Morning Brief: Fed Members Turning More Hawkish, Supply Chain Disruptions from China Gain Traction
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.
— Christophe Barraud🛢🐳 (@C_Barraud) January 13, 2022
*Link: https://t.co/C0Iokg7tFM pic.twitter.com/IdLUBKSkG6
🇺🇸 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
Monetary Policy
🇺🇸 #Fed’s Daly Joins Camp That Sees Rate Liftoff as Early as March – Bloomberghttps://t.co/SBeIVzkDJV
— Christophe Barraud🛢🐳 (@C_Barraud) January 13, 2022
🇺🇸 #Fed official open to more than three US rate rises this year – FT
— Christophe Barraud🛢🐳 (@C_Barraud) January 13, 2022
*President of Philadelphia branch would support further tightening if ‘very bad’ inflation worsenshttps://t.co/djQ6F7yMxY
Trade, Supply Chain & Geopolitics
Asia
Economic Indicators and Prospects
Housing
Trade, Supply Chain & Geopolitics
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
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.
— Liz Truss (@trussliz) January 13, 2022
My priority is protecting peace in Northern Ireland and the Belfast (Good Friday) Agreement.
Other Areas And Global Economy
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