MNI: PBOC To Aim To Drive Inflation Higher- Advisors

MNI: China To Issue More Bonds As Stimulus Targets Consumption

MNI BRIEF: ECB Should Be Close To 2% In Next Quarters -Centeno

MNI: PBOC To Aim To Drive Inflation Higher- Advisors

MNI: China To Issue More Bonds As Stimulus Targets Consumption

MNI BRIEF: China Nov M1 Decline Narrows, M2 Slows

MNI: CANADA OCT WHOLESALE SALES +3.3%; EX-AUTOS +0.5%

MNI: US NOV IMPORT PRICES +0.1%

MNI: CANADA Q3 INDUSTRIAL CAPACITY UTILIZATION RATE 79.3%

MNI EXCLUSIVE: EU-Mercosur Deal Close, But Likely Short-Lived - Officials

AUSTRALIA: 2025 Election Outcome Looking More Uncertain According To Newspoll

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MS On Today's BLS OER Webinar

US OUTLOOK/OPINION
  • "The BLS clarified that the recent change in weights for single family units explained only a minor portion of the large OER-Rents wedge in Jan-24. We keep our forecast path for OER unchanged and expect Feb-23 core CPI at 0.27%M for next week."
  • "The relatively low importance of methodological issues suggests that the last upward surprise in OER was mostly volatility in the series and will not persist throughout the year."
  • "Short-run volatility is common. We actually saw an 8bp upswing in monthly OER prints in Sep-23 followed by normalization the following month."
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