11 January 2022
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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10 January 2022
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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12 December 2018
Chris Scicluna
- Theresa May won the Tory Party confidence vote, but received the backing of fewer than two-thirds of her MPs.
- So, the result highlights significant divisions within her party and fails to reduce Brexit uncertainty.
- Nevertheless, her victory implies that there is still less support in the House of Commons for a ‘no deal’ Brexit than other Brexit scenarios.
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12 December 2018
Chris Scicluna
- Victory for May this evening won't represent a ringing endorsement for the PM, but will likely highlight the lack of support for a no-deal Brexit.
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24 July 2018
Dharshini David
- As Parliament breaks for the summer, the probability of “no deal” Brexit or a second referendum have risen.
- While a soft Brexit remains the central scenario, that will hinge on agreement on the Irish backstop arrangement
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