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Snippet from UBS Global Wealth Management hinting at market complacency: Markets are already pricing in a soft landing, and increasingly with the belief that relatively little growth pain is required for inflation to gradually return to 2%,” The markets are vulnerable...
ICYMI, news that People's Bank of China governor Pan Gongsheng met with representatives from eight private firms to hear about their difficulties and corporate financing needs.The PBOIC provided the info in a statement late on Thursday. Pan said that the Bank would...
The US United Auto Workers Union with a 40% pay hike claim.Wall Street Journal reporting:union conveyed this demand to the automakers this week, according to people with knowledge of the matter, along with a list of other items they plan to press for at the bargaining...
Comments on USD/JPY via MUFG:market is already leaning towards a weaker USDWe therefore do not expect the USD/JPY to rise past 150However, the weakening of the Yen suggests that we cannot write off another sharp move higher like the rise to 145 at the end of June. In...
Goldman Sachs comments on the Federal Reserve vs. the European Central Bank. This summary is via the folks at eFX. For bank trade ideas, check out eFX Plus. For a limited time, get a 7 day free trial, basic for $79 per month and premium at $109 per month. Get it here....
A snippet from UBS ahead of Friday's NFP. UBS say their base case remains that Fed rates have already peaked for the cycle.But ... with two more consumer price inflation readings and two more monthly jobs releases before the Fed's next policy meeting in September,...
Earlier preview is here:July non-farm payrolls preview: ADP vs ISM editionThe data is due at 1230 GMT, which is 0830 US Eastern time. Deutsche Bank:While our economists expect some payback from state and local government education hiring for the headline print (+175k...
US stock indices saw slight losses on Thursday (03/08), after 10-year T-note yields hit an 8-month high. Higher bond rates have a negative impact on stocks. The 10-year T-note yield increased further in August, reaching 4.18%, a level not seen since early November....
Saudi Arabia announced on Thursday they'd be extending their output cut:ICYMI, Russian Deputy Prime Minister Alexander Novak jumped on the bandwagon:"Within the efforts to ensure the oil market remains balanced, Russia will continue to voluntarily reduce its oil...
Following Saudi Arabia’s Energy Ministry announcement, that it will extend its voluntary production cut by one million barrels per day until September, with the prospect of additional cuts and extra extensions, oil futures prices rebounded in Thursday’s...
A day with some significant data in the US ahead of even more important US jobs data tomorrow:Weekly initial jobless claims came in right on the screws for the jobless claims and the continuing claims. Both showed some softening but it was minorQ2 labor costs came in...
ICYMI, a brief item from Bloomberg reporting on a statement from Russia's Finance Ministry saying boosted revenue from oil and gas means it'll be buying gold and FX again. Russia gets around a third of its budget revenues from the oil and gas industry.The finance...
It's a bit of a dud data calendar for Asia today, everyone is waiting on the US NFP Friday morning US Eastern time. We do get the latest updated RBA Statement on Monetary Policy.due on 11.30am Sydney time, 0130 GMT, 9.30 pm US Eastern timeFrom an earlier...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
High risk warning: Foreign exchange trading carries a high level of risk that may not be suitable for all investors. Leverage creates additional risk and loss exposure. Before you decide to trade foreign exchange, carefully consider your investment objectives,...
Heading into last month's jobs report, we were looking for a 15th straight month of beating the consenus but it fell just short at +209K vs +225K expected. Here is what to look for this time.Consensus estimate +200K (range +140K to +300K)Private +179KFebruary...
Apple and Amazon will release earnings after the bell today. So what is expected?:Estimates for Apple's earnings:Revenue: $81.7 billionEarnings per share (EPS): $1.19iPhone revenue: $39.9 billioniPad revenue: $6.4 billion (down 11% on the year)Mac revenue: $6.6...
In the wake of the Bank of England's latest monetary policy decision, MUFG has shared its analysis, suggesting that while the pace of tightening has been slowed, another rate hike may still be on the horizon.Key Points:Reduced Tightening Pace: The BoE opted for a...
What's next for the bond market is all about non-farm payrolls. The Friday jobs report is expected to show 200,000 jobs created but if there's a disappointing reading, the market will read that as a sign that the Fed hiking cycle is over. Moreover, talk about a...