13 January 2023
Chris Scicluna
,
Emily Nicol
- The BoJ continued to fight against the market pressures against the current target, with extra fixed-rate purchase operations conducted today
- Chinese exports fell for a third consecutive month in December amid a steep drop in shipments to Germany
- Euro area industrial production likely rebounded in November, albeit failing to reverse the drop the prior month to remain on track for a fall in Q4
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12 January 2023
Chris Scicluna
,
Emily Nicol
- BoJ Regional Economic Report saw most regions report a moderate improvement in economic conditions over the past three months
- Chinese inflation ticked higher in December but PPI surprised on the downside and CPI remained very subdued
- ECB consumer expectations survey results to be watched closely today for any signs of de-anchoring of household inflation expectations
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10 January 2023
Chris Scicluna
,
Emily Nicol
- BRC survey suggested a firmer festive period for UK retailers; REC survey suggests that UK labour market tightness continues to ease
- French manufacturing output rebounded more than expected in November
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09 January 2023
Chris Scicluna
,
Emily Nicol
- Euro area unemployment figures likely to continue to suggest a tight labour market
- UK November GDP data on Friday are highly likely to report a return to negative growth as high inflation and rising interest rates hit spending
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06 January 2023
Chris Scicluna
,
Emily Nicol
- Japanese wage growth slowed in November amid a steep decline in bonus payments and softer overtime earnings
- German and French consumer spending on goods rose in November
- Euro area flash inflation figures for December are likely to report a notable decline
- All eyes today on US payrolls, which are expected to report a respectable rise in the number of jobs of 200k or more
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