Today's Economy Capital Market View: Supersize It? Fed's Bullard puts support behind a 50-basis point hike in March. LatAm Daily Briefing: Brazil’s Clear Monetary Path Double-digit inflation spurs ongoing rate hikes. EU Winter Forecasts See Inflation Below Target Next Year The forecast could complicate the case for the ECB tightening sooner. Europe Daily Briefing: Riksbank Holds Course Sweden’s Riksbank opted against hiking rates but revised forward guidance. » VIEW MORE TODAY'S ECONOMY
Commentary A Deeper Look at U.S. Regional Migration Equifax data offer an examination of exactly where people moved to and from and shed light on key patterns. Global Vaccine Tracker: Outlook for International Travel The most likely situation is that international arrivals endure a sluggish and bumpy recovery over 2022 and 2023. Will the European Central Bank Blink? Higher-than-expected inflation in January could prompt the ECB to hike rates earlier than planned. Japan Risk Matrix Update: Virus Strategy at a Crossroads A worsening of the COVID-19 situation remains the key risk to the outlook. » VIEW MORE COMMENTARY
Today's Economic Indicators
India Monetary Policy Feb. 2022: 4% As expected, the Reserve Bank of India kept its benchmark policy rate unchanged at 4% in its February meeting. Denmark Consumer Price Index Jan. 2022: 4.3% y/y Denmark’s overall consumer price index increased by 4.3% y/y and 1.4% m/m in January from December. Finland Industrial Production Dec. 2021: 3.1% m/m Finland’s industrial production finished the year on a positive note, expanding by 3.1% m/m after an upwardly revised 0.8% increase in November. Norway Consumer Price Index Jan. 2022: 3.2% y/y Norway’s consumer price index took a step back in January. Indonesia Monetary Policy Feb. 2022: 3.50% Bank Indonesia kept its key seven-day reverse repurchase rate unchanged at 3.5%, marking a full year of record-low policy rate. Sweden Monetary Policy Feb. 2022: 0.0% The Riksbank left its one-week repurchase rate unchanged at 0% at its February meeting. Austria Industrial Production Dec. 2021: -4.0% m/m Austrian industrial production contracted 4% m/m in December, a substantial drop after the 2% m/m increase in November. Portugal Consumer Price Index Jan. 2022: 3.3% Portugal’s CPI rose to 3.3% year over year in January, up from 2.7% in December. In monthly terms, prices rose 0.3%. United States Jobless Claims February 05: 223,000 U.S. initial claims for unemployment insurance declined again following a temporary COVID-19 Omicron-related increase. United States Consumer Price Index Jan. 2022: 0.6% m/m The January U.S. consumer price index keeps the pressure on the Federal Reserve to raise the target range for the fed funds rate in March. Netherlands Consumer Price Index Jan. 2022: 6.4% y/y Consumer price inflation accelerated from 5.7% y/y in December to 6.4% y/y in January. Netherlands Industrial Production Dec. 2021: 12.7% y/y Manufacturing production increased 12.7% y/y in December, picking up its pace from 11% y/y in November. United States St. Louis Fed Financial Stress Index February 04: -0.77 Financial stress eased last week as the St. United States MBA Delinquency Rates 2021Q4: 4.65% Mortgage delinquency rates dropped 23 basis points to 4.65% in the fourth quarter of 2021, according to the Mortgage Bankers Association's survey. United States NAR Metro Prices 2021Q4: 14.6% y/y The national median sale price of an existing single-family home increased at a slower pace during the fourth quarter, rising 14.6% from a year earlier. United States Natural Gas Storage Report February 04: -222 bil cubic feet Last week’s draw in natural gas stocks roughly matched analyst predictions. United States Treasury Budget Jan. 2022: $118.7 bil Federal fiscal conditions are improving from fiscal 2021, when the economy was weaker and fiscal policy was in overdrive. Mexico Monetary Policy Feb. 2022: 6.00% The Bank of Mexico started the year prescribing another rate hike in February to fight the above-target inflation. Malaysia GDP 2021Q4: » VIEW MORE ECONOMIC INDICATORS |