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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28 September 2022
Chris Scicluna
,
Emily Nicol
- German and French consumer confidence plunges to record lows; German income expectations also slump to the lowest since the series began in the early 1990s
- US pending home sales could buck the recent downwards trend in August, while goods trade deficit might well worsen amid a rebound in imports of consumer goods
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26 September 2022
Chris Scicluna
,
Emily Nicol
- While far more stable than Gilts, Italian spreads widen after right-wing coalition on track for majorities in both houses of parliament
- Japanese flash PMIs flag ongoing challenges
- Flash euro area inflation estimates (due Friday) expected to report that the headline HICP rate jumped in September
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