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3 numbers to watch - Macro analysis on the day’s biggest scheduled economic events

Eurozone CPI and Empire Manufacturing dominate agenda

Filed in: 3 numbers to watch
16 August 2010 at 8:04 GMT
  • Eurozone CPI and Empire Manufacturing are the ones to watch Monday. New orders for the latter showed the expansion is growing at a slower rate last month, but consensus is still for an overall increase in activity in New York.
  • In the US, department stores Kohl’s and JC Penney have both lowered their profit forecasts as back-to-school shopping is off to a sluggish start meaning that margins get squeezed as consumers wait for companies to lower their prices.
  • Solid Eurozone and German GDP growth of 1.0% and 2.2% QoQ, respectively, combined with in line US data was not enough to keep stocks from failing. The Eurozone GDP report shows a gap between northern and southern members.
  • Japan grew a meagre 0.1% QoQ in the 2Q from 1.1% in 1Q. Domestic demand declined 0.2% so net exports had to rescue Japan from a negative print; that is a concern considering the strong JPY of late.

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This post appears under the following topics...

  1. equities
  2. Gross Domestic Product
  3. Manufacturing
  4. Consumer Price Index