by admin | Aug 14, 2017 | Uncategorized
Mon US 1100 ET USDA weekly grain export inspections. 1600 ET USDA crop conditions and planting progress. EUR 0500 ET Eurozone Jun industrial production expected -0.5% m/m and +2.8% y/y, May +1.3% m/m and +4.0% y/y. CAN 0830 ET Canada Jul Teranet/National Bank...
by admin | Aug 14, 2017 | Uncategorized
Weekly U.S. market focus Q2 earnings season is virtually over with very positive results Stock market remains on defensive due to North Korea tensions T-notes remain mildly bullish Weekly U.S. market focus — The U.S. markets this week will focus on (1) any...
by admin | Aug 11, 2017 | Uncategorized
Fri US 0830 ET Jul CPI expected +0.2% m/m and +1.8% y/y, Jun unch m/m and +1.6% y/y. Jul CPI ex food & energy expected +0.2% m/m and +1.7% y/y, Jun +0.1% m/m and +1.7% y/y. 0940 ET Dallas Fed President Robert Kaplan (voter) speaks at an event for the University of...
by admin | Aug 11, 2017 | Uncategorized
T Today’s U.S. July CPI report may shift Fed rate-hike odds Inflation expectations remain near 2-month high despite weak inflation statistics North Korean tensions could worsen on upcoming joint U.S.-South Korean military exercises Today’s U.S. July CPI...
by admin | Aug 10, 2017 | Uncategorized
Thu US 0830 ET Weekly initial unemployment claims expected unch at 240,000, previous -5,000 to 240,000. Weekly continuing claims expected -8,000 to 1.960 million, previous +3,000 to 1.968 million. 0830 ET Jul PPI final demand expected +0.1% m/m and +2.2% y/y, Jun...
by admin | Aug 10, 2017 | Uncategorized
Evans’ comment boosts the market consensus for Sep balance sheet announcement and Dec rate hike U.S. unemployment claims expected to remain favorable 30-year T-bond auction to yield near 2.83% U.S. July inflation data kicks off with today’s core PPI...
by admin | Aug 9, 2017 | Uncategorized
Wed US 0700 ET Weekly MBA mortgage applications, previous -2.8% with purchase sub-index -2.0% and refi sub-index -3.8%. 0830 ET Q2 non-farm productivity expected +0.7%, Q1 unch. Q2 unit labor costs expected +1.1%, Q1 +2.2%, 1000 ET Revised Jun wholesale inventories,...
by admin | Aug 9, 2017 | Uncategorized
T-note yields trade sideways ahead of bigger events in September 10-year T-note auction to yield near 2.27% Markets start to take North Korean situation more seriously U.S. productivity expected to remain poor Weekly EIA report T-note yields trade sideways ahead of...
by admin | Aug 8, 2017 | Uncategorized
Tue US 1000 ET Jun JOLTS job openings expected +34,000 to 5.700 million, May -301,000 to 5.666 million. 1300 ET Treasury auctions $24 billion of 3-year T-notes. JPN 0030 ET Japan Jul bankruptcies, Jun -7.47% y/y. 0100 ET Japan Jul eco watchers survey expectations...
by admin | Aug 8, 2017 | Uncategorized
Short-term real Treasury yields are near zero due to recent increase in inflation expectations 3-year T-note auction to yield near 1.52% JOLTS U.S. job openings expected to remain generally strong Short-term real Treasury yields are near zero due to recent increase in...
