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29 July 2022
299 KB
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- FOMC: inflation, not economic growth, will determine the pivot
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28 July 2022
458 KB
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- Despite an upside surprise to Germany’s flash July inflation estimates, Bunds followed USTs higher while the European Commission’s economic sentiment index slumped to a seventeen-month low at the start of Q3.
- Gilts also followed USTs higher on a quiet day for UK economic releases.
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28 July 2022
157 KB
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- Q2 GDP: pickup in consumer spending, but softening in other key sectors
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27 July 2022
492 KB
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- Despite downbeat consumer confidence surveys from Germany, France and Italy, Bunds made losses and spreads to BTPs widened as a rating agency lowered Italy’s sovereign rating outlook to stable from positive on recent political developments.
- Gilts also made losses as a UK survey saw shop price inflation jump to a series high in July.
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27 July 2022
221 KB
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- Durable goods: jump in defense aircraft orders boosts headline
- International trade in goods: firm exports, a correction in imports
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27 July 2022
195 KB
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- FOMC: no surprise with 75; further increases likely, but no specific guidance
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26 July 2022
1169 KB
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- In Europe, green bonds and SLBs help ESG market return to growth in 2Q22
- European energy policy could spur further growth of sustainable bonds. European Union firmly established as top-tier Euro issuer but pricing gap to Bunds widens year-on-year
- Negotiations over vital features of EU Green Bond Standard enter endgame
- Ongoing market volatility has led to further spread widening in both primary and secondary markets. Greenium likely to persist despite spread convergence to conventional bonds
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26 July 2022
156 KB
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- New home sales: constrained by a drop in affordability
- Consumer confidence: inflation, interest rates, recession worries dampened moods
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