11 January 2022
Chris Scicluna
,
Emily Nicol
- The BoJ's consumer opinion survey reports a more upbeat assessment of the economic outlook and a notable jump in consumers’ expectations for inflation in the year ahead.
- Surveys suggest that UK spending on the high street held up relatively well at the end of the year despite some inevitable payback for November’s strength
- Spanish industrial production surges in November.
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10 January 2022
Chris Scicluna
,
Emily Nicol
- Japanese dataflow to get underway tomorrow with BoJ figures on private consumption; surveys to provide an update on conditions around the turn of the year.
- Euro area labour market, IP and trade numbers due this week.
- November GDP report on Friday the highlight in the UK.
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21 December 2017
Chris Scicluna
- After the BoJ pulled no surprises overnight, all eyes remain on the bond market.
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08 March 2017
- Japan’s economic recovery looks set to be maintained in 2017, supported by both domestic and external demand.
- But while inflation will move gradually higher, it will remain some way below target, and so the BoJ will be in no rush to amend its yield curve control policy.
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21 September 2016
,
- The BoJ announced a yield curve control framework and its commitment to over-achieve on its inflation target.
- But without a fundamental shift in the macro policy mix, rates may have to stay at or below current levels for the next decade or beyond.
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