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12 March 2024
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- CPI: ongoing pressure in core services
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8 March 2024
336 KB
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- Despite a pickup in German industrial production, Bunds made gains as euro area national accounts figures confirmed that wages and unit labour costs growth slowed in Q4.
- Gilts also made modest gains on a quiet day for UK economic news.
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8 March 2024
336 KB
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- January employment: solid but previous data revised notably lower
- Average hourly earnings: moderation after a weather-influenced jump in January
- Other employment data: suggestive of easing in previously tight labor market conditions
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7 March 2024
297 KB
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- Bunds made gains as the ECB revised down significantly its inflation outlook and Lagarde signalled that the June meeting was live for a first rate cut.
- Gilts made losses as a BoE survey reported little improvement in firms’ inflation expectations, while wage growth was also expected to remain above rates consistent with inflation returning to target.
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6 March 2024
284 KB
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- Bunds were little changed on the day as euro area retail sales remained subdued and a construction sector survey remained consistent with contraction.
- Gilts made gains as the UK Chancellor resisted political pressures and announced a relatively modest fiscal easing that should have little impact on the BoE’s forthcoming monetary policy decisions.
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5 March 2024
275 KB
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- Bunds followed USTs higher as euro area producer prices fell again and French industrial production data disappointed.
- Gilts also made gains as a UK retail survey pointed to weak sales in February.
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1 March 2024
385 KB
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- Bunds closed little changed on the day as the flash estimates of euro area headline and core inflation in February surprised slightly on the upside but maintained their downtrends.
- Gilts also ended the day little changed even as the Nationwide UK house price index rose on a year-on-year basis for the first time in 13 months.
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1 March 2024
525 KB
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- Economic activity: on track in Q1, although off the firm pace in 23-Q4
- ISM manufacturing: a disappointing read on the factory sector
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