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19 September 2023
269 KB
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- Bunds made losses even as euro area headline inflation was revised slightly lower in August, while most measures of underlying price pressures continued to improve.
- Gilts bucked the global trend making modest gains on a quiet day for UK economic news.
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15 September 2023
506 KB
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- FOMC preview: a hawkish pause with new dot plot potentially signaling fewer cuts in out years
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14 September 2023
313 KB
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- Bunds rallied as the ECB raised rates but signalled the likelihood that the peak in rates has been reached.
- Gilts also rallied as a UK residential property market survey indicated an acceleration in house price declines over the summer.
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13 September 2023
250 KB
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- As a report suggested that the ECB would revise up its 2024 inflation projection tomorrow, Bunds made losses despite a larger-than-expected fall in euro area industrial production in July.
- Gilts rallied as UK GDP fell further than expected in July.
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12 September 2023
290 KB
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- Bunds made modest losses as a German survey signalled that investors are a touch less downbeat about the outlook despite increased expectations of contraction in Q3.
- Despite UK wage growth remaining very high, Gilts made gains as today’s labour market data reported the steepest drop in employment since the first wave of the pandemic and, before that, the global financial crisis.
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8 September 2023
555 KB
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- Forecast update: brisk near-term growth, but odds still favor recession next year
- Monetary policy: FOMC to maintain restrictive policy “for some time” to combat sticky inflation
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7 September 2023
342 KB
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- Bunds made gains as euro area GDP growth in Q2 was revised down and German industrial production fell for a third successive month.
- Gilts also made gains as UK business inflation expectations moderated.
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6 September 2023
280 KB
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- ISM services: firm in August
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