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UK GDP above pre-crisis level

Chris Scicluna
Emily Nicol
  • Chinese exports beat expectations for a 5th successive month with broad based gain.
  • Japanese producer prices fell for first time since November 2020, as prices of petroleum and coal products slipped back at the end of last year
  • Euro area goods trade surplus likely narrowed further on the back of higher import prices.

 

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BoJ raises economic assessment for all nine regions

Chris Scicluna
Emily Nicol
  • Japan’s economy watchers headline index rose in December but Reuters Tankan reports moderation in manufacturing in January.
  • Chinese CPI inflation drops to 1.5%Y/Y and PPI inflation drops to 10.3%Y/Y.
  • Bank of France survey suggests activity held up well at the end of 2021 despite latest pandemic wave.

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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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