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UK Q2 GDP revised up significantly

Chris Scicluna
Emily Nicol
  • Japan’s IP falls and retail sales slump in August, as virus spike weighs.
  • China’s official manufacturing PMI falls to 49.6 in September, as output falls in energy-intensive industries. 
  • Flash inflation data from France a touch softer than expected, but EU measure still up to 2.7%Y/Y in September; equivalent figures likely to rise in Germany and Italy, due not least to energy prices.

 

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Continuity candidate Kishida becomes Japan's new PM

Chris Scicluna
Emily Nicol
  • The UK’s BRC shop price survey suggests slightly firmer price pressures on the High Street, with the headline pace of decline the least since January 2020.
  • European Commission’s sentiment indicators due today.
  • Pending home sales for August ahead in the US.

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SPD wins largest share of votes in German election

Chris Scicluna
Emily Nicol
  • German coalition talks could take several months.
  • Japan’s services PPI inflation slows in August; focus turns to Wednesday’s LDP election. 
  • In the euro area, Friday’s flash CPI estimate will conclude a busy week for data, while the ECB’s Sintra monetary policy forum earlier in the week will also be closely watched.
  • Attention in the US turns to fiscal policy, including averting a government shutdown.

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Japan’s flash composite PMI lifts in September

Chris Scicluna
Emily Nicol
  • Japan’s CPI rises to 0.0%Y/Y ex-fresh food in August – first non-negative print since July last year.
  • UK consumer confidence falls to 5-month low in September as concerns about rising cost of living and end of furlough grow.
  • New Zealand’s trade deficit widened in August, with exports retreating for a second month but imports continuing to surge higher.

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Fed signals taper to start ‘soon’

Chris Scicluna
Emily Nicol
  • Attention now turns to the BoE announcement, albeit policy settings likely to remain unmoved even as the MPC flags upside risks to inflation.
  • Australia’s composite PMI output index rises 2.7pts to 46.0 in September, led by a rebound in the manufacturing PMI.

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