Economic Indicators and Prospects
US S&P Global Manufacturing #PMI Jan P: 46.8 (est 46.0; prev 46.2)
— LiveSquawk (@LiveSquawk) January 24, 2023
– Services PMI: 46.6 (est 45.0; prev 44.7)
– Composite PMI: 46.6 (est 44.7; prev 45.0)https://t.co/JBB56ofsyo pic.twitter.com/VnwmehdMxw
U.S. Mid-Atlantic Factory Activity Swung to Contraction in January — Richmond Fed https://t.co/llXWpkWa2F
— ✊ #nowtesdefi CRYPTO NEWS CHANNEL ➡️NFTS ➡️ALTS (@nowtesdefi) January 24, 2023
*Focus on Labour Market
4 spikes in new home supply.
— Jeff Weniger (@JeffWeniger) January 24, 2023
4 spikes in unemployment.
Now, a 5th spike in new home supply.
Unemployment up in both 2023 & 2024, if you ask me. pic.twitter.com/XUivj677S5
Layoffs announcement month to date. pic.twitter.com/HxKtNfLyUB
— Sven Henrich (@NorthmanTrader) January 24, 2023
The UBS Evidence Lab data measure of job openings has been moving down steadily since Q2 of last year. The BLS measure of openings has lagged and may be overstating labor market tightness. pic.twitter.com/VQ9zf1HBPX
— FxMacro (@fxmacro) January 24, 2023
Y'all still think wages will continue to accelerate? pic.twitter.com/sJho14mLrR
— AndreasStenoLarsen (@AndreasSteno) January 24, 2023
*Housing
🇺🇸 As Thousands Fall Behind on #Rent, Public #Housing Faces ‘Disaster’ – NYThttps://t.co/9rD0cQu3Xk
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
Monetary Policy
🇺🇸 #Fed | The Case for the Federal Reserve to Pause Right Now – Bloomberghttps://t.co/YfBcucMIFm pic.twitter.com/T2yNiK8ewG
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
🇺🇸 Bond Traders Hedge Prospect That This May Be #Fed’s Last Hike – Bloomberghttps://t.co/KK9fIlTO5G pic.twitter.com/3wksIDxTIr
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
🇺🇸 Debt-Limit Fight Risks Early End to #Fed Quantitative Tightening – Bloomberghttps://t.co/kttsfcSfYQ pic.twitter.com/GpHgBEJQ13
— Christophe Barraud🛢🐳 (@C_Barraud) January 24, 2023
Another way to measure easing/tightening: @Bloomberg Financial Conditions Index has risen (eased) back to where it was in February 2022, when fed funds rate was at 0% pic.twitter.com/23StqMd1OB
— Liz Ann Sonders (@LizAnnSonders) January 24, 2023
Fiscal Policy
EXCLUSIVE: Patrick McHenry, who has emerged as a critical player in the House’s narrow GOP majority, warned Republicans of the ramifications of a catastrophic debt default https://t.co/ezaODjJPQ9
— Bloomberg (@business) January 24, 2023
Trade, Supply Chain and Geopolitics
Yellen: Japan, EU Would Need New Trade Deals Under EV Subsidy Rules – @WSJhttps://t.co/gHgXxahMMa
— LiveSquawk (@LiveSquawk) January 24, 2023
NEW: The Biden administration is set to announce it will send M1 Abrams battle tanks to Ukraine, reversing a longstanding position in an effort to persuade Germany to provide tanks of its own https://t.co/8UXqGng9MJ
— Bloomberg (@business) January 24, 2023
Economic Indicators and Prospects
🇨🇳 #China’s record $2.6tn rise in savings fuels ‘revenge spending’ hopes – FThttps://t.co/kK2AqWuRpY pic.twitter.com/erLGpW23Hh
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
Japan Cuts Economic View As Exports To Asia Weaken – RTRS https://t.co/SoFM4oWySK
— LiveSquawk (@LiveSquawk) January 25, 2023
Australian Inflation Hits 33-Year High On Energy Costs And Tourism Rebound – FT https://t.co/yrELUERzFz
