Good morning
- US, Asian markets mixed, markets fairly quiet
- Fed officials speaking were reasonably hawkish
- Feds Kaplan says reduction in asset purchases soon, rate rise in 2022
- Feds Bostic sees rate rise late 2022, now near to lowering QE
- Feds Rosengren says recovery is generally robust, some areas still stuggling
- Some suggestion White House close to infrastructure spending deal
- US services PMIs missed yesterday, USD weakened
- EU leaders meet today in Brussels
- Merkel says UK travellers should quarantine on arrival in EU
- BoE today, no policy changes expected
- Do watch for mention of possible reduction in asset purchases
- Overall feeling is BoE wait for furlough to end before making decisions
- This will be Haldanes last meeting as he goes off to new challenges
- Reports Russia fired warning shots at UK Royal Navy ship
- Nikkei flat at 28,875
- Shanghai Comp flat at 3,566
- USDCNY fixes 6.4824 from 6.4621
- 07.45 BoJs Kuroda speaks
- 09.00 ECB economic bulletin
- 09.00 German IFO
- 12.00 BoE rate announcement
- 12.35 ECBs Panetta speaks
- 13.30 US GDP, durable goods, initial jobless claims
- 14.00 Feds Barkin speaks
- 14.30 Feds Bostic, Harker speak
- 16.00 Feds Williams speaks
- 16.30 ECBs Schnabel speaks
- 18.00 Feds Bullard speaks
- 23.45 NZ trade balance
- 00.01 UK GfK consumer confidence
- 00.30 Japan Tokyo CPI
Commenti