Matthew Rodger @MatthewRodger6

Europe analyst at The Economist Intelligence Unit @TheEIU @TheEIU_Europe eiu.com London, England Joined March 2019

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Matthew Rodger @MatthewRodger6

5 years ago

@nickm4rro (please excuse terrible pun on the chart's title....)

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Matthew Rodger @MatthewRodger6

5 years ago

@nickm4rro Just looking over Taiwan's own export data (by far the most comprehensive Haver data set you will ever see) shares of semiconductors in exports to China actually surged by 2 percentage points from 2019-20, even total exports to China continued to rise.

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Paul Krugman @paulkrugman

6 years ago

Initial claims for unemployment insurance up by 70,000. That may not sound like much, but (1) it's data from last week — next report will be much worse (2) it's actually worse than any week in the Great Recession 1/

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John Ferguson @john_c_ferguson

7 years ago

How many times does 'uncertainty' feature in close proximity to a word related to trade in @TheEIU country analysis? Hites Ahir & Davide Furceri (both IMF) and Nicholas Bloom (Stanford) have crunched the numbers to create the World Trade Uncertainty Index voxeu.org/article/trade-…

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Matthew Rodger @MatthewRodger6

7 years ago

@p_ceretti Perhaps movement up the value chain as well? Certainly in Asia the kinds of goods produced in 2018 were not the same as in 2004...

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Emily Mansfield @erm3114

7 years ago

Enjoyed this in the @EveningStandard #Brexit #Boris #jellyfish #Cornwall

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Matthew Rodger @MatthewRodger6

7 years ago

Fascinating developments in Brussels, here's our quick take! #EUCO #whitesmoke

Agathe Demarais @AgatheDemarais

7 years ago

Quick take on EU appointments • First woman president of EU Commission, which goes to Germany • Big win for Macron to have Lagarde at ECB (concession for giving up on Barnier as EU Commission president) • Appointments please core EU member states, not periphery

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Matthew Rodger @MatthewRodger6

7 years ago

The "Ibiza tape" scandal in many ways is a perfect storm for the FPÖ. Why was the crisis so damaging? Where does this leave the far-right party? What strategy is the FPÖ going to pursue to recover? Read our free analysis piece for answers. country.eiu.com/article.aspx?a…

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Matthew Rodger @MatthewRodger6

7 years ago

Interesting flash #GDP numbers from Austria, a sharp annual slowdown (probably exaggerated by base effects). Leading indicators have been weakening for a while - leading us to expect diminished growth in Austria this year, compared to 2.8% in 2018.

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Matthew Rodger @MatthewRodger6

7 years ago

@p_ceretti I can't work out if its smart people pretending to be stupid or stupid people pretending to be smart.... Further research is obviously needed....

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Matthew Rodger @MatthewRodger6

7 years ago

Despite solid fundamentals, low unemployment, strong wage growth, Austrian retail sales don't seem to be going anywhere fast. We judge this is due to weakening consumer sentiment as bad news mounts about Brexit, and the global trade outlook.

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Matthew Rodger @MatthewRodger6

7 years ago

Although EU-harmonised annual inflation stands at 2.9% (almost double the euro-area average), recent rises in VAT and electricity taxation are responsible to a large extent for the spike in annual price growth from January.

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Matthew Rodger @MatthewRodger6

7 years ago

@ShreyansBhaskar London house prices have behaved in a really interesting way post-Brexit, it looks like you're right! The UK Land Registry has great data-sets on London property by borough and postcode, the differences even within London in response to the vote are astonishing...

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Matthew Rodger @MatthewRodger6

7 years ago

House price growth in Vienna has led much of the #OECD and much of Europe since the crisis. But global trends look set to curtail house price inflation in Austria.