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28 July 2021
114 KB
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- FOMC: little insight into QE
- No change in inflation views
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27 July 2021
210 KB
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- Durable goods orders: hints of easing, but still advancing.
- Consumer confidence: closing in on pre-pandemic levels.
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27 July 2021
359 KB
PDF
- Bunds followed USTs higher, despite a pickup in euro area bank lending at the end of the second quarter.
- Gilts also made gains, even though a UK retail survey signalled solid sales growth in July while also citing ongoing concerns about supply and labour shortages.
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26 July 2021
322 KB
PDF
- FOMC preview: lots of discussion, but no conclusions, on QE.
- GDP preview: firm results in Q2; still on track in H2.
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26 July 2021
152 KB
PDF
- New home sales: noticeable decline from downwardly revised results.
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26 July 2021
347 KB
PDF
- Bunds made modest losses while the latest ifo business survey pointed to firm current conditions but a slight softening of expectations.
- Gilts were little changed as MPC member Vlieghe signalled that he would not favour any change to monetary policy at next week’s BoE policy meeting.
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26 July 2021
1140 KB
PDF
- ESG-themed bonds continue to increase their share of total bond issuance.
- The EU is set to become the largest green bond issuer in the world with its NGEU programme.
- European Green Bond Standard and enhanced disclosure regulation set gold standards.
- ESG bonds in the primary market become increasingly commonplace among sub-debt issuers.
- ‘Greeniums’ at issue persist while only gradually levelling off in secondary due to increasing supply.
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23 July 2021
876 KB
PDF
- Bunds made modest losses at the longer end of the curve as the euro area flash PMIs suggested strengthening recovery momentum led by Germany.
- Despite some softer flash UK PMIs, Gilts made losses as the latest retail data reported firm sales in June.
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