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UK GDP fell short of expectations in February

11 April 2022

Emily Nicol
  • UK GDP fell short of expectations in February as manufacturing bottlenecks weighed on output and the slowdown in vaccination activity partly offset a rebound in tourism-related activity
  • Despite ticking higher in March, Chinese consumer price inflation remained subdued at just 1.5%Y/Y; PPI inflation also fell back to an eleven-month low, raising expectations that the PBoC will provide further support to flagging domestic demand this week
  • US and UK CPI inflation figures for March set to jump to new 40-year and 30-year highs respectively

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UK labour supply and demand imbalances continue

08 April 2022

Emily Nicol
  • Japanese consumers the most downbeat since the start of 2021 amid higher price expectations; economy watchers were given a boost by the lifting of Covid-related restrictions with the headline sentiment index up to a three-month high
  • UK report on jobs continued to flag ongoing labour supply and demand imbalances which drove permanent starting salaries to a survey high.

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Japanese consumption falls

07 April 2022

Emily Nicol
  • Japanese consumption declined for third consecutive month; BoJ consumer opinion survey suggests households’ financial situations will continue to deteriorate.
  • German industrial production ekes out modest increase in February.
  • ECB account from the March Governing Council meeting to offer insight into debate on the expected economic impact of Russia’s invasion of Ukraine.

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German factory orders weaker than expected

06 April 2022

Chris Scicluna
, 
Emily Nicol
  • Chinese Caixin services PMI plummets to its lowest level since February 2020 to signal sharp contraction amid rising Covid cases and tighter restrictions.
  • Euro area PPI inflation set to rise to new series high; construction PMIs likely to suggest ongoing expansion in sector at end-Q1.
  • Fed’s minutes of its March policy meeting should provide further plenty of information on the FOMC’s plans to reduce its balance sheet.

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German goods trade data surprised on the upside

04 April 2022

Chris Scicluna
, 
Emily Nicol
  • German goods trade data surprised on the upside as exports jumped on strong demand from other euro area member states, while shipments to Russia fell sharply as sanctions were tightened towards the end of the month.
  • The FOMC minutes from 16-March meeting and the ECB account from the 10-March meeting will be watched closely for further insights into the near-term path for policy.

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