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Newsquawk

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Original insights into market moving news

Week In Focus: Hawks vs. Doves? The BoJ & The ECB Issue Their Latest Decisions, Will We Get Any Clarity From Either Bank?

19 Jan 2018, 18:37 by Samuel Indyk

Key Events

 

Monday:

 

Tuesday: Bank of Japan MonPol Decision

 

Wednesday:

 

Thursday: ECB MonPol Decision, UK Labour Market Report (Nov/Dec), New Zealand CPI (Q4), Norges Bank MonPol Decision

 

Friday: US GDP (Q4, A), UK GDP (Q4, A)

 

Focus in the early part of the week is set to...

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RANsquawk EU Open Rundown 19.01.18

19 Jan 2018, 06:55

Stop gap bill to fund government tspanough to mid-Feb was passed by the House, however faces dim...
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RANsquawk EU Open Rundown 18.01.18

18 Jan 2018, 07:04

 Apple's pledge to contribute USD 350bln over the forthcoming 5yrs supports US equities and USD
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RANsquawk EU Open Rundown 17.01.18

17 Jan 2018, 06:56

Asian bourses slipped overnight amid the soft close on Wall St. as political concerns and profit...
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RANsquawk EU Open Rundown 16.01.18

16 Jan 2018, 06:56

Asian equities mostly higher across the board with Hang Seng on course for a record close, while ASX...
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RANsquawk EU Open Rundown 15.01.18

15 Jan 2018, 06:58

  • Asian equity markets modestly in the green with sentiment buoyed from Friday’s Wall St. close.

  • PBoC sets the strongest CNY since May’16, supporting AUD and NZD, while USD softens to 3yr low.

  • Looking ahead, highlights include BoE’s...
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Week In Focus: Bank of Canada, Will They Or Won’t They? Just How Strong Was Chinese GDP Growth In 2017?

12 Jan 2018, 18:27 by Samuel Indyk

Key Events

 

Monday:

 

Tuesday:

 

Wednesday: BoC MonPol Decision

 

Thursday: Chinese GDP (Q4), UK Inflation Data (Dec), Australian Labour Market Report

 

Friday:

 

North America

 

The US will observe Martin Luther King Day on Monday, which will lead to lower liquidity conditions at the...

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RANsquawk EU Open Rundown 12.01.18

12 Jan 2018, 06:57

Asia equity are mostly positive following on from the...
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RANsquawk EU Open Rundown 11.01.18

11 Jan 2018, 06:58

  • Asian equity markets were mostly lower amid a dampened global risk tone. In FX, AUD outperformed its major peers after better than expected Retail Sales data

  • China SAFE said that report on China mulling reduction in US Treasury purchases may cite a wrong source or be fake news.

  • Looking ahead, highlights include ECB minutes, US PPI, Fed’s Dudley and supply...
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RANsquawk EU Open Rundown 10.01.18

10 Jan 2018, 07:02

  • Asia failed to sustain the positive lead from Wall St where all US majors resumed their record setting performance

  • JPY continued to firm following yesterday’s BoJ purchase tweaks with USD/JPY down a further 30+ pips on the session

  • Looking ahead, highlights include UK production and trade data, US import and export prices, DoEs, Fed’s Bullard and...
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RANsquawk EU Open Rundown 09.01.18

09 Jan 2018, 06:59

  • Asian Asia equity markets traded mostly higher as the region mirrored the tone seen in US, where all majors posted fresh record highs

  • JPY strengthened on a reduced Rinban announcement in which USD/JPY slipped below 113.00

  • Looking ahead, highlights include APIs, Fed’s Kashkari and supply from the Netherlands, Austria, Germany, UK and the...
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RANsquawk EU Open Rundown 08.01.18

08 Jan 2018, 06:57

  • Asian equity markets trade mostly higher with Japanese markets closed for a public holiday

  • FX markets traded mostly sideways with AUD slightly underperforming

  • Highlights today include Eurozone consumer confidence and speeches from Fed’s Bostic, Williams & Rosengren

ASIA

Asia equity markets traded mostly higher as the positive tone seeped tspanough...
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RANsquawk EU Open Rundown 05.01.18

05 Jan 2018, 06:55

DAILY EUROPEAN OPENING NEWS: Asia-Pac region closes the week out on a high, following yet another day of gains in the US
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RANsquawk EU Open Rundown 04.01.18

