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15 December 2022
221 KB
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- Retail sales: light spending despite reports of active Black Friday shopping
- Industrial production: softness in November
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14 December 2022
489 KB
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- Shorter-dated Bunds made gains as euro area IP fell more than expected at the start of Q4 as energy-intensive output continued to be aggressively cut back.
- Shorter-dated Gilts made big gains as UK CPI inflation fell by more than expectations in November, with underlying price pressures easing too.
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14 December 2022
204 KB
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- FOMC: some additional tightening, and a still-soft landing (with a few bumps)
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13 December 2022
428 KB
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- Bunds followed USTs higher, while German inflation was confirmed to have declined in November and an investor survey suggested that inflation expectations fell sharply in December.
- Gilts made losses as underlying UK wage growth accelerated in October amid a still very tight labour market.
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13 December 2022
276 KB
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- CPI: discounting in key areas restrained inflation in November
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12 December 2022
375 KB
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- Gilts made losses as the rebound in UK GDP in October was a touch firmer than expected, albeit still suggesting that the economy is probably in recession.
- Bunds made modest losses on a quiet day for euro area economic data releases.
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9 December 2022
816 KB
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- Bunds made sizeable losses as the ECB announced that banks will significantly increase their TLTRO repayments this month, while reports suggested that ECB hawks might push for an early start to QT in return for a slowing in the pace of rate hikes next week.
- Gilts also made losses as the BoE’s Inflation Attitudes Survey suggested an uptick in households’ medium-term inflation expectations.
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9 December 2022
157 KB
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- PPI: decelerating, but still problematic
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