06 December 2022
Chris Scicluna
,
Emily Nicol
- Japan’s household spending figures for the start of Q4 beat expectations, but outlook remains weak; Kuroda reiterates that it’s too soon to review the details of the BoJ’s monetary policy framework
- ECB Chief Economist Lane implied that he will advocate a 50bp hike at next monetary policy meeting
- UK retail survey pointed to a boost to the value of sales in November
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05 December 2022
Emily Nicol
- Euro area retail sales expected to have fallen sharply as household budgets continue to be squeezed by high inflation; ECB consumer survey to be watched for any pickup in inflation expectations
- UK retail survey this week likely to suggest weak consumer spending last month despite Black Friday discounting; BoE inflation attitudes survey to be watched for any signs of de-anchoring in medium-term expectations
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01 December 2022
Chris Scicluna
,
Emily Nicol
- German retail sales slumped in October
- Euro area unemployment rate expected to have moved sideways at a series low
- UK house prices fell in November by the most since the start of the pandemic
- After Powell hinted yesterday evening that a smaller rate hike was on the cards this month, today will bring personal income and spending figures from the US
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30 November 2022
Emily Nicol
- Chinese PMIs disappoint in November, with a marked deterioration in manufacturing and non-manufacturing conditions
- While French inflation moved sideways, a sharp drop in Dutch inflation along with declines in Germany and Spain will see flash euro area inflation estimate fall back
- UK shop price inflation jumps to a new series high
- All eyes on Fed Chair Powell’s keynote speech for hints on near-term policy
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29 November 2022
Emily Nicol
- Early estimates from the Länder suggests that German inflation eased by around ½ppt in November
- European Commission’s surveys likely to signal a stabilisation of sentiment in November
- BoE bank lending figures to show subdued consumer credit growth and drop in mortgage approvals
- US consumer confidence set to weaken as house prices continue to fall
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