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Japanese Yen: BoJ policy story having little effect – ING
ING’s Chris Turner notes that despite sharp moves in Japanese money markets, the Japanese Yen is not finding lasting support. Markets now price a high probability of a Bank of Japan hike in September, narrowing US–Japan swap differentials, yet USD/JPY remains elevated as carry trades persist.
British Pound: BoE hawks get support from UK data – Rabobank
Rabobank strategist Elwin de Groot observes that stronger-than-expected UK GDP has provided fresh ammunition to Bank of England (BoE) hawks, even as the Bank remains reluctant to tighten further. Growth was broad-based, with investment and GDP per capita both rising.
European Central Bank: Inflation keeps three rate hikes in play - Nordea
Nordea’s Ole Håkon Eek-Nielsen and Jan von Gerich expect the European Central Bank (ECB) to deliver three additional 25bp rate hikes, taking the deposit rate to 3%.
Norwegian Krone: Dovish turn risks NOK appeal – Societe Generale
Societe Generale notes Norway’s central bank kept its policy rate unchanged at 4.25% and softened its hawkish tone. The bank still anticipates one further rate increase, but removed explicit guidance for a near-term hike.
United States Retail Sales (YoY) fell from previous 6.7% to 5% in July
United States Retail Sales (YoY) fell from previous 6.7% to 5% in July
United States Retail Sales Control Group down to -0.4% in July from previous 0.5%
United States Retail Sales Control Group down to -0.4% in July from previous 0.5%
United States Retail Sales ex Autos (MoM) below forecasts (0.2%) in July: Actual (-0.3%)
United States Retail Sales ex Autos (MoM) below forecasts (0.2%) in July: Actual (-0.3%)
Canada Wholesale Sales (MoM) came in at 2.8%, above expectations (2.7%) in June
Canada Wholesale Sales (MoM) came in at 2.8%, above expectations (2.7%) in June
United States Retail Sales (MoM) came in at -0.6%, below expectations (0.1%) in July
United States Retail Sales (MoM) came in at -0.6%, below expectations (0.1%) in July
Canada Manufacturing Sales (MoM) above forecasts (-0.1%) in June: Actual (0.1%)
Canada Manufacturing Sales (MoM) above forecasts (-0.1%) in June: Actual (0.1%)
Federal Reserve: Communication reset at Jackson Hole – TD Securities
TD Securities’ Oscar Munoz argues that Chair Kevin Warsh’s communication strategy has undermined market confidence in the Federal Reserve’s inflation-fighting resolve.
Euro little changed against Pound Sterling as ECB, BoE outlooks stay in focus
EUR/GBP is little changed on Friday, extending the sideways pattern seen through most of the week as traders show a muted reaction to second-quarter Gross Domestic Product (GDP) data from both the Eurozone and the United Kingdom (UK). At the time of writing, the cross trades around 0.8543.
Australian Dollar regains momentum as hawkish RBA meets softer US inflation
AUD/USD rebounds on Friday and trades around 0.7080 at the time of writing, gaining 0.31% on the day after falling as low as 0.7044 on Thursday.