04 Jan 2018, 06:58

DAILY EUROPEAN OPENING NEWS: FOMC minutes were overall somewhat neutral but saw traders focus...
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RANsquawk EU Open Rundown 03.01.18

03 Jan 2018, 06:55

DAILY EUROPEAN OPENING NEWS: Major Asian indices gaining today, with investors cheering the strong start to 2018 seen on Wall...
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RANsquawk EU Open Rundown 02.01.18

02 Jan 2018, 06:54

  • Asian stocks began the year in positive territory, supported by strong Chinese data

  • FX trade relatively sideways overnight with AUD the outperformer following Chinese manufacturing PMI

  • Looking ahead, highlights include Eurozone, UK and US manufacturing PMIs

ASIA

Asian stocks began the year in...
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RANsquawk EU Open Rundown 22.12.17

22 Dec 2017, 06:56

  • Both the House and Senate passed the stop-gap measure which would avert a shutdown and keep the government funded tspanough to January 19th

  • Unionist Citizens (anti-independence) party won the most seats in the Catalan Parliamentary Elections, although separatists groups collectively still retained a majority in Parliament and took 70 out of the 135-seat...
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RANsquawk EU Open Rundown 21.12.17

21 Dec 2017, 06:57

  • Congress have passed tax reforms, focus now turns to avoiding a government shutdown by Saturday

  • BoJ maintained QQE with yield curve control and kept negative rates at -0.10% as expected

  • Highlights include US GDP, PCE, Philly Fed and Canadian CPI

ASIA

Asia stocks...
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RANsquawk EU Open Rundown 20.12.17

20 Dec 2017, 06:57

  • US House initially voted 227 vs. 203 to pass the tax reform bill. However, it was later reported that the House hit a procedural snag

  • US Senate voted 51 vs. 48 to approve the Republican tax bill as expected and sent the bill back to the House for a final vote

  • Looking ahead, highlights include the Riksbank rate decision, DoEs and NZ...
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RANsquawk EU Open Rundown 19.12.17

19 Dec 2017, 06:57

  • Asian equity markets were mostly positive as the region followed suit from US with the GOP now seen to have secured enough votes for passage of the tax bill

  • EU's Barnier said that the UK cannot have a special deal for the City with Davis warning the EU that they cannot cherry-pick during trade talks

  • Looking ahead, highlights include German IFO, US...
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RANsquawk EU Open Rundown 18.12.17

18 Dec 2017, 06:58

  • Asia equity markets began the week mostly positive following Friday’s gains on Wall St. where tax reform optimism buoyed all major indices to record levels

  • EU Brexit Chief Michel Barnier said the EU is not prepared to come up with a makeshift trade deal for the UK that knits together all the best bits of existing models

  • Looking...
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RANsquawk EU Open Rundown 15.12.17

15 Dec 2017, 06:55

  • Asian stocks were mostly lower as a downbeat tone rolled over from Wall St, where sentiment was pressured on tax reform discord

  • ECB sources suggested that a minority of ECB rate setters wanted to signal guidance may change if inflation keeps accelerating

  • Looking ahead, highlights include US Industrial Production, Baker Hughes Rig Count and the Brussels...
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RANsquawk EU Open Rundown 14.12.17

14 Dec 2017, 06:55

  • The FOMC hiked rates to 1.25% - 1.50%, as expected. Yellen failed to deliver any hawkish surprises while the rate path trajectory was kept broadly the same

  • The UK government was defeated in parliament in a 309-305 vote, meaning MP's will get a meaningful vote on the final Brexit deal

  • Looking ahead, highlights include ECB, BoE, Norges and SNB rate...
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ECB December 2017 Monetary Policy Decision Preview

13 Dec 2017, 10:03

ECB Monetary Policy Decision Due At 12:45 GMT, 13:45 CET, 07:45 EDT, On Thursday 14th December 2017, Press Conference Due At 13:30 GMT, 14:30 CET, 08:30 EDT

- Unanimous expectations look for the ECB to leave its tspanee key rates unchanged.

- As a reminder October’s announcement revealed that the Bank will be trimming its asset purchase programme to EUR 30bln per month from...
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RANsquawk EU Open Rundown 13.12.17

13 Dec 2017, 06:56

DAILY EUROPEAN OPENING NEWS: The GOP’s US Senate majority was trimmed to 51-49 seats...
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