In the US, CPI for March at 3.3% YoY, down from 3.7% in Feb but above Fed target. Fed minutes hint at another 25‑bp hike. Eurozone PMI 48.2 in March, slight contraction, but German output rose 0.4% month‑on‑month, first gain since 2022. Japan Q1 GDP revised to +0.9% annualised, reversing a –0.2% fall in Q4 2023. Core CPI 2.5% in Feb, highest since 1990. BoJ raised rates only twice since 2000, in 2006 and 2007, before the negative‑rate era. A rebound could break that decade‑long policy. Инвесторы готовятся к волатильности, но рост доходов и инфляция поддерживают шанс ужесточения. Следите за неделей – она задаст тон рынкам.
Week ahead promises data that may revive growth outlook and keep BoJ on tightening path.
In the US, CPI for March at 3.3% YoY, down from 3.7% in Feb but above Fed target. Fed minutes hint at another 25‑bp hike.
Eurozone PMI 48.2 in March, slight contraction, but German output rose 0.4% month‑on‑month, first gain since 2022.
Japan Q1 GDP revised to +0.9% annualised, reversing a –0.2% fall in Q4 2023. Core CPI 2.5% in Feb, highest since 1990.
BoJ raised rates only twice since 2000, in 2006 and 2007, before the negative‑rate era. A rebound could break that decade‑long policy.
Инвесторы готовятся к волатильности, но рост доходов и инфляция поддерживают шанс ужесточения. Следите за неделей – она задаст тон рынкам.
