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Japan data for September 2023:Preliminary Industrial Production +0.2% m/m ... very disappointingexpected 2.5%, prior -0.7%fo the y/y -4.6% (exp -2.3%, prior -4.4%)forecast 1 month ahead is +3.9% (prior +5.8%)forecast 2 months ahead is -2.8% (prior +3.8%)Retail sales...
Huh. Would have been better to have had this prior to the open on Monday, but anyway, FWIW:JP Morgan's 3 factors:evidence that consumer spending isn't slowing down too a great degreean earnings season that comes in relatively strongthe FOMC clearly saying its on...
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,...
The summary points from BoA's Bank of Japan preview:The back-up in global rates is putting pressure on YCC once again, leaving the BoJ with a difficult choiceWhile major policy revisions are unlikely, we expect another YCC tweak with base case an increase in 10yr JGB...
Weekly consumer sentiment survey shunts 3.5 point lowerlowest since early August 2023has now spent 39 straight weeks below the mark of 85 – equalling the longest streak at this level set in 1990-91ANZ say the drop on the week is due to:The ANZ-Roy Morgan Australian...
You can stop wondering what the Bank of Japan is up to. The Nikkei posted this overnight:The Nikkei cited two unnamed sources. As background to this if the Nikkei writes a story like this then its as good as done. That's my 2 cents, could be famous last words but I...
Last week I posted on Morgan Stanley chief U.S. equity strategist Mike Wilson:In a fresh note to open the week, Wilson maintained he sees downside, not upside for the US benchmark index:likelihood of a Q4 rally has “fallen considerably” over the past monthinitial...
Building consents were -37.% y/y Stats NZ comment:“The annual number of new homes consented has continued to decrease from its peak of 51,015 in the year ended May 2022,” “However, the number of new homes consented in the year ended September 2023 is still at a higher...
Justin had the Swiss National Bank news as it hit:In Switzerland, from December 1:sight deposits held to meet minimum reserve requirements will no longer be remuneratedbanks will be paid the SNB's policy rate, currently 1.75%, on deposits equivalent to 25 times their...
The World Bank is still cautioning on oil prices, saying that even a small disruption to oil supply could take around 2 million barrels a day out the market. Snippets from the report:in a worse case scenario is a situation similar to the oil crisis of the 1970s, which...
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,...
Bank of Canada Governor Macklem spoke earlier:He's still dropping the odd comment:Low growth, higher rates will impact the government budgetProtecting Canada's very good fiscal position is important Senior Deputy Governor Rogers also:Governing Council has not started...
Markets:Gold down $10 to $1995US 10-year yields up 4.3 to 4.89%S&P 500 up 48 points to 4185, or 1.2%WTI crude oil down $3.10 to $82.44AUD leads, USD lagsThe US dollar was soft today and I highlighted three reasons why earlier: 1) Diminishing geopolitical risk...
It's a packed data agenda ahead, the highlight is the Bank of Japan statement. There is never a scheduled time for the release of the Bank's statement. Its likely to be sometime in the 0230 to 0330 (GMT) time window (10.30 to 11.30 pm US Eastern time). Expectations of...
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,...
SPX dailyHappy Monday.Almost every Monday is a good day in the stock market for the past few months as this gain stretches the streak to 16 of the past 18 Mondays. We started strong, had a big dip midday and then finished strong and near the highs.Closing...
We held policy steady because mon pol is working to cool the economy and relieve price pressuresWe continue to assess whether mon pol is sufficiently restrictiveIf inflationary pressures persist, we are prepared to raise our policy rate further to restore price...
The S&P 500 has declined just twice in the past 18 Mondays.The bidding has been powerful today, initially led by tech but broadening later in the day. The S&P 500 is up 1.4% to 4191, erasing all of Friday's decline and much of the drop on Thursday.SPX dailyThe...
I believed expectations for this number were for $863 billion, so if so that's considerably lower, though I would be careful with that.Expects to borrow $816 billion in Jan-March periodWill maintain cash balance of $750 billion in both quartersIn July-Sept quarter,...
The theme of the day in global markets is 'sell the fact' on the Gaza ground invasion because it hasn't expanded into a broader regional war, at least not yet.Oil is basically back to where it was before Hamas terrorist attacks after several days of chopping back and...