Euro Zone was mixed. Germany showed better PMI than expected, but still around previous levels, but on the other hand France...
Today’s macro commentary – Friday, August 15.
UK 2Q GDP growth came today 0.8% as expected, but it's bit out-of-date as NIESR published more advanced reading of 0.6% GDP growth for last...
Today’s macro commentary – Thursday, August 14.
Pound is retreating after yesterday's Mark Carney's speech. BoE governor admitted that labor market condition is worse than MPC had anticipated, and bank rates...
Today’s macro commentary – Wednesday, August 13.
Yesterday's EMU data showed that economic sentiment declined the most since the beginning of the year questioning very modest outlook for EU economy.
On the...
Today’s macro commentary – Tuesday, August 12.
NAB business sentiment last night has soared to 11 from 8 previously along with HPI which accelerates to 1.8% vs. 1.1% expected and 1.5%...
