30 days: rising revenue and pressure on profits
Japan’s trade figures on 21 October extended a distinction emerging over the past 30 days: revenue value can grow much faster than the quantity sold. US consumption, Chinese production…
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30-Day Market Reviews
A rolling 30-day market history: what changed, what remains relevant and which developments could change the assessment.
Showing 1–9 of 19 publications
30 days: growth continues, but costs squeeze profits
China’s figures on 19 October showed faster economic growth but weak consumer spending. Across 21 September–20 October, this connects with earlier US income and spending signals: higher output or…
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30 days: interest rates, fuel costs and technology
On 14–15 October, US price data and chip-company results added to the story of 16 September–15 October. Higher interest rates and energy costs constrain consumption, while technology demand remains…
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30 days: rates, fuel bills and company profits
Beth Hammack’s 12 October speech continued the tension emerging over 30 days: higher US and euro area interest rates did not stop some technology suppliers from earning more, but…
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30 days: costlier fuel and uneven demand
Over 30 days, US and euro area rate rises were followed by uneven household and company demand. Technology suppliers’ revenue growth did not remove customers’ financing needs, while diesel…
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30 days: rate rises meet uneven demand
Over 30 days, US and euro area rate rises were accompanied by strong results at some technology suppliers but uneven household and industrial demand. Lower US yields on 8…
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30 days: interest rates and energy test growth
Over 30 days, September’s central-bank rate rises were followed by weaker demand data and a costlier energy forecast. The US Fed minutes and German output release on 7 October…
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30 days: costlier energy meets weakening demand
Over 30 days, September’s central-bank rate increases were followed by weaker US labour-market and European demand data. The EIA’s new oil price forecast on 6 October raised the outlook…
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30 days: costlier funding meets uneven demand
Over 30 days, September’s rate increases were followed by weaker US labour-market and German orders data. Yet the rise in US shares on 5 October showed that the economy…
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