04 January 2023
Chris Scicluna
,
Emily Nicol
- French consumer confidence unexpectedly slipped back at the end of last year
- German import prices fell by a record amount in December
- UK shop price inflation slowed slightly in December as non-food prices failed to rise
Share
19 December 2022
Emily Nicol
,
Chris Scicluna
- Tomorrow’s BoJ monetary policy announcement should be a non-event, with no changes to be made to policy
- Top-tier data to come this week include euro area consumer confidence and German producer prices, US consumer confidence, the UK’s current account deficit, and Japanese CPI inflation and US personal income, spending and the PCE deflators
Share
16 December 2022
Chris Scicluna
,
Emily Nicol
- Flash German and French PMIs again point to contraction in Q4
- Despite a boost to services from improving tourism and the government’s discounted travel scheme, Japan’s flash composite PMI was merely consistent with stagnation in December
Share
15 December 2022
Chris Scicluna
,
Emily Nicol
- Fed predictably slows the pace of tightening to 50bps; ECB and BoE also expected to moderate the pace of rate hikes
- Chinese economic activity goes into reverse in November before the authorities adjust the zero-Covid policy
- Japanese trade deficit declines in November on lower commodity prices; tertiary activity posts modest rise at the start of Q4
Share
14 December 2022
Chris Scicluna
,
Emily Nicol
- BoJ Tankan survey is a mixed bag
- Euro area IP expected to start Q4 on the back foot
- The Fed is widely expected to slow the pace of monetary tightening this month, with a hike of 50bps seemingly a done deal
Share