-
27 February 2023
152 KB
PDF
- Durable goods orders: downside volatility in aircraft orders; others areas solid in January
Share
-
24 February 2023
229 KB
PDF
- Personal income, consumption, prices: high-side reading on PCE price indexes; but that did not stop consumer spending
- New home sales: a jump in January, but still in low portion of recent range
Share
-
24 February 2023
335 KB
PDF
- Bunds followed USTs lower despite a significant downwards revision to German Q4 GDP.
- Gilts also made losses as UK consumer confidence rose to a ten-month high.
Share
-
24 February 2023
314 KB
PDF
- U.S. consumers: still active despite rapid inflation
- Budget update: slippage in FY2023 (and beyond)
- Fed remittances to the Treasury Department: contributing to budget slippage
Share
-
23 February 2023
158 KB
PDF
- Revised GDP: modest downward adjustment, led by softer consumer spending
- Price indexes: faster inflation than previously reported
Share
-
23 February 2023
668 KB
PDF
- Despite an upwards revision to the January estimates of euro area inflation, Bunds made gains as ECB dove Panetta judged that the risks to the inflation outlook are now more balanced and thus justify smaller rate hikes.
- Despite typically hawkish commentary from MPC external member Mann, Gilts saw a mix of modest gains and losses as a UK survey offered a gloomy assessment of the outlook for retailers.
Share
-
22 February 2023
114 KB
PDF
- FOMC minutes: officials encouraged by recent developments, but still hawkish
Share
-
21 February 2023
312 KB
PDF
- Bunds made significant losses as the flash euro area PMIs beat expectations suggesting a rebound in economic activity.
- Despite a weak CBI industrial survey, Gilts made even more substantive losses as the flash UK also surprised significantly on the upside.
Share