Germany October preliminary CPI +4.5% vs +4.4% y/y expected 0 (0)

Latest data released by Destatis – 28 October 2021
Base effects have some role to do with this amid the VAT reduction in the second half of last year but the trend across the region is undeniable as rising cost pressures and import/producer prices are also feeding through to consumer inflation now.

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Watch: ECB president Lagarde press conference at 1230 GMT 0 (0)

The market will poke an prod at Lagarde’s comments on inflation
Keep an eye out for any talk about the economic outlook as the inevitable slowdown carries over to next year and also watch for any remarks on how policymakers are viewing market expectations on any rate moves by the ECB.

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ECB leaves key rates unchanged in October monetary policy meeting, as expected 0 (0)

ECB announces their latest monetary policy decision – 28 October 2021
Pretty much no key changes whatsoever to the statement details and forward guidance, as is expected. It is all about the language today and that will center on Lagarde’s press conference instead, as mentioned earlier .

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Fitch downgrades yet another Chinese property developer 0 (0)

Kaisa Group downgraded to ‚CCC+‘ on refinancing risk
Kaisa is a familiar name when it comes to this as it was the first Chinese property developer to default on its dollar bond coupon back in 2015. The firm came back from the dead to return to the debt market in 2019 but is facing more troubles

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China talks tough on trade war with the US 0 (0)

China voices their side of the story after vice premier, Liu He, had a video call with US Treasury secretary, Janet Yellen, yesterday
The COVID-19 pandemic has been a convenient excuse for geopolitical tensions to be cast aside but as the world slowly returns to normal, expect more blows to be traded between US and China

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