Incoming UK Prime Minister Johnson to reveal his Brexit plans in acceptance speech We think that July’s PMIs remained consistent with a sharp slowdown in growth in the US … … and with subdued growth in the euro-zone Key Market Themes There was little …
23rd July 2019
Boris Johnson is likely to win the UK Conservative Party leadership election We expect interest rates to be cut by 50bp in Nigeria, but remain on hold in Hungary Euro-zone consumer confidence probably edged up in June (16.00 BST) Key Market Themes While …
22nd July 2019
We think that Japan’s headline CPI inflation dropped to 0.6% y/y in June (00.30 BST) Canada’s retail sales are likely to have edged up in May (13.30 BST) University of Michigan US consumer confidence index probably rose a bit in July (15.00 BST) Key …
18th July 2019
We expect central banks in South Africa, Indonesia and Korea to cut their policy rates Annual growth in Japan’s exports and imports probably remained negative (00.50 BST) The Teranet index is likely to show that Canada’s house price inflation fell further …
17th July 2019
UK CPI inflation was probably unchanged at 2.0% y/y last month (09.30 BST) We think that the euro-zone inflation rate for June will be revised upwards (10.00 BST) End of plant shutdowns probably supported Canada’s manufacturing sales in May (13.30 BST) …
16th July 2019
Key Market Themes We think that China’s economy lost further momentum in Q2 (Monday) Weather-related disruptions probably weighed on US industrial output in June (Tuesday) Japan’s exports and imports are likely to have fallen in June (Thursday) Since oil …
12th July 2019
China’s export and import growth probably remained weak in June Rebound in euro-zone industrial production unlikely to offset fully April’s fall (10.00 BST) US core producer price inflation may have been boosted by the increase in tariffs (13.30 BST) Key …
11th July 2019
Fed minutes from June meeting are likely to take a back seat after Powell’ testimony We think that Sweden’s inflation fell below 2% last month (08.30 BST) US core consumer prices probably picked up in June (13.30 BST) Key Market Themes Today’s strong hint …
10th July 2019
UK MPs to launch fresh bid to stop next PM forcing through a “no-deal” Brexit Japan’s wage growth data continue to be distorted by change in methodology (00.30 BST) Powell could provide clarity on possible July rate cut at the Boston Fed conference Key …
8th July 2019
Fed Chair might provide clarity on rate cut prospects in semi-annual testimony (Wednesday) US inflation may have been boosted in June by the increase in tariffs on Chinese goods We think that euro-zone industrial production edged up in May (Friday) Key …
5th July 2019
We estimate that US non-farm payroll employment rose by 125,000 in June … (13.30 BST) … and think that wages rose by about 0.3% m/m (13.30 BST) Canada’s employment probably increased by only 10,000 last month (13.30 BST) Key Market Themes We doubt that …
4th July 2019
We think that inflation in Switzerland moved closer to zero in June (07.30 BST) Euro-zone retail sales are unlikely to have rebounded in May (10.00 BST) The National Bank of Romania will probably leave its policy rate at 2.50% (13.00 BST) Key Market …
3rd July 2019
We think that Turkey’s CPI inflation fell sharply last month (08.00 BST) The US ISM non-manufacturing index probably dropped back in June (15.00 BST) The central banks of Sweden and Poland are likely to leave their policy rates unchanged Key Market Themes …
2nd July 2019
European Commission unlikely to recommend formal disciplinary action against Italy We expect the Reserve Bank of Australia to cut its policy rate to 1.00% (05.30 BST) Brazil’s monthly industrial production growth was probably quite weak in May (13.00 BST) …
1st July 2019
China’s Caixin manufacturing PMI probably edged lower in June (Monday) The RBA is likely to cut its policy rate to 1.00% (Tuesday) We estimate that US non-farm payroll employment rose by 125,000 in June (Friday) Key Market Themes Another trade truce at …
28th June 2019
We estimate that Japan’s industrial production increased by 1.8% m/m in May (00.50 BST) Switzerland’s KOF Economic Barometer index probably rose in June (08.00 BST) US personal spending data are likely to point to rising consumption growth (13.30 BST) Key …
27th June 2019
Japan’s retail sales values probably rebounded in May (00.50 BST) We think that economic sentiment in the euro-zone remained subdued (10.00 BST) Mexico’s central bank is likely to stand pat for now (19.00 BST) Key Market Themes Unlike most other G10 …
26th June 2019
Fed Chair Jerome Powell due to speak about monetary policy (Tuesday) We expect the RBNZ to stand pat this week, but cut its policy rate later this year (03.00 BST) We think that US durable goods orders fell sharply in June (13.30 BST) Key Market Themes …
25th June 2019
We think that Hungary’s central bank will raise its overnight deposit rate (13.00 BST) US Conference Board consumer confidence index probably fell back in June (15.00 BST) Fed Chair Jerome Powell’s CFR interview might give details about dovish shift …
24th June 2019
