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13.07.26 - 17:09
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Key Events This Week: CPI, PPI, Retail Sales, Warsh Testifies, China Data, And Earnings Galore (ZeroHedge)
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Key Events This Week: CPI, PPI, Retail Sales, Warsh Testifies, China Data, And Earnings Galore
As well as two epic World Cup semi-finals before that, and the start of the Open golf it's a packed week ahead in markets, writes DB's Jim Reid.
The headline events are tomorrow's US CPI and Wednesday's US PPI, alongside Fed Chair Warsh's first Humphrey–Hawkins testimony before the House Financial Services Committee (tomorrow) and the Senate Banking Committee (Wednesday). Elsewhere, key data includes China's Q2 GDP and their monthly data dump (Wednesday) and the UK's May monthly GDP (Thursday) as well as the announcement of a new leader of the ruling UK Labour Party as a special conference on Friday.
Let's run through the key details of the week ahead.
Front and centre is tomorrow's US CPI report. DB economists expect lower gas prices to pull headline CPI down by -0.16% (vs. +0.47% in May), with core at +0.23% (vs. +0.21% previously). On a year-over-year basis, headline inflation is proje...
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09.07.26 - 04:48
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China Inflation Sinks 0.3% On Month In June (AFX)
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BEIJING (dpa-AFX) - Overall consumer prices in China were up a seasonally adjusted 0.3 percent on month in June, the National Bureau of Statistics said on Thursday. That missed expectations for a ......
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27.06.26 - 22:57
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock (ZeroHedge)
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Apple Wants To Buy Memory From China As Soaring Chip Prices Spark Inflation Shock
Last Thursday, in the aftermath of Apple's biggest one day plunge since Liberation Day, and second biggest single-day drop ever...
.... when the company lost over a quarter trillion dollars in market cap after the company's unprecedented price increase announcement which for some products was as much as 50% as Apple decided to pass on soaring component costs to consumers, following similar moves from other consumer electronics companies....
... and which Apple blamed on "unsustainable" prices by the memory cartel - namely SK Hynix, Samsung, Micron and Sandisk - who have been flooded with unprecedented demand from hyperscalers (freshly funded with hundreds of billions in newly-issued investment grade debt) we predicted that "China's memory makers are waiting by the phone" for a disgruntled Tim Cook to call, demanding bulk, cheaper RAM.
*APPLE SHARES CLOSE DOWN 6.1% IN BIGGEST DROP SINC...
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16.06.26 - 12:33
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China′s Return To The Oil Market Could Boost Inflation (ZeroHedge)
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China's Return To The Oil Market Could Boost Inflation
Submitted by Tsvetana Paraskova of OilPrice.com
The U.S.-Iran agreement to reopen the Strait of Hormuz could prompt China to return to buying more crude after months of multi-year-low purchases, which could reignite inflationary pressures despite the expected ease of oil flows from the Middle East.
Late on Sunday, the U.S. and Iran announced a deal to reopen the Strait of Hormuz more than 100 days after its closure. This re-opening could happen as soon as an agreement is signed on Friday. News of the deal sent oil prices tumbling early on Monday, with Brent Crude prices down to $83 per barrel, and WTI Crude at the $80 a barrel handle.
If the agreement holds and flows through the Strait of Hormuz, begin to tick up relatively quickly, China could resume buying more crude, and this additional demand, which had vanished in the past three months, could tighten the oil market and drive up inflation, analysts at Bloomberg Economics said in ...
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Inflation/Deflation China 15077.8215 +0.76% (China A50 Kurs)
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