Month: July 2018

• 
  Japan jobs data: Unemployment still low, low, low 2.4% in June (exp 2.3%)

  Some jobs data from Japan ahead of today's BOJ meeting June unemployment 2.4% - expected 2.3%, prior 2.2% Job-To-Applicant Ratio for June 1.62 - expected[...]
  2018-07-31 07:27:05

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  Japan gives a heads up to the future - freer trade, more immigration

  My headline is a riff on the sort of thing you hear about Japan,  - specifically the huge shifts in demographics (ageing population) that is[...]
  2018-07-31 07:27:05

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• 
  North and South Korea to meet to discuss reducing military tensions

  s: Yonhap (South Korean media)  with the new Two Koreas set to hold general-grade military talks on reducing tension - The two Koreas are set[...]
  2018-07-31 07:27:05

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• 
  Japan data: Industrial Production (June preliminary): -2.1% m/m (vs. expected -0.3%)

  Japanese Industrial Production for June, this the preliminary data For the m/m, comes in at -2.1% …. ohhhh … that's ugly ….  - expected -0.3%[...]
  2018-07-31 07:27:05

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• 
  Early leak of China PMI data? Composite reported at 53.6 (prior 54.4)

  Bloomberg with a heads up on a leak on the PMI data from China Just the 'composite', in at 53.6 in July vs. 54.4 in[...]
  2018-07-31 07:27:05

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• 
  Early China PMI data hitting: Non-Manufacturing at 54.0 (expected 54.9)

  I just posted the early leak of the 'composite' here Now the services PMI coming out (again Bloomberg with the early info)  For July, 54.0[...]
  2018-07-31 07:27:05

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• 
  US intelligence agencies indicate North Korea is building new missiles

  Reports that North Korea is going ahead with building new missiles I posted earlier on talks scheduled today:  Looks like talk is cheap: Link for[...]
  2018-07-31 07:27:05

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• 
  NZ data: Business confidence (July) -44.9 (vs. prior -39.0); Activity Outlook 3.8 (9.4)

  ANZ Business Survey for New Zealand, July 2018 Activity Outlook  drops to 3.8, lowest since May of 2009 - prior 9.4 - long-term average is[...]
  2018-07-31 07:27:05

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• 
  China July manufacturing PMI: 51.2 (expected 51.3)

  Manufacturing PMI 51.2 The Manufacturing result has held up better than the services. All still in expansion. AUD dripped a little lower after the earlier[...]
  2018-07-31 07:27:05

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• 
  Australian Private Sector Credit for June: +0.3 % m/m (vs. expected at +0.3%)

  Private Sector Credit data from the Reserve Bank of Australia +0.3 % m/m - expected 0.5% m/m, prior 0.6% +4.5 % y/y    - expected[...]
  2018-07-31 07:27:05

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