Recent Blogs




Japanese IP declines in February

Chris Scicluna
  • Japanese stocks fall today as Archegos fallout continues; China also weaker despite an impressive PMI rebound.
  • Japanese IP falls disappointing 2.3%M/M in February as chip shortage and earthquake adds to LNY holiday payback.
  • UK GDP growth in Q4 revised up slightly, but revisions to previous quarters leave assessment of full-year contraction little changed.
  • Flash French inflation data report big jump close to expectations.

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Japan’s unemployment rate steady while retail sales rebound

Chris Scicluna
  • Spanish CPI figures surpass expectations on energy prices.
  • Australian weekly consumer sentiment measure reaches new post-pandemic high.
  • Kiwi dwelling approvals fall sharply in February.

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Tokyo CPI signals modest lift in core prices

Chris Scicluna
  • Japan’s Tokyo CPI beats expectations, reporting modest lift in core prices.
  • After steep drop at start of 2021, UK retail sales post modest rise in February.
  • German ifo survey set to maintain flow of firmer euro area sentiment data.

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UK inflation surprises significantly on the downside

Chris Scicluna
  • Japan’s composite PMI lifts modestly in March amidst signs of production bottlenecks, services PPI deflation eases in February as advertising prices rebound.
  • UK inflation surprises significantly on the downside as prices of clothes and consumer-facing services respond to ongoing lockdown.
  • Aussie composite PMI lifts in March as services rebound; merchandise trade surplus narrows in February.

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German lockdown restrictions set to continue

Chris Scicluna
  • China’s benchmark lending rates steady for 11th month.
  • Euro area flash PMIs due midweek.
  • UK data flow picks up with inflation, retail sales, flash PMIs and labour market data ahead.
  • Existing home sales, advance durable goods orders, merchandise trade and personal income and spending the US data highlights this week.

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