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Saudi Aramco OSP Increase
Yesterday saw the Saudis release their official selling prices (OSPs) for August, and once again Aramco increased their pricing for most crude grades into Asia, the US and Europe.
US: Business Getting Back On Track
A sharp rebound in the ISM business surveys is another positive development, but remember the series don't tell us anything about magnitude.
Russia: Higher Than Expected FX Sales Unlikely To Support The Rouble
Russia is guiding for a cut in FX sales from $2.9bn in June to $1.8bn in July, which is still more than twice as much as expected.
Eurozone Retail Sales: Is This The Start Of A V-Shaped Recovery?
The bounceback in retail sales shows that retention of income throughout the lockdown has helped to kickstart the recovery in spending as businesses reopen.
Oil Ignores COVID-19 Surge
Oil continues to trade in a rangebound manner, with ICE Brent just below US$43/bbl in early morning trading in Asia.
Hungary: Retail Sector Sees A Moderate Improvement
As lockdown and curfew measures were eased in May, retail sales started to improve accordingly. This is just a first step in the long road to a full recovery.
G10 FX Week Ahead: Summer Lull Going Viral
Summer trading ranges are setting in and we see little scope for G10 FX volatility next week, with second waves still failing to deliver a significant hit to sentiment.
Key Events In Developed Markets - Saturday, July 4
A quiet week ahead in developed markets with the exception of the US ISM non-manufacturing index, which is expected to bounce back after aggressive re-openings.
Key Events In EMEA And Latam Next Week - Saturday, July 4
Expect moderate gains in EMEA inflation next week on the back of fuel price shocks.
Aluminium: Still Standing, For Now
Despite poor demand prospects and rising supply, aluminum is standing its ground.
Turkey: Rising Inflation Challenges In June
Annual inflation in June increased further due to the continued upward move in oil prices, the impact from fresh food, higher clothing inflation and adjustments to restaurant and hotel prices.
Thailand: Has Inflation Bottomed?
Thailand’s consumer price inflation remained in negative territory for a fourth straight month in June, though a rate of -1.6% year-on-year was a significant recovery from the post-global financial crisis low of -3.4% reached in May.
Rates Strategy: Low And Slow
Gravity is reasserting itself in interest rates. Low rates and low volatility benefit positive carry trades, such as sovereign spread tighteners and long-end steepers.
Italy: Unemployment Rate Rises In May
The impact of the lockdown and the subsequent reopening is still heavily distorting Italian labour market data. As the economy continues to open up, we expect the unemployment rate to grind up towards 10%.
Latin America: Recession Deepens Fiscal Challenges
Covid-19 continues to spread across Latin America but, given the mounting economic costs of stay-at-home orders, governments are easing social isolation guidelines.
US Imports Of Saudi Oil Fall
EIA inventory numbers were largely supportive for the market, with US crude oil inventories declining by 7.2MMbbls last week, much more than the 500Mbbls drawdown the market was expecting, and closer to the API numbers from the previous day.
1 to 16 of 1446 Posts
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