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28 February 2022
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- International trade in goods: surging imports, wider deficit.
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28 February 2022
462 KB
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- While Spanish and Portuguese inflation data again surprised on the upside, euro area government bonds rallied as the Ukraine conflict persisted, sanctions generated financial instability in Russia, and ECB policymakers flagged concerns about the risks to the outlook.
- Gilts also rallied despite another upbeat survey of UK businesses.
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25 February 2022
222 KB
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- Income, consumption, prices: no letup on inflation; consumer spending firm.
- Durable goods orders: a jump in nondefense aircraft bookings; respectable elsewhere.
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25 February 2022
626 KB
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- Euro area government bonds made losses as French inflation data exceeded expectations and German GDP was revised up, while the ECB’s initial estimates of the possible impact of the Ukraine conflict on euro area economic activity was reported.
- Gilts rallied at the short end of the curve as UK consumer confidence fell sharply.
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25 February 2022
353 KB
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- U.S. economy: on track despite Omicron.
- Inflation and growth risks from the Russia-Ukraine situation.
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24 February 2022
242 KB
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- Revised GDP: slight upward adjustment to an already firm pace.
- New home sales: a partial give-back to strong gains in November and December.
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24 February 2022
423 KB
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- While wholesale energy prices leapt, Bunds made gains and BTPs outperformed as Russia’s invasion of Ukraine raised the prospect of a slower phasing out of ECB monetary policy stimulus than had been anticipated.
- While a survey pointed to growth in UK retail sales in February, Gilts also made gains.
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23 February 2022
427 KB
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- Bunds made losses at the short end of the curve, but made gains at the long end, as euro area inflation was confirmed at a series high but German consumer confidence deteriorated to a nine-month low.
- Gilts made gains at the short end as dovish BoE MPC member Sylvia Tenreyro said that “only a small amount of policy tightening” is required.
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