06 September 2022
Chris Scicluna
,
Emily Nicol
- German wholesale power prices lower after government decision to retain two nuclear power stations on stand-by as an “emergency reserve” over the winter
- Japanese household spending falls back at the start of Q3 as Covid-19 cases surged
- UK Prime Minister Truss reportedly to freeze household energy bills for up to two via government-back loans, capping rise in inflation
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05 September 2022
Chris Scicluna
,
Emily Nicol
- UK politics in focus as opportunistic Foreign Secretary Liz Truss expected to be announced as Johnson’s successor Prime Minister
- Today’s Japanese final services PMI for August were consistent with contraction
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25 August 2022
Chris Scicluna
,
Emily Nicol
- French business confidence holds steady in August, but still remains well below levels in the first half of the year
- ECB account from July’s policy meeting to be watched closely for further insights into the likely near-term policy path
- Japan’s services producer price inflation unchanged at 2½-year high
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23 August 2022
Chris Scicluna
,
Emily Nicol
- Underlying price pressures continue to broaden in Japan, with the trimmed mean CPI rising to the highest since the series began in 2001
- Europe’s flash PMIs seem likely to signal increasing recession risks, while the Commission’s flash consumer confidence is likely to remain close to or at record low
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22 August 2022
Chris Scicluna
,
Emily Nicol
- Powell’s Jackson Hole speech to give opportunity for an updated Fed policy signal
- Flash PMIs (tomorrow) likely to flag rising recession risks in the euro area and UK as concerns about high energy prices and other cost pressures take their toll; Japanese indices likely to remain subdued
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