— LiveSquawk (@LiveSquawk) January 25, 2023
New Zealand inflation held near a three-decade high in the fourth quarter, keeping pressure on the central bank to continue raising rates https://t.co/fJwWlm2BME
— Bloomberg Economics (@economics) January 24, 2023
Monetary Policy
🇯🇵 #Japan | #BOJ Owns More Than 100% of Some Debt as Bonds Go Round and Round – Bloomberg
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
*(Some securities are counted twice in the ownership data).https://t.co/Co3VXHYPB9 pic.twitter.com/HxI9ZG1kJV
New BoJ Governor Likely To Move Away From Special Stimulus, Ex-Official Says – BBGhttps://t.co/viWPKz1l6T
— LiveSquawk (@LiveSquawk) January 25, 2023
Bank Of Thailand Raises Key Rate By 25bps To 1.50%; Est. 1.50%
— LiveSquawk (@LiveSquawk) January 25, 2023
Trade, Supply Chain and Geopolitics
🇨🇳🌎 Shipping hurt by weak demand for Chinese goods – FThttps://t.co/Y378wVNRHP
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
Economic Indicators and Prospects
🇩🇪 *IFO JAN. GERMAN BUSINESS CONFIDENCE INDEX RISES – BBG
— Christophe Barraud🛢🐳 (@C_Barraud) January 25, 2023
*GERMANY JAN. IFO BUSINESS CONFIDENCE INDEX 90.2; EST. 90.3
*GERMANY JAN. IFO CURRENT ASSESSMENT INDEX 94.1; EST. 94.9
*GERMANY JAN. IFO EXPECTATIONS INDEX 86.4; EST. 85.3
The IFO gap suggests that the excessive pessimism is being corrected.
— Stephane Deo (@StephaneDeo) January 25, 2023
The survey points to a positive, albeit very slim, growth in Q1. pic.twitter.com/YVBbNvGCxl
We’ve published data for November and December 2022’s producer price inflation (PPI), as well as an updated back series.
— Office for National Statistics (ONS) (@ONS) January 25, 2023
➡️ https://t.co/oUOtloBNPp
UK factory price inflation eases to the slowest level in almost a year https://t.co/Y3ItVm04wJ via @PhilAldrick pic.twitter.com/3laBKLFFMf
— Zoe Schneeweiss (@ZSchneeweiss) January 25, 2023
Housing
First-time homebuyers are teaming up to get on the UK housing ladder https://t.co/H84YPBKH8U via @_DamianShepherd pic.twitter.com/9ugYW0y6gQ
— Zoe Schneeweiss (@ZSchneeweiss) January 25, 2023
Monetary Policy
The Swiss National Bank is turning into a seller of foreign currency https://t.co/1H3aO02btR via @bbenrath pic.twitter.com/lJozYtxG6l
— Zoe Schneeweiss (@ZSchneeweiss) January 25, 2023
Energy
Italy braces for disruption as gas stations begin strike https://t.co/mJkAEAxAzv via @chiaraalbanese pic.twitter.com/QMdJICLY7X
— Zoe Schneeweiss (@ZSchneeweiss) January 25, 2023
Trade, Supply Chain and Geopolitics
NATO allies break logjam on tanks for Ukraine: Brussels Edition https://t.co/6O3V2ZXHHw via @KevinWhitelaw1 pic.twitter.com/EPrEwWmWSX
— Zoe Schneeweiss (@ZSchneeweiss) January 25, 2023
Sweden seeks to calm Turkey tensions running high over NATO bid https://t.co/U5p6p69v7p via @CJungstedt @trabanton @pohjanka pic.twitter.com/yFNveuEYN3
— Zoe Schneeweiss (@ZSchneeweiss) January 24, 2023
⚠ #WeekAhead: Week 4 (2023) ⚠
— Christophe Barraud🛢🐳 (@C_Barraud) January 23, 2023
🇨🇦 #BOC Meeting
🇯🇵 #BOJ Minutes
🇪🇺 #ECB Speakers
🌎 Flash PMIs
🇺🇸 U.S. GDP
🇪🇸 Spanish GDP
…https://t.co/wIDbXSpk2n
ASML Chief: Chip Demand Expected To Bounce Back By Mid-2023 – FT https://t.co/zWJxx8b7Sr
— LiveSquawk (@LiveSquawk) January 25, 2023