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BoJ maintains ultra-accommodative policy stance

Chris Scicluna
Emily Nicol
  • As expected, the SNB raises rates by 75bps to leave the BoJ the only central bank with a negative policy rate
  • BoE set to raise rates today by at least 50bps and confirm the start of active Gilt sales later this month
  • Fed hikes by 75bps as expected, but signals a higher terminal fed funds rate than previously suggested, above 4½%

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Survey suggests that French retail sales fell

Emily Nicol
Chris Scicluna
  • Ahead of Friday’s mini-budget, today’s monthly UK public finances figures saw net borrowing exceed expectations in August, in part reflecting record debt interest payments for that month
  • All eyes on the Fed tonight, with the FOMC expected to hike rates by 75bps and signal a terminal rate above 4% in its updated projections

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Japan’s CPI inflation jumps to the highest in eight years

Chris Scicluna
Emily Nicol
  • German producer prices smash records again in August due to energy shock but hints of cooling elsewhere
  • Sweden's Riksbank sets the tone for the week's monetary policy announcements, with a hike of 100bps in its Policy Rate to 1.75%
  • As the latest two-day FOMC meeting gets underway, the downtrend in US housing starts is expected to pause in August

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UK retail sales plunge in August

Chris Scicluna
Emily Nicol
  • China’s economic activity data for August beat expectations but real estate adjustments and ongoing pandemic restrictions continue to restrain growth
  • Final euro area inflation data for August might well bring an upwards revision 
  • US consumer survey to be watched for signs of improvement in household sentiment and inflation expectations thanks to lower gasoline prices

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Japan’s trade deficit widened to a new record high

Chris Scicluna
Emily Nicol
  • The euro area’s goods trade deficit is forecast to have widened at the start of Q3
  • BoE inflation attitudes survey likely to report a further increase in consumer inflation expectations in the three months to August

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