The Week Ahead

The Week Ahead in the Global Financial Markets

From the desk of Joe Rios

Oil price action stole center stage again hitting fresh 5 1/2 year lows along with breaking key psychological levels with Brent breaching $65 and WTI $60. As expected volatility shot higher with the VIX spiking 44%. Risk-OFF dominated the week with the US Treasury 30 Yr Bond climbing 2.8% while the S&P 500 dropped -4.0%. Tighter correlations continued to provide insight to intra-day market direction as Gold gained 2.7% along with US Treasury price action. The Japanese Yen also saw positive rotation flows, rising 2.3% as carry trades continued to unwind throughout the week.

risk off daily 12-14

In the week ahead I will pay close attention to the HSBC Flash Manufacturing PMI from China, the European Manufacturing PMIs and the German IFO as traders will be looking to see if the weaker crude prices have had any positive impact on the industrial sector. We also have the FOMC meeting on Wednesday and a corresponding press conference that may spark aggressive price action in the global markets.

Joe Rios – Chief Strategist 


 

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Monday

8:30 AM               USD       Empire State Manufacturing Index

9:15 AM               USD       Capacity Utilization Rate And Industrial Production

7:30 PM                AUD       Monetary Policy Meeting Minutes

8:45 PM                CNY        HSBC Flash Manufacturing PMI

 

Tuesday

2:00 AM               GBP       Bank Stress Test Results

3:00 AM               EUR        French Flash Manufacturing PMI

3:30 AM               EUR        German Flash Manufacturing PMI

4:00 AM               GBP       BOE Gov. Carney Speaks

4:30 AM               GBP       CPI

5:00 AM               EUR        German ZEW Economic Sentiment

8:30 AM               CAD       Manufacturing Sales

8:30 AM               USD       Building Permits

 

Wednesday

4:30 AM               Claimant Count Change And Average Earnings Index

8:30 AM               CAD       Wholesale Sales

8:30 AM               USD       CPI

10:30 AM                             Crude Oil Inventories

2:00 PM                USD       FOMC Statement

2:30 PM                USD       FOMC Press Conference

4:45 PM                NZD       GDP

 

Thursday

4:00 AM               EUR        German Ifo Business Climate

4:30 AM               GBP       Retail Sales

8:30 AM               USD       Unemployment Claims

10:00 AM             USD       Philly Fed Manufacturing Index

10:30 AM                             Natural Gas Storage

Tentative             JPY         Monetary Policy Statement

 

Friday

Tentative             JPY         BOJ  Press Conference

8:30 AM               CAD       Core CPI And Retail Sales

 

 

 

 


 

 


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