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Japanese manufacturers remain downbeat

Chris Scicluna
Emily Nicol
  • Chinese PPI jumps to a 26-year high on supply strains; CPI also exceeds expectations but still subdued.
  • German HICP inflation confirmed at a euro-era high of 4.6%Y/Y in October as prices of energy jump.

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Japanese wage growth subdued

Chris Scicluna
Emily Nicol
  • German export values fall for second month in a row but French economy grows firmly above pre-pandemic level led by services.
  • UK retail sales survey suggest spending boosted by early Christmas shopping.

 

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Japanese consumption makes modest recovery

Chris Scicluna
Emily Nicol
  • China’s trade surplus rises to new high in October as exports beat expectations providing some offset to soft domestic demand; inflation data to come this week.
  • Euro area IP figures later in the week to confirm a drop in September as supply constraints persisted.
  • UK GDP data due Thursday to confirm that growth slowed in Q3 despite a rebound in services as restrictions lifted.
  • After Congress finally passed the $1.2trn bipartisan infrastructure package on the weekend, US inflation will be the key data focus this week.

 

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German production maintains downtrend in September

Chris Scicluna
Emily Nicol
  • Japanese household spending rebounds in September but still well down over Q3 as a whole due to earlier pandemic restrictions.
  • UK labour market survey suggests that skill shortages and wage pressures persist despite end of government furlough scheme.

 

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German factory orders remain down from spring peak

Chris Scicluna
Emily Nicol
  • Japan’s final services PMIs confirmed that activity in the sector rebounded last month as pandemic restrictions were lifted.
  • All eyes will be on the BoE’s lunchtime policy announcements, with Bank Rate expected to rise 15bps to 0.25%. 
  • UK new car registrations the weakest in any October since 1991.

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