Monday, September 1, 2014

Main points of the day

     Dollar firm on good US indicators, Ukraine tensions
    Personal income and spending disappointed, but Chicago PMI and consumer confidence rose more than expected
    Ukraine tensions worsen; impossible to ignore the likely impact on Eurozone economy
     NZD firms as terms of trade unexpectedly rise
     RUB leads Eastern European currencies lower as Ukraine worsens
     China August PMIs slow, but remain over 50
    AUD gains steadily, but remains below Friday’s opening levels
     Today:
    Eurozone: Final August manufacturing PMIs from Germany, France, Eurozone; other Eurozone countries announce their PMIs
    UK:  manufacturing PMI, July mortgage approvals expected to decline
    US and Canada on holiday
     Six G10 central banks to hold meetings this week!
    RBA (Tue), Bank of Canada (Wed), BoJ ECB, Bank of England and Riksbank (Thu)
     Non farm payrolls out Fri; +209k expected, down from 220k in July

    Remaining above 200k would show continued solid growth

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