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Lagarde argues for gradual approach to normalisation

11 February 2022

Chris Scicluna
  • UK GDP rises 1.0%Q/Q in Q4, broadly in line with expectations after modest drop in December, to be still 0.4% below the level in Q419.
  • Modest drop in German inflation in January on tax change base effects confirmed.

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BoJ Governor dismisses need for tighter policy

10 February 2022

Chris Scicluna
, 
Emily Nicol
  • UK housing survey reports continued strong price growth amid an ongoing imbalance between supply and demand; labour market survey similarly suggests continued strong pressures on pay growth.
  • ECB commentary to be watched closely for hints on the likely path of euro area monetary policy this year.
  • US CPI report expected to show annual inflation in January up to an eye-popping 7.3%Y/Y.

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Japanese household spending steady in December

08 February 2022

Chris Scicluna
, 
Emily Nicol
  • While Japan’s spending held steady in December, economy watchers were notably more downbeat at the start of the year; moreover, labour cash earnings fell on an annual basis for the first time in ten months.
  • A mixed batch of UK spending data suggests that retail sales failed to fully reverse December’s steep drop at the start of the year.

 

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Japanese consumption steady in December

07 February 2022

Chris Scicluna
, 
Emily Nicol
  • German industrial production declines slightly in December as construction activity falls sharply.
  • UK Q4 GDP data (Friday) to confirm growth close to 1.0%Q/Q.
  • The week’s US economic data highlight will be the January CPI report on Wednesday.

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German factory orders beat expectations

04 February 2022

Chris Scicluna
  • German factory orders comfortably beat expectations with second successive month of strong growth in December 
  • Despite a second successive firm increase in car output, French industrial production edged down 0.2%M/M in December to be down 0.2%Q/Q over Q4 as a whole.
  • Despite a big rise in sales of electric vehicles, UK new car registrations remained subdued at the start of the year.
  • All eyes today will be on the US labour market report, which is expected to show a slowdown in payroll growth at the start of the year.

 

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