Month: June 2018

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  Australia construction sector PMI for May: 54.0 (prior 55.4)

  Australian Industry Group Performance of Construction Index   May records a small drop to 54.0 - prior 55.4 All the other PMIs from ozz Australia[...]
  2018-06-07 07:26:48

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  Mohamed El-Erian says Brazil could be the next EM domino to fall (watch out real)

  Mohamed El-Erian is chief economic adviser to Allianz SE and very clever cookie indeed Warns that policy makers in Brazil are in a "tricky position"[...]
  2018-06-07 07:26:48

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  Australian commodity exports - energy sector especially - in a longer-term recovery

  Morgan Stanley equity analysis starts out with a bigger picture look at export industry (focus on energy sector) Especially pertinent right now with April trade[...]
  2018-06-07 07:26:48

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  China's "mountain of maturing debt could be a lot higher than it looks.

  A Bloomberg item on Chinese industrial company debt, and why its worse than it looks: - at least $124 billion of debt maturing over the[...]
  2018-06-07 07:25:07

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  Notable option expiries for Thursday 7 June 2018 (10am NY time cut)

  These the significant amount forex options not too far from spot right now for expiry today EUR/USD - 1.1715 EUR 906m - 1.1865 501m -[...]
  2018-06-07 07:25:07

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  Quick Australian trade balance data preview (data due at the bottom of the hour)

  I posted previews of the Australian April trade balance data earlier This quickie now via Capital Economics, they are well below consensus what they expect:
  2018-06-07 07:25:07

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  Russian President Putin will pay a state visit to China June 8-10

  Russian President Vladimir Putin will pay a state visit to China  - He is to attend the 18th Meeting of the Council of Heads of[...]
  2018-06-07 07:25:07

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  Australia trade balance for April: +977m AUD (vs. expected surplus of 1bn AUD)

  A small miss on expectations at 977m AUD surplus - expected surplus of 1bn - The headline miss will be softened somewhat by an upward[...]
  2018-06-07 07:25:07

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  Forex poll shows expectations are for a higher GBP heading toward Brexit date

  Reuters (June 1-6)  survey of 50 FX analysts on sterling -   More: --- ING: I posted on Reuters EUR poll earlier here:  
  2018-06-07 07:25:07

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  Trade balance data fun not done - China to come on Friday (preview)

  Its China trade balance data day on Friday 8 June - Data for May - expected surplus is 33.8bn USD, 8.38bn USD surplus - expected[...]
  2018-06-07 07:25:07

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