15 August 2022
Chris Scicluna
,
Emily Nicol
- China’s economic activity data for July miss expectations, with particular weakness in retail sales and property investment amid ongoing falls in home prices prompting surprise rate cut from the PBoC
- UK inflation set to reach a new high close to 10%Y/Y (Wednesday) amid tight labour market (tomorrow) despite ongoing weakness in retail sales and extremely weak consumer confidence (Friday)
- Wednesday will be the main focus in the US, with retail sales data and the latest Fed minutes due
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08 August 2022
Emily Nicol
- US inflation key focus this week – headline inflation expected to ease, but core rate to be higher
- Chinese trade surplus hits a series high; inflation likely to show underlying price pressures remain subdued
- UK GDP likely to confirm the economy contracted in Q2
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01 August 2022
Emily Nicol
- Chinese PMIs flag downside risks to recovery at start of Q3
- BoE expected to hike Bank Rate by 50bps and publish its plans for active Gilt sales
- US ISM surveys and employment report focus
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25 July 2022
Emily Nicol
- US Q2 GDP data published on Thursday
- In the euro area, July CPI data and Q2 GDP data the highlights
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22 July 2022
Chris Scicluna
,
Emily Nicol
- Japanese headline inflation eases slightly in June as fresh food prices drop and energy inflation was limited by policy measures
- Japan’s flash PMIs surprise on the downside in July as supply constraints and higher cost burdens weigh
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