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17 August 2022
151 KB
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- Retail sales: a mixed, but generally favorable, performance in July
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17 August 2022
452 KB
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- Gilts made big losses, with the 2-10Y curve inverted, as UK CPI inflation jumped into double-digits for the first time in at least four decades, with price pressures broad-based.
- Bunds followed Gilts lower while euro area GDP growth in Q2 was revised down a touch and employment rose for the fifth consecutive quarter but at a softer pace.
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17 August 2022
111 KB
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- FOMC Minutes: no specifics on magnitude of future rate increases…
- …but clear signals on direction and hints on duration
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16 August 2022
223 KB
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- Housing starts: plunge in activity led by single-family building
- Industrial production: mining continues to advance...
- ...manufacturing up in July but little changed in recent months
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16 August 2022
546 KB
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- Bunds made sizeable losses despite a downbeat German ZEW investor sentiment survey that signalled growing fears of recession, while the euro area’s goods trade deficit widened as exports slipped back.
- Gilts made bigger losses across the curve as UK basic pay accelerated in nominal terms but fell at a record rate in real terms.
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12 August 2022
565 KB
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- Bunds made losses, particularly at the short end, as data confirmed that euro area IP made a positive contribution to GDP growth in Q2 as supply constraints eased somewhat.
- Gilts made losses across the curve even as data confirmed a drop in UK GDP in Q2.
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12 August 2022
530 KB
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- Inflation: trending lower, or lingering?
- If inflation lingers, so too will tight monetary policy
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10 August 2022
348 KB
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- CPI: finally, a soft reading
- Lower energy prices, and help from some core items
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