Recent Blogs

FILTER POSTS

Category

Archive

French business surveys suggest welcome resilience

Chris Scicluna
Emily Nicol
  • German PPI inflation moved sideways at a series high in September, with energy inevitably remaining a significant source of price pressure
  • EU leaders set to discuss energy markets, including possible coordinated purchases and measures to cap prices in wholesale markets

Categories : 

UK CPI inflation returned back to double-digits in September

Chris Scicluna
Emily Nicol
  • BoE Deputy Governor Jon Cunliffe and Executive Director for Markets Andrew Hauser to testify before Treasury Select Committee on the Bank’s recent gilt market intervention
  • BoJ likely to step up its bond buying as 10Y JGB yield breached the Bank’s 0.25% upper limit
  • Final euro area HICP inflation release likely to see the headline rate nudged slightly lower from the flash estimate, but still remain at a series high

 

Categories : 

Japanese tertiary firmer than expected in August

Chris Scicluna
Emily Nicol
  • Final euro area inflation estimates (Wednesday) are likely to confirm headline and core inflation at a record high in September; various sentiment surveys from the euro area are also due this week 
  • UK inflation data (Wednesday) are expected to report that the headline CPI rate rose back above 10%Y/Y in September amid broad-based price pressures

Categories : 

Gilts rally as UK fiscal U-turn expected

Chris Scicluna
Emily Nicol
  • Chinese inflation data surprise on the downside suggesting some room for PBoC manoeuvre
  • Final French inflation data align with flash estimates; euro area trade deficit set to widen further to new series high on energy prices
  • Retail sales and consumer sentiment the focus in the US

Categories : 

German inflation was confirmed in double-digits in September

Chris Scicluna
Emily Nicol
  • As mortgage rates jump, RICS survey flags loss of momentum in the UK housing market
  • After yesterday’s minutes from September’s FOMC meeting highlighted that the Fed remains focussed on inflation rather than growth concerns, US CPI report will be watched closely

Categories :