Articles from www.christophe-barraud.com

Articles from www.christophe-barraud.com

US Consumption Will Face Significant Headwinds From H2 2023 - Christophe Barraud (www.christophe-barraud.com)
2023-7-11

Morning Brief: Fed Emergency Lending To Banks Boosted Overall holdings; Japan Inflation Slows Sharply; U.K. Retail Sales Rose More Than Expected (www.christophe-barraud.com)
2023-3-24 Japan Retail Inflation

Morning Brief: FOMC Debrief; Yellen Not Considering 'Blanket Insurance' for all Bank Deposits; U.S. Consumer Spending Under Pressure; Focus on BOE (www.christophe-barraud.com)
2023-3-23 U.S. Insurance

Morning Brief: Focus on FOMC; China Touts Close Ties With Russia; U.K. CPI Largely Exceeded Expectations (www.christophe-barraud.com)
2023-3-22 Russia China CPI

Morning Brief: U.S. Existing Home Sales Should Surprise Upward; U.S. Studies Ways to Guarantee All Bank Deposits; South Korea Exports Fell Sharply In Early March (www.christophe-barraud.com)
2023-3-21 U.S. Korea

Preview: U.S. Existing Home Sales for February Will Exceed Expectations (www.christophe-barraud.com)
2023-3-21 U.S.

Morning Brief: Focus on U.S. Banks; Fallout from UBS Takeover on Credit Suisse; Fed and Global Central Banks Move to Boost Dollar Funding (www.christophe-barraud.com)
2023-3-20 U.S.

Week Ahead: BOE, FED and SNB Meetings; ECB Speakers; Xi to Visit Russia; March PMIs; Fallout from UBS Takeover on Credit Suisse (www.christophe-barraud.com)
2023-3-20 Russia

Top 10 Macro/Financial Charts of the Week - w11 (2023) (www.christophe-barraud.com)
2023-3-18

Morning Brief: Fed Balance Sheet Rebounded Sharply; China Cuts RRR; ECB Meeting Debrief (www.christophe-barraud.com)
2023-3-17 China

Morning Brief: Chinese Recovery Gains Traction; Japanese Cos Deliver Largest Wage increases In Decades; ECB Likely To Stick To Big Rate Hike (www.christophe-barraud.com)
2023-3-15 China Japan

Morning Brief: U.S. Financial Conditions Deteriorated Sharply; Xi to Speak with Zelensky; ECB's Hawkish Plans Set to Face Opposition (www.christophe-barraud.com)
2023-3-14 U.S.

Morning Brief: Focus on SVB; Goldman Scraps March Rate Hike Call; China Keeps PBOC Governor (www.christophe-barraud.com)
2023-3-13 China Goldman

Morning Brief: Focus on U.S. Employment Report; BOJ Keeps Low Rates; Sunak and Macron Meet (www.christophe-barraud.com)
2023-3-10 U.S.

Morning Brief: U.S. Recession Risk Looms Large; Chinese Inflation Remains Contained; BoF Will Raise French 2023 GDP Forecast (www.christophe-barraud.com)
2023-3-9 China France U.S. Inflation GDP

Morning Brief: Focus on Fed's Powell; Chinese Exports Still Under Pressure; German Factory Orders Rebound (www.christophe-barraud.com)
2023-3-7 China Germany

Week Ahead: Powell Testimony; U.S. Employment and JOLTS Reports; BoC, BoJ and RBA Meetings; UK and French Leaders Meet; Chinese data (www.christophe-barraud.com)
2023-3-6 China France U.S.

Morning Brief: Volatility Expected For The Coming Days; China Growth Plans Look Conservative; ECB Should Heed Lower Inflation Forecasts In March (www.christophe-barraud.com)
2023-3-6 China Inflation

Morning Brief: China New Loans Will Slow In February; French and Spanish CPI Beat Estimates; Money Markets Fully Price 4% Peak ECB Rate (www.christophe-barraud.com)
2023-2-28 China France Spain CPI

Morning Brief: US-Europe Trade Tensions Heat Up; Ueda Supports BoJ Stimulus; Focus on Brexit Deal (www.christophe-barraud.com)
2023-2-27 Brexit Europe

Week Ahead: China NPC; Biden Meets Scholz; Brexit Deal; Eurozone Core CPI; China PMIs; ECB Minutes; U.S. Data; BOE, ECB & FED Speakers (www.christophe-barraud.com)
2023-2-27 Brexit China Europe U.S. CPI

Week Ahead: Will Fed Comments and Retailer Earnings Sink Stocks? - Alpha Profit (www.christophe-barraud.com)
2023-2-27 Stock

Top 10 Macro/Financial Charts of the Week - w8 (2023) (www.christophe-barraud.com)
2023-2-25

Morning Brief: Focus on PCE Inflation; BOJ Ueda First Remarks; German GDP Fell More Than Expected (www.christophe-barraud.com)
2023-2-24 Germany Inflation GDP

Morning Brief: FOMC Minutes Debrief; U.S. Housing Market Under Pressure; Chinese Economic Recovery Gaining Momentum (www.christophe-barraud.com)
2023-2-23 China U.S. Real Estate

Morning Brief: Focus on FOMC Minutes; Japan's Key Yield Rises Above BOJ Ceiling; ECB's Villeroy Interview (www.christophe-barraud.com)
2023-2-22 Japan Interview

Morning Brief: U.S. Existing Home Sales Should Surprise Upward; Chinese Economic Recorvery Gaining Traction; EZ PMIs Beat Estimates (www.christophe-barraud.com)
2023-2-21 China U.S.

Morning Brief: CTA Positioning Stretched To The Long Side; China Hit Brakes On Monetary Policy; China's Taking Control of LNG Market (www.christophe-barraud.com)
2023-2-20 China Monetary

Week Ahead: Inflation To Stay in Focus This Week - Alpha Profit (www.christophe-barraud.com)
2023-2-20 Inflation

Week Ahead: FOMC Minutes; PMIs; German IFO, U.S. Housing Data; Next BOJ Governor's First Remarks; G20 Meeting; China Meeting (www.christophe-barraud.com)
2023-2-20 China Germany U.S. Real Estate G20

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