Independent Strategy

GlobalFast Track Data — European recovery gathering pace

The latest Google activity figures (through to 22nd May) continue to support the strong global recovery narrative with the latest improvement being driven by ongoing gains in Europe.  Indeed France and Germany led the increase in activity last week, with Italy, Spain and the UK also in our top group (alongside Russia).  Mexico, Australia and the US recorded small gains too.

Tags

ADP (7) Agriculturals (1) Asia crisis (1) Asset Allocation (1) Australia (2) Autos (1) Bank of Japan (1) Big Data (1) BoJ (1) Bonds (6) Brazil (1) Brexit (5) Canada (1) Capital Goods (2) Central Bank (8) Challenger (1) China (18) Claims (1) Climate change (2) Commodities (1) Copper (1) Coronavirus (4) Corporate Bonds (1) Corporate Debt (2) Covid (2) Covid-19 (36) CPI (8) Credit (43) Current Account (1) Debt (2) Debt Crisis (4) Democracy (4) Demographics (9) Deposits (1) Disruptive Technologies (4) Durable Goods (1) Earnings (1) ECB (9) Elections (2) Emerging Markets (4) Employment (15) Equities (1) Euro (3) Eurogroup (1) Europe (2) Eurozone (19) Exports (2) Factory Orders (6) Federal Reserve (7) Fixed Income (2) France (1) FX (2) GDP (11) Germany (15) Globalisation (8) Global Pandemic (2) Gold (2) Google Mobility (32) HICP (1) Hong Kong (1) Housing (4) IFO (3) Income (1) India (1) Industrial Production (9) Inflation (24) Interest Rates (11) Internet (1) Investment (5) IP (9) Iran (4) Ireland (1) ISM (2) Italy (6) Japan (5) Jobless Claims (1) Korea (3) Labour Market (11) Liquidity (8) Manufacturing (3) Monetary Policy (18) Money (4) Money Market (1) Money Supply (17) Myanmar (1) New Monetarism (6) New Zealand (1) Oil (6) Online (1) Payrolls (16) PCE (2) PMI (1) PMIs (1) Politics (10) Populism (6) Portugal (1) PPI (4) Production (1) Productivity (2) Profits (1) QE (5) Quantum economics (4) Real Estate (1) Redline Money (14) Reserves (3) Retail Sales (11) Russia (2) Services (3) Services PMI (1) Sovereign Bonds (2) Sovereign Debt (4) Spain (4) Sterling (1) Sweden (2) Technials (1) Technicals (93) TICS (1) Total Social Financing (11) Trade (10) TSF (4) Turkey (1) UK (18) Ukraine (1) Unemployment (14) US (35) USD (9) Vietnam (1) Wages (16)

In the Media