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The BoJ signals a pickup in Japanese consumption

Chris Scicluna
Emily Nicol
  • The BoJ's consumer opinion survey reports a more upbeat assessment of the economic outlook and a notable jump in consumers’ expectations for inflation in the year ahead.
  • Surveys suggest that UK spending on the high street held up relatively well at the end of the year despite some inevitable payback for November’s strength
  • Spanish industrial production surges in November.

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US and Chinese inflation data key focus in the week ahead

Chris Scicluna
Emily Nicol
  • Japanese dataflow to get underway tomorrow with BoJ figures on private consumption; surveys to provide an update on conditions around the turn of the year.
  • Euro area labour market, IP and trade numbers due this week.
  • November GDP report on Friday the highlight in the UK.

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Morning comment: No BoJ surprises

Chris Scicluna
  • After the BoJ pulled no surprises overnight, all eyes remain on the bond market. 

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Did the Fed bottle it?

The Fed’s decision last night not to start its tapering process, in spite of almost universal expectations fuelled by the Fed itself that it would, has been both welcomed by financial markets, which have rallied hard in its aftermath, and characterised as the...

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Cyprus’ missed opportunity?

Last week saw the much-diminished Cypriot banking system finally re-open, albeit with onerous capital controls in place. These include limits on credit card transactions, daily withdrawals, money transfers abroad and the cashing of cheques...

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