06 October 2022
Emily Nicol
- BoJ’s quarterly Regional Economic Report maintained the assessment that Japan’s economy is recovering moderately
- Given ongoing concerns about the government’s large and unfunded fiscal package, Fitch yesterday revised the outlook on the UK’s AA- credit rating to negative
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04 October 2022
Emily Nicol
- Euro area PPI inflation expected to rise to a new series high in August
- US factory orders data expected to have declined for a second successive month in August
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03 October 2022
Emily Nicol
- BoJ’s Tankan survey reports a further rise in firms’ inflation expectations
- Tokyo CPI figures for September due tomorrow, while the latest household consumption and wage data are due on Friday
- ECB account on Thursday will be watched for the debate between the hawks and doves
- A busy week for top-tier US releases includes the manufacturing and services ISMs, as well as the employment report on Friday
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30 September 2022
Chris Scicluna
,
Emily Nicol
- UK external current account improves in Q2 but deficit remains very large by historical standards
- French inflation in September undershoots expectations, but Dutch inflation skyrockets
- Japanese IP beat expectations in August as the impact of easing supply chain disruption eased
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29 September 2022
Emily Nicol
,
Chris Scicluna
- German inflation likely rose in September to a new high due principally to the expiration of the Summer discounting measures but also the ongoing upwards trend in food prices
- But Spanish inflation fell back much more than expected due principally to lower electricity prices
- Commission survey likely to add to evidence of loss of euro area growth momentum at the end of the summer
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