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25 August 2022
635 KB
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- Bunds made gains as the German ifo survey indicated a gloomy outlook with increasing likelihood of contraction in H222, while the ECB confirmed that some Governing Council members argued for a hike of just 25bps in July but that the hawks maintain a large majority.
- Gilts also made big gains despite a more upbeat UK retail sales survey.
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24 August 2022
152 KB
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- Durable goods orders: upward drift excluding transportation
- Pickup in shipments suggests modest advance in equipment spending in Q3
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23 August 2022
486 KB
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- Bunds made gains at the shorter end of the curve as the euro area flash PMIs suggested that the euro area economy is contracting.
- Gilts made further losses as the UK composite PMI fell to an 18-month low but remained above the key 50 mark.
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22 August 2022
772 KB
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19 August 2022
562 KB
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- Bunds continued to sell off as German producer price data surprised significantly on the upside.
- Despite a new series low in UK consumer confidence, Gilts also made big losses as UK retail sales slightly beat expectations.
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19 August 2022
313 KB
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- Inflation expectations: still well contained…
- … but tighter policy needed to maintain the favorable views
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18 August 2022
156 KB
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- Existing home sales: plunging affordability cuts demand
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18 August 2022
420 KB
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- Bunds made further losses as ECB Board member Isabel Schnabel made the case for another big rate hike in September and acknowledged the possibility that QT might be discussed too.
- Gilts also made losses on a quiet day for economic news from the UK.
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