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15 March 2024
359 KB
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- Bunds made modest losses even as a German survey reported a notable drop in household medium-term inflation expectations.
- Gilts also posted marginal losses while a BoE survey suggested that household inflation expectations remain relatively well anchored.
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15 March 2024
520 KB
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- The March 19-20 FOMC: rates on hold as inflation stirs
- Fed forecasts: modest revisions expected
- Quantitative tightening: changes upcoming, but announcement of formal plans unlikely next week
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15 March 2024
407 KB
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14 March 2024
408 KB
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- Retail sales: lackluster performance in February after weather-related disruptions in the prior month
- PPI: pressure in February led by a jump in energy prices
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13 March 2024
322 KB
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- Bunds made losses even as euro area industrial production surprised to the downside in January amid weakness in the capital goods sector.
- Gilts also made losses as UK GDP returned to modest positive growth at the start of 2024, albeit maintaining a broadly sideways trend.
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12 March 2024
291 KB
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- Bunds followed USTs lower as German core HICP inflation edged slightly higher in February, while headline inflation fell further on lower food inflation.
- Gilts made gains amid signs of a less tight UK labour market, with unemployment and redundancies up, employment and job vacancies lower, and wage growth softer too.
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12 March 2024
355 KB
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- CPI: ongoing pressure in core services
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8 March 2024
336 KB
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- Despite a pickup in German industrial production, Bunds made gains as euro area national accounts figures confirmed that wages and unit labour costs growth slowed in Q4.
- Gilts also made modest gains on a quiet day for UK economic news.
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