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Macro Weekly

Macro week 38 by Harald Magnus Andreassen & Synne Holbæk-Hanssen

Last week

  • Tariffs are postponed or abolished, and China will buy soybeans and pork. Interim trade, and a soft Brexit. 
    So why worry?? Saudi oil plant.
  • Global auto sales
  • The Chinese economy is slowing but still just slowly. Manufacturing production, retail sales, investments. Credit growth 
  • US retail sales. No inflation? Core CPI prices, unfilled vacancies, the Federal Budget, and the Fed has to cut, NOW!!
  • The ECB, Eurozone industrial production, German exports, and Labour costs.
  • Norges Bank Q3 Regional Network, Core CPI inflation, and housing starts.

 

In focus this week:

  • US
    • The Fed
    • Manufacturing production, and NY Fed & Phil Fed
    • Housing permits, and Housing market index
    • Existing home sales
  • EMU
    • Consumer sentiment 
    • German ZEW survey
  • Sweden
    • Unemployment
  • Norway
    • Norges Bank

 

Macro week 38 report: Macro Weekly SB1 Markets 38 - 19.pdf

 

Previous reports: 

Macro week 37 report: Macro Weekly SB1 Markets 37 - 19.pdf
Macro week 36 report: Macro Weekly SB1 Markets 36 - 19.pdf
Macro week 35 report: Macro Weekly SB1 Markets 35 - 19.pdf
Macro week 34 report: Macro Weekly SB1 Markets 34 - 19.pdf
Macro week 33 report: Macro Weekly SB1 Markets 33 - 19.pdf
Macro week 32 report: Macro Weekly SB1 Markets 32 - 19.pdf
Macro week 31 report: Macro Weekly SB1 Markets 31 - 19.pdf
Macro week 30 report: Macro Weekly SB1 Markets 30 - 19.pdf
Macro week 29 report: Macro Weekly SB1 Markets 29 - 19.pdf
Macro week 28 report: Macro Weekly SB1 Markets 28 - 19.pdf
Macro week 27 report: Macro Weekly SB1 Markets 27-19.pdf
Macro week 26 report: Macro Weekly SB1 Markets 26 - 19.pdf
Macro week 25 report: Macro Weekly SB1 Markets 25-19.pdf
Macro week 24 report: Macro Weekly SB1 Markets 19-24.pdf