Deutsche Bank：Thematic Research：Next week...this week-20240814

Investment Rating - The report does not explicitly state an investment rating for the industry [1]. Core Insights - The report highlights a focus on upcoming economic data releases, including US CPI and retail sales, which are expected to show a rise of +0.20% MoM for both headline and core CPI [2][4]. - In the UK, inflation is projected to increase to 2.3% for headline CPI and 3.5% for core CPI, indicating a steady rise after two months at the target [3]. - Japan's Q2 GDP is anticipated to show a real GDP growth of 2.7% QoQ annualized, while the PPI is expected to rise by 2.9% YoY [4]. - In China, industrial production is expected to slow slightly to 5.2% YoY, while retail sales are projected to improve to 2.5% YoY [4]. Economic Data Releases - The report outlines a detailed calendar of significant economic data releases for the week of August 12, including US July PPI, CPI, retail sales, and industrial production [5]. - Key earnings reports from major corporations such as Walmart, Cisco, and Alibaba are highlighted, indicating a focus on consumer health and corporate performance [4][5]. - The report notes that the University of Michigan consumer survey is expected to show an increase in the sentiment index to 69.1 from 66.4 in July [2]. Central Bank Focus - The report mentions upcoming rate decisions from central banks in Norway and New Zealand, as well as the MLF rate fixing from China [3][4]. - The Federal Reserve's Jackson Hole symposium is noted as a significant upcoming event for monetary policy discussions [2].