Wed 21 Feb 2018
00:00 CN- Holiday A All Day flash PMIs A 15:00 US- Existing Homes Sales A 15:30 US- EIA Crude AA 19:00 US- Fed Meeting Minutes Thu 22 Feb 2018 A 09:00 DE- IFO Survey A 09:30 GB- GDP AA 13:30 CA- Retail Sales A 13:30 US- Weekly Jobless Fri 23 Feb 2018 A 10:00 EZ- Final HICP AA 13:30 CA- CPI
John M. Bland, MBA co-founding Partner, Global-View.com
The ECB is more than a year away from a change in rates and by that time the Fed will be at least a point higher (note the 10 yr Treasury v bund spread hit 217 -- 218 is the bogey)
The ECB will have a much harder time shrinking its balance sheet because of national concerns that the Fed does not have
Maybe this time it's different but rates (especially real rates) favor the USD
Carney was 'worried' about BREXIT - now he has FULL BREXIT in MAY w/ a 6 mo window -- a hike ?? Cable probably not going anywhere on that horse
Empoli Ab 00:32:58 GMT - 02/21/2018
John. Excuse me. But today GB unemployment and Wages are bot AA event? Sorry and thanks
Dillon AL 00:41:46 GMT - 02/21/2018
nh note how Carney who was one of the worst remoaners and called an almost apocalypse type event to unfold seems to have changed his mind ...BUT....he still does not understand Europe nor actually the UK either when he makes comments like Brexit likely to produce a blueprint for G20 trade. The sooner we get back to a true banker promoted from within the hallowed halls the better but one has to await Jun 2019 for that to happen
Mtl JP 01:14:02 GMT - 02/21/2018
AL 00:41 re remoaners - he just showed how political he is.
I d say it was one of his career faux pas highlights
a betrayal where his loyalties truly lie
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Mon 27 May 2019 AAGB/US- Holiday Tue 28 May 2019 A 14:00 US- Consumer Confidence C 13:00 US- Case-Shiller Wed 29 May 2019 A 08:55 DE- Employment AA 18:00 US- BOC Decision A 18:30 US- EIA Crude Thu 30 Mar 2019 AAEZ/CH- Holiday A 12:30 US- Weekly Jobless Fri 31 Mar 2019 AA 10:00 EZ- Flash HICP A 12:30 US- Personal Income, Spending, Deflator AA 14:00 US- Final Univ of Michigan
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