Is the UK pausing for thought? - Investec

Research Team at Investec, notes that the first estimates of UK GDP showed 0.4% growth on the quarter, in line with consensus and Investec forecasts.

Key Quotes

“In year-on-year terms, growth was 2.1% up. At the first reading we get very little in the way of details, save sectoral estimates, which we usually have a reasonable clue about in any case given the availability of some monthly data. These showed services output growing by +0.6% q/q, manufacturing by -0.4% and by construction -0.9%. In short, on expectation, and after some minor weakness the Pound settled in the 1.45 handle on the day.”

Eurozone sentiment recovers after downbeat Q1 - ING

Teunis Brosens, Senior Economist at ING, notes that the sentiment improved especially in the domestically oriented services sector, showing that we should not give up on Eurozone domestic demand just yet.
Baca lagi Previous

RBNZ refrains from action – MUFG

Derek Halpenny, European Head of GMR at MUFG, suggests that prior to the surprise decision by the BOJ, the RBNZ also surprised the markets by not easing.
Baca lagi Next