ECONOMIC NEWS
The yields on Italian debt have fallen over the last week, particularly in the short end. Yields on Spanish 10 years have managed to stay under the all important 7.00% mark which has been considered to be the point of no return. Comments from the ECB last week have supported the move into riskier assets. Whilst most of the economic data out is tending to be increasingly negative.
Most of the data out of China is showing signs of continued weakness and has seemed to miss market forecasts. Namely China is continuing to see weak trade data in the form of its Trade balance at 25.1bn vs a market forecast of 35.1bn and CPI has cooled off to only be 1.8%.
Whilst economic news out of US was a little light on the week the main focus has been markets looking to September as the possible time for further QE.
THE WEEK AHEAD
Monday: Nothing to note Data wise
Tuesday: German ZEW, EUR ZEW Economic Sentiment, EUR Flash GDP, German Prelim GDP, US Core Retail Sales, US PPI, US Retail Sales
Wednesday: US Core CPI, Empire State Manufacturing Index, US TIC flows, US IP, Crude Inventories
Thursday: EUR CPI, US Building Permits, US Unemployment Claims, US Housing Starts, US Philly Fed
Friday: German PPI, EUR Current Account, US Prelim Unvi of Mich Consumer Sentiment