Recent Blogs

Subscribe to RSS feed

FILTER POSTS

Category

Archive

Euro area, UK and Japan inflation data out this week

15 January 2024

Emily Nicol
, 
Chris Scicluna
  • Final euro area inflation figures will confirm the ½-point pickup in the headline rate in December, while the ECB’s consumer survey will take stock of inflation expectations
  • UK inflation is forecast to edge slightly lower in December 
  • In Japan, headline CPI inflation is also expected to ease to an 18-month low 
  • Contrary to some expectations, the PBoC left interest rates unchanged today

Categories : 

German factory orders point to another weak month for manufacturing

08 January 2024

Emily Nicol
, 
Chris Scicluna
  • The European Commission’s business survey is likely to signal ongoing lacklustre economic momentum at the end of 2023, while euro area retail sales are likely to have fallen sharply in November.
  • In the UK, the latest monthly GDP figures (due Friday) are expected to report a return to positive growth in November.
  • In the US, the key focus will be December’s CPI report (Thursday), with the annual headline inflation rate expected to tick slightly higher.
  • In Japan, Tokyo CPI inflation is forecast to decline for a second successive month in November.

Categories : 

Fed, ECB and BoE expected to leave interest rates unchanged

11 December 2023

Chris Scicluna
, 
Emily Nicol
  • US CPI inflation is expected to edge slightly lower in November on weaker gasoline prices
  • UK labour market figures should report a notable slowing of momentum in wage growth, while GDP should post a third consecutive monthly increase
  • In Japan, the Q4 Tankan survey will be closely watched for recent economic momentum and developments in firms’ inflation expectations
  • Friday brings the flash PMI surveys for December

Categories : 

Inflation data in focus this week

13 November 2023

Emily Nicol
  • Japan’s producer price inflation fell sharply in October to its lowest since February 2021
  • In the euro area, updated Q3 GDP data are expected to confirm a modest contraction. Friday will  bring revised euro area inflation figures for October.
  • In the UK, October’s CPI inflation release is expected to report a marked drop in headline inflation due to a sharp drop in energy inflation.

Categories : 

German factory orders beat expectations

06 November 2023

Emily Nicol
  • Euro area retail sales figures for September will offer more insight into household consumption in Q3.
  • In the UK, the main event this week will be Friday’s release of Q3 GDP data, which are likely to confirm a slight contraction of 0.1%Q/Q.
  • In Japan, a key focus will be the release of September’s wage figures, which will likely leave total wage growth well below the rate agreed in this year’s spring wage negations.

Categories :