News on South Korea’s industrial production, retail sales, and inflation are among the main events, along with key data on ...
This week's central bank meetings have not been explosive for FX markets, but have provided some support to sterling and weighed on the yen. We note in the overnight release of US Treasury TIC data ...
The Bank of Japan opted for a widely expected 25bp hike and kept the door to future hikes open, though Governor Kazuo Ueda's comments were rather neutral on forward guidance. The November CPI matched ...
Order books and business outlook improved markedly in services. Tourism led the way here, with confidence back to March 2024 levels – likely boosted by demand linked to the upcoming Milan-Cortina ...
In terms of the GDP report itself, the details will likely show that tech investment is a key driver of growth, while consumer spending was held up by high-income households. Fourth quarter GDP growth ...
Overall, December confidence data supports the view of a very gradual recovery in Italy’s economy. On the supply side, services remain the main driver. On the demand side, the upcoming Winter Olympics ...
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