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Japanese tertiary activity rebounds

Emily Nicol
Chris Scicluna
  • Japanese union confederation Rengo reports significant increase in wage settlements from this year’s “spring offensive”
  • ECB hawks Muller and Simkus signal their expectation that further hikes will be required.
  • BoE inflation attitudes survey should report slight easing in household inflation expectations this quarter.

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All eyes on the ECB policy annoucement

Emily Nicol
  • All eyes will be on the ECB policy announcement, where it remains to be seen whether policy-makers will follow through with its pre-committed 50bps hike
  • Japan’s trade deficit narrowed sharply in February
  • Japanese machine orders surged in January to their highest level in six months

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ECB seems likely to deliver another 50bps hike

Emily Nicol
  • US and UK authorities stepped in to limit the fallout from the collapse of SVB
  • UK Government’s fiscal plans to be laid out in Wednesday’s Budget Statement
  • This week’s US CPI figures will be closely watched
  • Japanese business survey signalled a decline in conditions in the first quarter, with a notable deterioration in the manufacturing sector

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UK GDP beat expectations in January on special factors

Chris Scicluna
Emily Nicol
  • Kuroda left YCC unchanged at his final policy-setting meeting and maintained that it was still too early to discuss the BoJ’s exit strategy
  • UK GDP beat expectations in January on special factors
  • US payroll report to be closely watched – expect a moderation from the surge in January

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Japan’s Q4 GDP growth revised away

Chris Scicluna
Emily Nicol
  • Chinese inflation remained subdued in February
  • RICS survey suggests UK home prices continue to fall
  • Bank of France survey signalled a further improvement in services and industrial activity last month
  • US Challenger job cuts and weekly jobless claims numbers due

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