Monday, May 18, 2015

Greece heads into the endgame

     Greece heads into the endgame
    Not enough money to pay its bills; no agreement yet with creditors
    Could reappear as risk factor for euro this week

     Australia still has scope to lower rates:  Deputy Gov. Lowe
    Said “nothing has changed” despite removal of easing bias from RBA statement
    AUD lower on his comments; may continue to ease

     Today:
    Eurozone, UK: No major indicators. Fed’s Evans, Riksbank Governor Ingves and ECB’s Mersch speak at a seminar in Stockholm.
    US: NAHB housing market index for May

     This week:
    Tuesday: RBA minutes likely to shed more light on whether RBA retains easing bias; could be AUD-negative. NZ inflation expectations may weigh on NZD. ZEW survey.
    Wednesday:  Bank of England and Fed release minutes of their latest meetings. BoE may repeat that next move likely to be tightening, could be GBP-positive; Fed minutes may show Fed still on track to hike rates = USD-positive.
    Thursday: PMI day globally

    Friday:  Bank of Japan meeting usually non-event; focus to be on the usual Kuroda press conference afterwards. Ifo survey, US & Canada CPI

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