14 June 2023
Chris Scicluna
,
Emily Nicol
- Fed set to pause tightening cycle, focus on dot-plot and guidance for near-term policy path
- Euro area IP to have risen in April, but will fail to reverse the weakness at the end of Q1
Share
13 June 2023
Chris Scicluna
,
Emily Nicol
- Japanese survey signals marked improvement in domestic economic conditions and expectations for the second half of the year
- Final German CPI inflation data confirmed a notable drop in headline inflation to a fifteen-month low
- As the FOMC’s two-day meeting gets underway, all eyes will be on US CPI report, with headline inflation expected to fall to the lowest since March 2021
Share
12 June 2023
Emily Nicol
,
Chris Scicluna
- ECB expected to raise rates by a further 25bps
- BoJ to leave unrevised its yield curve control framework
Share
06 June 2023
Emily Nicol
,
Chris Scicluna
- More encouragingly, basic pay growth in Japan rose to a four-month high
- Japanese household expenditure fell for the third consecutive month
- German factory orders fell short of expectations
- UK retail survey suggested that sales growth weakened as high prices continued to erode households purchasing power
Share
05 June 2023
Emily Nicol
,
Chris Scicluna
- Updated euro area GDP figures are highly likely to see the modest growth initially reported revised away
- German goods trade surplus unexpectedly rose
- US services ISM survey for May likely to suggest ongoing expansion in the sector
Share