Inflation reports are the main theme for next week, with figures set to be released from the US, Canada, Australia and Japan. Naturally, the US PCE inflation report sits at the top of the pile, but we’ll need to wait until Friday before it is released. RBA watchers on nervous of another hot CPI print from Australian on Wednesday, whereas BOC watchers are keen to see Canada’s inflation fall further to justify another cut. Toyo inflation is also released on Friday and it can provide a 3-week lead on nationwide CPI. But with the BOJ content with hiking at a snails pace, it seems unlikely to be much of a market mover. ... (full story)