Good morning
- US stocks mixed as 10 year yields rise
- USD pushed a bit higher yesterday morning before losing gains
- Retail sales important release today
- FOMC tomorrow is key, watching for any mention of tapering
- UK PM Johnson yesterday confirmed four week delay to reopening
- Sees little need to extend further beyond 19th July
- Analysis suggests vaccines work against Indian/Delta variant
- GBP unmoved on UK unemployment numbers this morning
- UK, Australia agree outline for trade deal
- NATO yesterday warns of military threat posed by China
- Not looking for tensions, but need to watch China behaviour
- EU, US reported to reach agreement to resolve aircraft subsidy dispute
- German inflation in line with expectations this morning
- No surprises from RBA minutes, QE discussions to come in July
- US carrier group enters South China Sea
- Biden to meet Putin tomorrow
- Nikkei up 0.96% to 29,441
- Shanghai Comp down 0.90% to 3,557
- USDCNY fixes 6.4070 from 6.3856
- 10.00 EU trade balance
- 13.15 BoEs Bailey speaks
- 13.30 US retail sales, PPI
- 14.15 US industrial production
- 15.00 US business inventories
- 00.50 Japan trade balance
- 01.30 AUS Westpac leading index
- 03.00 China retail sales, industrial production
- 07.00 UK CPI, RPI, PPI
Comments