Hints and tips:
...The PCE measure follows a different methodology that doesn’t show the same persistent upside that the CPI measure shows....
...Following the publication of the CPI data, traders adjusted their expectations of interest rate cuts this year....
...The US only has little more than trade figures and the annual consumer price index (CPI) inflation rate revisions, while China looks to CPI, producer price index (PPI) inflation and credit aggregates....
...The low CPI growth indicates weak domestic demand, a persistent problem for the country....
...Japan: February consumer price index (CPI) inflation rate data UK: British Retail Consortium’s February Shop Price Index US: January durable goods orders data Results: Abrdn FY, AES Corp Q4, Agilent Technologies...
...If January’s relative weakness has a tidy explanation, it is that a slightly hotter than expected December CPI inflation report was matched with signs that employment and consumption are still quite warm...
...Brands FY, Informa trading update, Land Securities HY, Oxford Instruments HY, RWE Q3, Sumitomo Mitsui Financial Group HY, Toshiba Q2, Vodafone HY, Wise HY Wednesday Rupert Murdoch steps down as News Corp...
...trading statement, Currys peak trading quarter update, Elementis trading update, Flutter Entertainment Q4 trading statement, HB Fuller Q4, JB Hunt Transport Services Q4, Kier Group trading update, M&T Bank Corp...
...The orange line shows how high annual inflation could conceivably rise, assuming flat monthly CPI readings at 46 basis points (the 2020-23 average)....
...Privatised infrastructure assets in the UK — including the electricity, gas and water networks — benefit from rising inflation because their returns are set by the regulator and linked to either the CPI...
...inflation rate data Results: Alibaba Q1, Allianz Q2, Deliveroo H1, Eneos Holdings Q1, HelloFresh H1, News Corp FY, Novo Nordisk Q2, Orsted H1, Persimmon H1, Petrofac H1, Rakuten H1, Ralph Lauren Q1, RWE...
...’Grady and Bank of Italy deputy governor Alessandra Perrazzelli are all due to speak at an Irish central bank conference EU: eurozone retail sales figures Germany: final October consumer price index (CPI...
...The strategists modelled increases in interest costs in a few different scenarios based on CPI (which we must presume means different Fed policy-rate regimes and/or long-end yields)....
...TKH Group FY, Travis Perkins FY Wednesday Australia: Q4 GDP figures Canada: Bank of Canada interest rate decision Germany: February trade balance figures South Korea: February consumer price index (CPI...
...And if we’ve done our maths right — pls email us if we haven’t — motor-vehicle insurance costs have accounted for 18 per cent of the increase in unadjusted CPI from April to May. That’s . . . insane?...
...Singapore: CPI for July. South Africa: CPI for July. UK: flash purchase managers’ index for August....
...Media businesses dominate the earnings reports this week, in particular the quarterly results from Rupert Murdoch’s two titans of broadcasting and newspapers: Fox and News Corp....
...economic forecast for GDP, inflation, employment and public finances India, April wholesale price index (WPI) inflation rate measure Results: Bridgestone Q1, Currys trading update, Diploma H1, Suzuki Motor Corp...
...data for March US, Federal Reserve releases its Beige Book UK Consumer Price Index (CPI) data for March UK, house price index update for March Results: Tesla Q1, IBM Q1, Morgan Stanley Q1, Equifax Q1...
...Elsewhere, the US has trade, consumer credit, preliminary Michigan Sentiment and annual consumer price index (CPI) inflation rate revisions, Germany publishes its delayed CPI data along with factory orders...
...Enlightenment can be found somewhere, somehow, within this GDP/CPI zodiac constellation from Goldman Sachs: Of course, past performance on inflation forecasting is often indicative of future returns....
...Q3, FirstGroup H1, Honda Q2, ITV Q3 trading update, J D Wetherspoon Q1 trading update, Kirin Holdings Q3, M&S H1, National Australia Bank FY, Nissan Motor Corp H1, Tata Motors Q2, Taylor Wimpey trading...
...It now expects CPI to fall from the current 10.1 per cent to 5.1 per cent in the fourth quarter of 2023, instead of its previous forecast of 3.9 per cent....
...Monday Japan, June trade balance figures Results: AIG Q2, BioNTech Q2, News Corp FY, NTT Group Q1, Porsche H1 Tuesday Brazil, monthly inflation data Hungary, July consumer price index (CPI) figures...
...From the WSJ: “I like to call it the ‘golden handcuffs’ of mortgage rates,” said Odeta Kushi, deputy chief economist at First American Financial Corp....
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