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...“Once again, there was a divergence between general activity, which moved forward, and anything property related, which continued to flounder,” wrote Robert Carnell, regional head of Asia-Pacific research...
...Robert Carnell, head of Asia-Pacific research at ING, wrote in a note that the PMI figures came as a “slight shock” and suggested that the economy was “still struggling” despite the recent GDP figures....
...“The market was expecting the PBoC to wait until September before easing again, and today’s cuts suggest that the authorities’ concern about the state of the macroeconomy is mounting,” Robert Carnell, head...
...“The manufacturing sector is dead on its feet at the moment and exports are poor,” said Rob Carnell, Asia-Pacific head of research for ING....
...“Ultimately they’ll need to use every lever in the policy bag to get this economy to turn around,” said Rob Carnell, Asia-Pacific head of research for ING....
...Robert Carnell, head of research for Asia Pacific at ING, pointed to risks from Chinese people returning to work and cases of the virus imported from other countries....
...Robert Carnell, head of research for Asia-Pacific at ING, said talk of “second waves” was misplaced, as daily new cases had been rising since early May....
...Robert Carnell, chief economist for Asia Pacific at ING, described Asia as “anxious” as the US stock rally “fizzles”....
...In July the investment bank cut several members of its ABS team, including Chris Carnell, head of European ABS sales, Christian Aufsatz, head of European ABS research, and Stuart Calnan, head of European...
...Thomas Julien of Natixis When the Fed thinks it will end the reinvestment policy?...
...“Although the latest surveys continue to show subdued business confidence, we expect the mood to gradually brighten as external demand becomes firmer, especially from Asia and the US,” said Thomas Harjes...
...“The broad rally in risky assets has reached a critical stage as many indices make marginal new cycle highs after a pretty steady up-move over the last four weeks or so,” said Thomas Stolper, of man Sachs...
...As Peter Hooper and Thomas Mayer of Deutsche Bank point out, companies do not need oil in order to grow, or at least not nearly as much as they did in 1973....
...However, Thomas Stolper, global markets economist at Goldman Sachs, argued that few in the currency markets had noticed a change in the renminbi’s behaviour....
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