Thursday 26th May: European Open Briefing

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Global Markets:

  • Asian stock markets: Nikkei up 0.35 %, Shanghai Composite fell 1.00 %, Hang Seng declined 0.30 %, ASX 200 rose 0.10 %
  • Commodities: Gold at $1230 (+0.50 %), Silver at $16.45 (+1.15 %), WTI Oil at $49.90 (+0.70 %), Brent Oil at $50.10 (+0.70 %)
  • Rates: US 10 year yield at 1.85, UK 10 year yield at 1.46, German 10 year yield at 0.16

News & Data:

  • Australia Private Capital Expenditure (QoQ) Q1: -5.2% (exp -3.5% prev rev 1.8% from 0.8%)
  • Japan PPI Services (YoY) Apr: 0.2% (exp 0.2% prev 0.2%)
  • China Iron Ore Production (YoY) Apr: 2.3%
  • South Korea Consumer Confidence (May): 99 (prev 101)
  • PBoC Fixes Yuan At 6.5552 (prev 6.5693)
  • BMG UK EU Poll: Remain 44% Leave 45%
  • NZ Budget: Sees GDP Growth Of 2.9% In 2016, 3.3% In 2017
  • NZ Budget: Forecasts Jobless Rate Falling To 4.6% In 2019
  • NZ Budget: Forecasts 2017-18 Budget Surplus Of NZ$2.46bln

Markets Update:

The Australian Dollar fell sharply against most other currencies after weaker than expected CAPEX numbers. AUD/USD declined to 0.7160, but quickly reversed losses and is currently back above 0.72. NZD/USD price action was choppy as well, with the pair declining to 0.6695, but then bouncing back to 0.6725.

USD/JPY came under pressure in the early Asian session and fell from 110.20 to a low of 109.45. Support is now seen at 109.10 and 108.70. EUR/USD is slowly moving higher after finding support at 1.1130. The pair rose to a high of 1.1185 overnight. Meanwhile, the Pound continues to climb higher as Brexit worries eased a bit. GBP/USD reached a high of 1.4720 overnight.

Upcoming Events:

  • 09:30 BST – UK GDP
  • 13:30 BST – US Initial Jobless Claims
  • 13:30 BST – US Durable Goods Orders
  • 14:00 BST – RBA Assistant Governor Debelle speaks
  • 15:00 BST – US Pending Home Sales
  • 19:00 BST – FOMC Member Powell speaks

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