A Week in the Market: Activity Increases (15-19 January)

A Week in the Market: Activity Increases (15-19 January)

The news flow is gaining momentum, bringing more data, and the stock market activity steadily increases.

EUR: in a strong position

EUR: in a strong position

The eurozone will report on industrial production parameters, the ZEW economic sentiment index in November, and final inflation in December. The EUR will likely maintain a relatively strong position.

GBP: a potential decline

GBP: a potential decline

The UK is set to be active in the macroeconomic calendar, with December’s inflation report being one of the main releases. The consumer price index is expected to decrease from 3.9% to 3.8% y/y. If the forecast is accurate, the GBP exchange rate may slightly decline. The components of this release are essential.

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USD: focus on interest rate forecasts

USD: focus on interest rate forecasts

The US is gearing up to publish much data, from retail sales and industrial production in December to statistics on the real estate market and the Michigan consumer sentiment index. The main driver for the USD is forecasts about the Federal Reserve’s interest rate: positive developments in this issue may trigger a drop in the US dollar exchange rate.

JPY: signalling inflation

JPY: signalling inflation

Japan will release core inflation statistics. If the figure has decreased, this might be unfavourable news for the JPY: such statistics may negatively affect the Bank of Japan’s plans to abandon an ultra-soft monetary policy.

China: support for risk assets

China: support for risk assets

China is set to present a great deal of significant information, such as reports on the Q4 2023 GDP, data on fixed asset investments, and statistics on industrial production and the unemployment rate. Robust figures may provide support for assets linked to risk. However, unpleasant surprises are possible.

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