Analysts at Deutsche Bank suggest that this week ‘Super Thursday’ sees the ECB, BoE and CBT policy meetings as well as another monthly US CPI release which will be very interesting in light of the AHE beat in Friday’s employment report.
Key Quotes
“It is also worth keeping an eye out for the Argentinian and Russian central bank meetings tomorrow and Friday respectively given the recent EM fall out and their sensitivity to it.”
“The ECB is expected to announce the phasing out of purchases at the end of the year this week and the Turkish CB is expected to hike the one-week repo rate by 300bps to 20.75%.”
“Our house view is that the CBT raises the repo rate to 22% while also returning back to full funding from the policy rate.”
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