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4 October 2023
310 KB
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- Bunds made gains as euro area retail sales volumes fell further than expected in August and the region’s final services PMIs for September remained consistent with contraction in Q3.
- Gilts also largely made gains despite a sizeable upwards revision to the UK services PMI for September.
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2 October 2023
279 KB
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- ISM manufacturing: below 50, but improving; prices contained
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2 October 2023
281 KB
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- Bunds followed USTs lower as euro area unemployment fell to a series low in August.
- Gilts also made significant losses as the Nationwide’s UK house price index stopped falling in September.
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29 September 2023
398 KB
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- Bunds rallied as the flash estimates of euro area inflation in September surprised on the downside while the latest German retail sales and French consumer spending data were also soft.
- Gilts made somewhat smaller gains as the level of UK GDP was revised up again and UK mortgage approvals fell to a six-month low.
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28 September 2023
306 KB
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- Bunds made massive losses even as German inflation fell sharply to a two-year low and the Commission’s sentiment indicator slipped further to suggest contraction in euro area GDP in Q3.
- Gilts made even larger losses despite a quiet day for UK economic news.
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28 September 2023
297 KB
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- Revised Q2 GDP: consumer spending revised lower, business investment adjusted upward
- Benchmark revisions: modest adjustments to growth
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27 September 2023
280 KB
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- Durable goods orders: headline returns to (flat) trend after aircraft-related volatility; upward drift in bookings ex. transportation
- Capital spending: likely soft in Q3
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27 September 2023
306 KB
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- Bunds ended the day lower despite a weakening in lending to euro area businesses and a deterioration in German and French consumer confidence.
- On a quiet day for UK economic releases, Gilts made losses in line with the global trend.
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