Morning Brief: Fed Members Turning More Hawkish, Supply Chain Disruptions from China Gain Traction

13 January, 2022

Americas

Economic Indicators and Prospects

🇺🇸 Online Holiday Spending in the U.S. Grew at the Slowest Rate in Years – Bloomberghttps://t.co/23kpXQRhj6
— Christophe Barraud🛢 (@C_Barraud) January 12, 2022

🇺🇸 The expenditures component of the Cass Freight Index, which measures the total amount spent on freight, rose to another new record level of 4.419, up 44% y/y in December and 3.4% m/m.
*Link: https://t.co/C0Iokg7tFM pic.twitter.com/IdLUBKSkG6
— Christophe Barraud🛢 (@C_Barraud) January 13, 2022

🇺🇸 U.S. consumer prices increase strongly in December – Reutershttps://t.co/sXKHpIRjJb
— Christophe Barraud🛢 (@C_Barraud) January 12, 2022

CPI breakdown pic.twitter.com/adSHPPdY94
— zerohedge (@zerohedge) January 12, 2022

Inflation Surge Is On Many US Executives’ List Of 2022 Worries – WSJhttps://t.co/D7fIelt5Zc
— LiveSquawk (@LiveSquawk) January 13, 2022

Housing

https://twitter.com/C_Barraud/status/1481279110764806147

https://twitter.com/C_Barraud/status/1481587112856240130

Monetary Policy

https://twitter.com/C_Barraud/status/1481501606088781832

https://twitter.com/C_Barraud/status/1481494979616948228

🇺🇸 #Fed’s Daly Joins Camp That Sees Rate Liftoff as Early as March – Bloomberghttps://t.co/SBeIVzkDJV
— Christophe Barraud🛢 (@C_Barraud) January 13, 2022

https://twitter.com/C_Barraud/status/1481497070649450497

https://twitter.com/C_Barraud/status/1481500368831922177

🇺🇸 #Fed official open to more than three US rate rises this year – FT
*President of Philadelphia branch would support further tightening if ‘very bad’ inflation worsenshttps://t.co/djQ6F7yMxY
— Christophe Barraud🛢 (@C_Barraud) January 13, 2022

Trade, Supply Chain & Geopolitics

https://twitter.com/C_Barraud/status/1481501713534226435

Asia

Economic Indicators and Prospects

https://twitter.com/C_Barraud/status/1481512020868571137

https://twitter.com/C_Barraud/status/1481510443546038272

Housing

https://twitter.com/C_Barraud/status/1481521755223121920

Trade, Supply Chain & Geopolitics

https://twitter.com/C_Barraud/status/1481507394664415233

https://twitter.com/C_Barraud/status/1481508706542051328

https://twitter.com/C_Barraud/status/1481542776491847685

Europe

Covid-19

French Government Minister Lemoyne Announces Further Easing Of Covid Travel Restrictions Between France And UK
— LiveSquawk (@LiveSquawk) January 13, 2022

Economic Indicators and Prospects

Britain’s labor market slowed from near record levels of job creation as coronavirus infections surged last month, a survey shows https://t.co/IaF5W5RkxQ
— Bloomberg Economics (@economics) January 13, 2022

Monetary Policy

https://twitter.com/C_Barraud/status/1481585406005108738

Poland’s Senate confirmed two new members of the central bank’s rate-setting council, marking a shift in the 10-member body toward more aggressive tightening https://t.co/C980wXU3HS
— Bloomberg Economics (@economics) January 13, 2022

Politics

Read the full transcript of Bruno Le Maire's chat with @MyStephanomics about Macronomics here: https://t.co/CxLdUOBlA4
— Bloomberg Economics (@economics) January 13, 2022

UK Politics: What Happens Next ? – Politicohttps://t.co/NAgjDa359C pic.twitter.com/RZedXb3XCJ
— LiveSquawk (@LiveSquawk) January 13, 2022

Trade, Supply Chain & Geopolitics

I look forward to welcoming @MarosSefcovic to Chevening this morning for constructive talks.

My priority is protecting peace in Northern Ireland and the Belfast (Good Friday) Agreement.
— Liz Truss (@trussliz) January 13, 2022

Other Areas And Global Economy

https://twitter.com/C_Barraud/status/1480471986501558276

The CRB Commodity Index closed at its highest level in over 7 years, up 142% from the low in April 2020. $CRB pic.twitter.com/fUY48v24wD
— Charlie Bilello (@charliebilello) January 13, 2022